Power Automate

Merge Duplicate Lead

The Client

The client based in US had problems of duplicate leads because of multiple lead sources.

The Challange

The client had the requirement that in their Dynamics 365 Sales leads were being created from various outsources so they wanted to merge duplicate leads and delete the latest one and attach contact and account with the lead.

The Solution

To address this challenge, we developed a customized Power Automate Flow tailored to the client's specific requirements. This automated workflow streamlined the process of identifying and merging duplicate leads, ensuring data integrity and improving lead management efficiency.
In our Power Automate Flow:

• Retrieved all lead records, sorted by created on date in ascending order.
• Identified duplicate leads based on email address and name, updating empty fields of existing leads with values from new leads.
• Checked CRM for associated contacts and accounts for existing leads.
• If contacts and accounts were missing, we created new ones and linked them to the lead.
• If contacts and accounts existed, linked them directly to the lead.
• Deleted the new lead record from CRM after updating and linking existing records

Other Features

• Duplicate Identification Threshold: Implement a configurable threshold for identifying duplicate leads, allowing the client to adjust the sensitivity of the duplicate detection algorithm based on their specific business requirements and data quality standards.
• Bulk Merge Support: Extend the solution to support bulk merging of duplicate leads, enabling users to merge multiple duplicate leads simultaneously, thereby improving efficiency and reducing manual effort in lead management and data cleanup tasks.
• Data Enrichment: Enhance lead data quality by integrating data enrichment services to augment lead records with additional information, such as firmographics, social profiles, or historical interactions, enriching the client's understanding of their leads and improving lead segmentation and targeting.

The Result

Our solution significantly improved lead management efficiency and data accuracy in Dynamics 365 Sales. By automating duplicate identification and resolution and seamlessly integrating contacts and accounts with leads, we streamlined processes, reduced manual effort, and enhanced customer relationship managemen