Practical writing for admins and consultants: deduplication, validation, routing, and the failure modes that only show up at scale.
Most Dynamics 365 CE partners solve duplicate detection the same way on every migration, then rebuild it from scratch next time. Here's why, and what a one-time platform fix looks like.
Most orgs find data problems after an automation breaks. Continuous monitoring of fill rate, duplicates and value distribution turns that around.
A practical guide to territory-based lead routing in Salesforce: how match groups work, how priority rules resolve overlapping territories, and the setup mistakes to avoid.
Dynamics 365's native duplicate detection only catches UI form entries. Bulk imports, Web API calls, and Dual-Write syncs bypass it by default, which is why duplicates pile up right at go-live.
Web API calls into Dataverse skip duplicate detection unless the request explicitly opts in. Here's why Dual-Write, KingswaySoft, and Power Automate hit this gap, and which fixes actually hold up.
Dynamics 365's native duplicate detection misses fuzzy matches and stops at standard entities. See how Plauti, DeDupeD, and Duplicare compare before you pick a tool on Microsoft Marketplace.
What enterprise Salesforce orgs should require from a deduplication tool: no record-count ceiling, custom object support, code-level merge logic, and data that never leaves Salesforce.
False positives quietly break trust in deduplication. Here's how to tune matching scenarios — thresholds, field rules, and AI review — to catch real duplicates without the noise.
See how Plauti helps Salesforce teams manage large assignee pools, enforce SLA thresholds, and audit every routing decision, all without writing code.
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