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DeDupeD AI Integration- InoWiz Copilot

DeDupeD now brings AI intelligence into the duplicate merge process in Dynamics 365 CRM through InoWiz, its built-in AI engine powered by Azure OpenAI. When duplicate records are identified and a merge is initiated, InoWiz automatically analyzes every conflicting field value across all candidate records and recommends the best surviving value for each field, complete with a confidence score and a plain-language rationale explaining why that value was chosen.

At the point of merge, InoWiz evaluates completeness, format correctness, business context, and internal consistency across linked field groups, for example, treating address components as a cohesive unit rather than isolated fields, ensuring the surviving record represents the most logically consistent and data-complete view of the entity.

Key highlights of the feature:

  • Inline AI Suggestions: Enabling the AI Suggestions toggle on the merge screen triggers an inference call to the configured AI model. Recommended values are pre-selected in the Master column and marked with an orange "AI Suggested (X%)" badge showing the model's confidence for each field.

  • Transparent Rationale: Each AI suggestion badge is interactive, hovering or clicking it opens a "Why This Suggestion?" tooltip that surfaces the plain-language reasoning and confidence score, making every AI decision fully auditable.

  • Human-in-the-Loop Control: Users retain full override capability. Any AI-suggested value can be replaced by manually selecting a different option, without affecting suggestions on other fields. InoWiz never auto-commits a merg; users must click Finish to finalize.

  • Auto-Suggestion at Entity Level: For high-volume workflows, administrators can configure InoWiz to activate automatically whenever the merge screen loads for specific entities (e.g., Account, Contact, Lead), eliminating the need for users to manually enable it each time. i

  • Multi-Record Evaluation: In merges involving multiple duplicates, InoWiz evaluates all candidate records simultaneously in a single inference call, producing a globally optimal recommendation rather than comparing records pairwise.

This feature accelerates data cleansing programs in Dynamics 365 by combining AI-driven analysis with user judgment, reducing manual decision-making effort while ensuring data quality and governance standards are upheld.

For further queries, reach out to us at crm@inogic.com

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