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DQ for Dynamics,
June 4, 2025
2m read
Structured Duplicate Management for Donor Data in Dynamics
50%
reduction in staff-identified merges
DQ for Dynamics is a pillar of our data management success. We have come to rely on the duplicate detection and merge capabilities that guarantee data cleanliness in our CRM. We have a long-standing partnership with the DQ team, think very highly of the team, and jumped at the chance to sing their praises. Their support is second to none. They respond swiftly to resolve our questions and issues with professionalism and a helpful approach.
Lo Samuelson
Senior Director of IT
Business Needs
"With CRM becoming our system of record, maintaining high-quality, duplicate-free data became critical. Our donor processing system was growing in complexity, and data entered from various sources lacked consistency in structure and completeness. We needed a robust data quality solution to support matching, de-duplication, and clean data for accurate reporting and outreach."
DQ Global Solution
DQ for Dynamics works inside Dynamics 365 to improve data quality and provide you with data that is fit for business use.
Install Process
"DQ Global was very supportive and hands-on during our initial setup and they made sure we understood the tool. Thanks to that training, updating our configurations is simple and straightforward, even creating new configurations from scratch after deploying to a new build."
Company Background
United Way of King County is a local non-profit serving the greater Seattle area. United Way has always taken pride in working to improve the community for everyone. They unite their donors, volunteers, community leaders, nonprofit partners, and government at all levels to solve challenges through innovation, compassion, and action.
They’re working to ensure everyone in the community has access to housing, food security, educational opportunities, and financial stability. And they won’t stop. When everyone works side by side, such a future is possible.
The Data Quality Challenge
"We have Contact data coming into our CRM from multiple sources with varying degrees of completeness, where some data includes names and addresses, while other data includes names and email and still other data only includes names. Although most data goes through a match process as it’s being imported, there is no way of completely preventing duplicates."
How Was This Impacting The Business?
"Without an effective way to identify and manage duplicates, our team faced time-consuming manual clean-up tasks, inconsistent constituent data, and potential communication mishaps. The need to reliably match donor records across systems pushed us to find a long-term solution for data quality control."
The Results
- 50% reduction in staff-identified merges, thanks to regular, structured cleaning.
- Improved CRM adoption and trust in data due to clean and accurate records.
- Faster onboarding of new data sources with minimal disruption.
- Long-term data integrity through configurable and scalable solutions.
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