Enquire Now

Match, Master and Merge Duplicate Records to create a Single Customer View within Dynamics 365 CRM

DQ for Dynamics™ Consolidate is designed to help you tackle duplicate records when the out-of-the-box duplicate detection and merge tools just aren’t enough. Run match sessions to find duplicate records using fuzzy matching logic and a library of data transformations, then present groups of duplicates back to users for duplicate review. Quickly select your best record and seamlessly create a single customer view within your Dynamics CRM instance.

What is DQ for Dynamics™ Consolidate?

FuzzyMatching white 01

Fuzzy Matching & Data Transformations

Discover more duplicate records by utilising our vast library of data transformations to standardise data. Further increase the number of results by using fuzzy matching logic, proven over the past 20+ years.

BulkMatching white 01

Bulk Matching

Work through an easy 5 step process to surface duplicate records within your Dynamics 365. Return groups of duplicates to a results screen which in turn gives you the ability to process your duplicate results and decrease your review time by up to 75%.

MultiRecordReview white 01

Multi Record Review

Gain a complete view of your duplicate records on our multi record review screen. Select your best record from a set of duplicates and then select the best field value to create your golden record and single version of the truth, saving your hours/days of review time.

BulkProcessing white 01

Bulk Processing

Automate the process and humanise the exceptions. Build automation rules to automate the processing of duplicate CRM records. First, select your best record by defining master record rules, and then define best field rules prior to accepting and merging duplicate records within Dynamics 365. Then, schedule sessions to run and constantly monitor your data, so you don’t have to anymore.

LeadManagement white 01

Lead Management

Remove duplicates from your sales process by cross comparing leads to contacts or account. Decrease the change of reputation damage and ensure you have a single record view within your business applications.

AllDeployments white 01

All Deployments

Deploy DQ for Dynamics™ online, on-premise or on-premise internet facing. Wherever your data resides, be sure that you can have the necessary tools to overcome poor data quality.

Four-Step process to CRM success

MultiRecordReview white 01 1.
Match

Find duplicate records with our in-built matching logic. Surface duplicate records fast and return them to your users ready for mastering.

Graduation Cap 2.
Master

Master your Golden Record right within Microsoft Dynamics. Select your best record along with its best fields, then see it update live in your CRM.

Arrows 3.
Merge

Take back ownership of your data and assign records for users to review. Merge records to create a single record view that you can trust.

Maintain 4.
Maintain

Cleanse records to ensure no duplicates enter your system and data is cleansed upon entry to your CRM.

RICS logo

The results were a success, through the flexibility of being able to add new fields to the output we went from reviewing 50 duplicates to 70 duplicates per hour in no time at all.  In total, over a seven-week period, a team of three people reviewed, perfected and merged 18,000 records.

RICS Quote - 2020

Videos

Other DQ for Dynamics™ Modules

image (4)

Capture

Designed to prevent Poor Quality Data from entering Dynamics 365 CE.

Ensuring data is consistent, complete, and unique upon entry into Dynamics 365 or Microsoft PowerApps.

image (5)

Cleanse

Batch Cleanse and enrich your Customer Data within Dynamics 365.

Provides D365 users with an easy-to-use bulk data cleansing tool, removing the time-consuming task of ongoing CRM data cleansing.

Contact us for more information

The best way to learn more about how our solutions can help is to let us know more about your data challenge.

  • Hidden
  • Hidden
  • Hidden
  • This field is for validation purposes and should be left unchanged.