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Optimise your investment in Dynamics CRM for improved business decisions using DQ for Dynamics Consolidate. An advanced record matching, mastering, and merging solution which works right inside Microsoft D365 Sales and Dynamics CRM, to find and eradicate duplicate records to provide a trusted single customer view (SCV).
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. Access powerful additional capabilities which will allow you to operate and automate:
Whether On-Premise, On-Line or Internet-Facing (IFD). DQ for Dynamics™ – Consolidate is an easy-to-use CRM deduplication solution.
Find duplicate records with our in-built matching logic.
Surface duplicate records fast and return them to your users ready for mastering.
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.
Take back ownership of your data and assign records for users to review.
Merge records to create a single record view
Ensure you have consistent data that you can trust.
Build automation rules then schedule sessions to run and constantly monitor your customer data.
Uncover non identical duplicate records using our advanced similarity (Fonetix®) algorithms, supported by our library of over 4 million data transformations.
These work in 5 spoken languages and have been proven with hundreds of clients over the last 20+ Years.
Save time manually identifying and merging duplicates, create automated routines using an easy 5 step process to identify duplicate records within your Dynamics 365.
Return groups of duplicates to a review screen allowing data stewards to process duplicate results with ease, and reduce your duplicate review time by up to 75%.
With our multi-record review screen, you will rapidly see all of your duplicate records side by side.
Choose the best record from your duplicate set and then select the best field value(s) to populate your golden record saving hours if not days of human review time.
Automating processes and applying rules to exceptions can save time and allow for reallocation of resources.
Matching sessions can be scheduled to monitor CRM data, and duplicates can be automatically handled by selecting the "best record" and filling it with data to create a "Golden Record".
Identify and remove duplicates from Lead entity and improve your sales processes by cross comparing leads to contacts or account.
Mitigate the risk of reputational damage and ensure you have a single record view within your business applications.
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.
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.
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.
Streamline your CRM search processes within D365
Search is the ultimate search solution which allows you to easily search across accounts, contacts, and leads with unmatched speed and accuracy.
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.
