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Learn how the Perfect & Merge tool from DQ Global allows Microsoft Dynamics CRM users to identify, perfect and merge multiple duplicates from any business entity into an easy to use browser based environment.
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Perfect & Merge for
Identify
Perfect Merge
What’s the BIG problem?
• Protecting your CRM data
• Working with any CRM deployment
• Identifying non identical duplicates in MS CRM
• Processing any CRM entity
• Identifying the best record then providing automated merging
• Keeping track of what has changed
Why has it not been solved?
Data Quality not core
to MS CRM
Looks easy but
it’s actually difficult
Requires fuzzy
matching capabilitie
s
Existing reliance on MS CRM
merge screens
MS CRM Dynamics only deals
with Account & Contact entities
How will things be different when the problem is solved?
Better data
Better adoptio
n
Better decision
s
Better busines
s
What’s different with our approach?
We identify duplicates using our advanced matching technologiesDuplicates are reviewed in a browser based UINo customer data stored so “Real Time” updating of recordsWe suppress records formerly rejected as duplicates
Any entity may be de-duped and merged
Be a verb not a noun…! Create the Single Customer View (SCV)
Identify duplicates
Perfect the Master by
taking data from
duplicates
Merge and re-assign so all
data associated
with a duplicate is
correctly linked to the
surviving master
Perfect & Merge Features and
Process
Identify Perfect Merge
PAM Tool - Deployment Options:
On Premis
e
Private
Cloud
Multi-Tenan
t
Product Features
• Driven from DQ Match result list
• Any entity may be processed
• Multiple duplicates may reviewed simultaneously
• Multiple reviewers may participate simultaneously
• Drag and drop interface for perfecting the master
• Merging and re-assigning via MS Dynamics CRM API
Product Features… Continued
Launched from within Dynamics CRM
Easy to use browser interface
Management of data to field level
Ability to suppress previously rejected false positive duplicates
Ability to create a sub groups of duplicates for processing
Ability to jump to the source record for secondary research where the displayed entity data may not convey a
complete picture
Audit trail of data changes from duplicate records associated to the surviving record
Coming soon…
Rules for auto suggestion of the Master (or best) record
Rules for automated field level merging
Field level validation for: email, phone, casing etc.
Address lookup through web services and Google and Bing maps integration
Process flow
CRMDatabas
e
PrimaryID
SecondaryID
Score
Status
GroupNo
19 72 88 / 1
26 79 84 ? 2
41 94 82 ? 3
32 85 89 / 4
86 33 83 ? 5
56 5 82 ? 6
58 7 86 ? 7
9 60 81 X 8
Perfect & Merge Capabilities
• Promote to Master
• Promote any field
• Drag and drop
• Identify where different
• Suppress as a duplicate
• Defer review
• Re-assign reviewer ownership
• View CRM source record
• Accept duplicate set
• Auto detect master from dupe group
• Auto perfect master from duplicates
What you should do next…
• Build a better business based on trusted data…
• Contact DQ Global• www.DQGlobal.com
• Talk to a consultant• sales@DQGlobal.com• +44 2392 988303 (Europe)• +1 314-253-7873 (North America)
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