MANAGING DATAINMICROSOFT DYNAMICS CRM 2015
BY ASHISH VISHWAKARMA
AGENDA Data management in CRM 2015 Detecting duplicate data - Duplicate Detection Rule - Duplicate Detection Job Deleting data in bulk Importing data Exporting data
DATA MANAGEMENT IN CRM 2015
DETECTING DUPLICATE DATA Maintain Data Quality Duplicate detection rule Can be applied across different record types Multiple rules on single entity are allowed, but Limit is 5 Automate using Duplicate Detection Job Clean the data by deleting/deactivating/merging
DUPLICATE DETECTION RULES HOME
CREATING NEW DUPLICATE DETECTION RULE
DUPLICATE DETECTION SETTINGS
CREATING NEW DUPLICATE DETECTION JOB
PUTTING CREATED JOB ON WORK
DELETING DATA IN BULK Stale data. Irrelevant data. Unneeded test or sample data. Incorrectly imported data.
Delete data across multiple entities. Delete records for a specified entity. Email notifications. Delete data periodically. Schedule the start time of a recurring bulk delete. Retrieve reports
IMPORTING DATA From other CRMs From other organizations Spreadsheets Raw data from marketing person
IMPORT OPTION IN USER’S HOME
IMPORT OPTION IN ACCOUNT’S HOME
MY IMPORTS HOME
IMPORT REPORT
EXPORTING DATA To other CRMs To other organizations Spreadsheets
EXPORTING DATA
THANK YOU!
ANY QUERIES?