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?