Product Overview

DQ for Dynamics™/DQ for Workbooks™ is a complete Data Management Solution for Dynamics 365 and Workbooks CRM, specifically built to provide you with customer data you can trust.

It has been designed to provide Dynamics 365 / Workbooks CRM Admins with the tools to manage and maintain clean CRM data when the out-of-the-box tools don’t quite cut it. Working right inside Dynamics 365 or Workbooks CRM, this solution has been built to improve data quality and provide you with data that is fit for business use.

Our application allows for easy identification & reviewing of duplicate records. These duplicates can then be processed, side by side, to determine a master / best record, and then merge the duplicates records with the master record. We are confident that when deployed you will see massive benefits including:

• Increased levels of trust in your CRM Data
• Higher customer satisfaction and retention
• Greater buy in from your CRM system users
• Iron-clad compliance with regulatory requirements

Choose DQ for Dynamics™/Workbooks DQ to cleanse your data for the following reasons:

• Managed Plug-In that is quick and easy to set up, and works with any deployment:
  • On-Premise
  • On-Line
  • Internet-Facing (IFD)
• Highly configurable Match Rules with flexible scoring and weighting options
• Choose from a choice of Fuzzy Matching algorithms including our own DQFonetix™
• Extensive inbuilt libraries of synonyms, aliases and normalisation across 5 spoken Languages and 13 category types
• Use Personal / System / Shared Views for filtered matching within the core entities:
  • Account
  • Contact
  • Lead
• Multiple duplicate records are reviewed simultaneously inside your CRM
• Manage your data through definable rules:
  • Auto-Promote to detect the best record
  • Autofill to populate the best record fields
  • Auto-merge to safely merge duplicates
• Referential integrity is preserved when entity records are merged and linked data is re-assigned
• Data is securely managed within your CRM system
• Release the sub-set of data to be reviewed by other team members
• Automatic scheduling for duplicate detection
• Cross-compare records from separate entities for a more accurate and complete 'Golden Record'.

DQ Trial:

• Start your Data Quality Journey
• 14 day Free Trial
• Uncover the number of duplicates in your CRM
• Discover how to use basic features in DQ for Dynamics

• Bulk Duplicate Matching
• Fuzzy Matching
• 13+ Libraries of data transformations
• Multi Record Review Screen
• Security Roles

• Record Master
• Auto Promote your best record
• Auto Fill your best record
• Bulk record processing
• Schedule/Chain Match sessions
• Advanced DQ4Dyn Audit logs

• Build your own custom data architecture
• API Services:
  • Cleanse
  • Search
  • Master
  • Review