DQ for Dynamics/Workbooks Foundation Module

• Advanced Fuzzy Matching Logic
  • Multi-Language capabilities (English, French, German, Italian, Spanish)
  • Multiple Phonetic (sounds like “fuzzy”) algorithms including DQ Fonetix™
  • Extensive DQ Metaverse™ for data transformations, by type of data, catering for:
    • Homonyms
    • Synonyms (Abbreviations/Elaborations/Exclusions) in multiple data categories
    • Acronyms
    • Typo’s
    • Record Scoring & Weighting
• Multiple Duplicate review
• Manual Promote – Select the best CRM record
• Manual Attribute Fill – Select the best data field value
• Manual Record Merge – Safely merge data and re-assign related data
• Multiple Reviewer Licenses - 5 reviewer licences are provided as standard; additional reviewer licenses are available at extra cost based on the number of reviewer licenses required

• Cross compare data within an entity or across entities for:
  • Prevention – Avoids duplicate creation when a lead is converted to an opportunity/account/contact
  • Completeness – Fills data from the Lead to the Account or Contact
  • Integration – Ensures preventable duplicates are not introduced by marketing automation solutions
  • Cross comparison:
    • Within the Account, Contact or Lead entities, so that CRM view A (e.g. existing records) can be compared to CRM view B (e.g. newly imported records) to identify and Master your CRM records
    • Across records from Leads to Accounts, or Leads to Contacts for a more accurate and complete “Master Record”. This Powerful capability avoids duplicate records being added during the out-of-the-box Dynamics 365 Lead to Opportunity and Account/Contact conversion process

• When records are searched for using the CRM advanced find or displayed on the entity listing screen, this DQ4Dyn Module allows users to take control and tag records as selected duplicates.
• Once tagged they may be processed through our DQ duplicate review screen with all the capabilities of the standard user interface.
• This capability allows users to manually identify duplicates, which otherwise may not be matched, and merge these multiple data records together efficiently to create your Single Customer View or Golden Record.

• When duplicate records are identified, sometimes it is not appropriate to merge them. For example, you may have two Account records, one which is an Apple UK entity and the other being an Apple USA entity. You would want to keep these records as two separate records.
• Some of our clients wish to link them so that:
  • Synchronisation and data integrity with other systems is not compromised
  • Linked relationships between parents and children are easily managed

The DQ Profiler has been designed to provide a great starting place for companies who know they have data quality challenges, but don’t know where to start. The Data Profiler gives vital feedback so that you can make better informed and higher quality decisions on how to get the most out of your customer data. 

Using DQ's Data Profiler you can analyse:

• Number of missing data cells
• Number of duplicate values
• Discrepancies in data values
• Most occurring values, characters, non-printing characters
• Pattern analysis