DQ for Dynamics/Workbooks Master Module

DQ for Dynamics Master Edition builds on the DQ Foundation module to enhance and add additional functionality to your DQ for Dynamics/Workbooks Solution.

• Building on the Foundation module, the Master Edition has Rules based automation for:
  • Auto-Promote – Best (Golden) record detection through configurable and definable rules.
  • Auto-Fill – Auto-population of the master record using data field values from duplicate records using definable rules.
  • Auto-Merging – Safely auto-merge duplicate records according to the definable rules.

• Schedule sessions to run on dates and times of your choosing.
• This module also allows for chaining of deduplication sessions, allowing high certainty matches to be auto-mastered and merged, leaving ambiguous duplicates for semi-automated perfection, or manual review.
• Users can choose from a range of automation options for duplicate detection and then subsequent automated processing which:
  • Saves time manually reviewing records.
  • Increases productivity by automating repeatable processes and humanizing the exceptions.
  • Improves control by choosing what processes are executed when, and in what sequence.

• The DQ4Dyn audit log module – via a managed solution, adds a custom entity into your CRM, which stores all data changes that happen as a result of updates, to the master record, from any duplicate record.
• Over and above the standard Dynamic 365 CE (CRM) Audit Module, our DQ4Dyn Audit Log Module provides you with the ability to:
  • Identify any “New Value” that has been removed / updated on a record. 
  • Link directly from the audit log, to the record from which the “New Value” was sourced.
  • See all duplicate Loser values compared to the Winners (“New Value”) and link directly to any respective data record page.
• Improve trust, knowing which data field values have been changed, when they were changed, and by whom.
• Increase visibility and see all data changes from old to new values within the audit log.
• Enable hyperlinks from within the audit log, directly to the winning record or the losing record.

• When duplicate records are merged, their related entity records are re-linked to the surviving master; this can cause duplicates to be introduced to the surviving or 'Master' record. 
• Our optional “Post-Merge” Module avoids this challenge, optionally de-activating or deleting identical duplicate records, leaving you assured that your data is trustworthy and fit for use:
  • Be confident in your data integrity, as all linked data will be duplicate free after merging
  • Save time by avoiding manually deduping related entity records
  • Achieve higher levels of trust in the related data linked to your Golden Record

• Match and merge tables outside of the standard Account, Contact & Lead entities.
• Create a Master Record by defining best record and best fields rules.
• More importantly, ensure all related data is re-assigned correctly onto your master record.