Onboarding Guide

Created by Dariusz Szczendzina, Modified on Tue, 28 May at 2:45 PM by Ben Gilbey

This is a comprehensive guide to help you navigate onboarding of the DQ for Dynamics™ solution.

Step 1 - Installation & Provision

To get started installing and provisioning DQ for Dynamics,™ first follow the steps within the Installation Guide.

Step 2 - Data Profiling

Run a Data Profile of your CRM Data. This will help you to understand the data within a chosen Entity, so that you can optimise your matching criteria and transformations.

Step 3 - Configuration

Follow the 5-Step Process to create a match session.

Step 4 - Review

Review Match Results and edit rules if necessary.

Once you are pleased with session configuration, start Merging Records

Step 5 - Automation (Optional)

Automate future sessions via the Scheduler.