DQ for Dynamics™ Search

Revolutionises the way you search across Accounts, Contacts, and Leads within Dynamics 365 CRM by using our fuzzy matching DQ for Dynamics™ Search, the ultimate search solution that allows you to easily search across your CRM Entities with unmatched speed and accuracy.

Using advanced fuzzy matching and data transformation capabilities, our tool is 3x faster than Microsoft’s built-in search function and requires no coding or technical expertise to use. 

DQ Search™ provides users with the tools to search into their Dynamics 365 Account, Contact, or Lead tables and find records that would not normally be found using the out-of-the-box Microsoft Relevant Search. 

Users can leverage our easy-to-use I-Frame, use our DQ Fonetix tokens and our extensive library of data transformations to help you find any duplicate records that may be hiding in your Dynamics 365 CRM database.

Steps to complete:

1. Create a DQ Shop Account
2. Making a connection
3. Build flows
4. Solution Download
5. Solution Install

In order to use DQ Search™ you must first register with DQ Global which can be done here. 

After registering, DQ Global will provide you with an API key and a unique password via email which will allow you to use the DQ Search™ Solution.

To use the functions within DQ Search™, you will need to first, buy credits from the DQ Shop here. 

After logging in, this will take you to the DQ Shop where you can buy credits by choosing Add to basket on one of the selections. From here, follow the instructions on screen to purchase your credits.

NOTE: You may have been provided a key by DQ Global, if this is the case, please skip this step.

1. Firstly, download the following:

DQ Search Solution

Head to the PowerApps maker portal (https://make.powerapps.com).

Select the environment you will be installing into.

From here, select Solutions on the left-hand navigation bar.

Now select Import Solution from the top navigation bar.

Select Choose file, select the file, then select Next.

Setup your Connections, then select Import.

After all of the solutions have been successfully imported, select Publish All Customizations.

This step is only applicable if you have less than 250k records.

If you have more than 250K rows it will still function but please reach out to support@dqglobal.com as we have faster onboarding methods for larger customers.

Head to the PowerApps maker portal (https://make.powerapps.com).

Select the environment you will be installing into.

From here, select Flows on the left-hand navigation bar.

In the top-right enter onboard into the search box. And then press the run button on all of the flows

Before your End Users will be able to see and use the DQ Search™ you must add it to your Model Driven Apps Sitemap.

If you don't know how to do that then Microsoft has a guide here.

To begin, go to the left hand navigation bar and select 'Search'

Form here you can select the entities you would like to search and retrieve records.

Once you have selected the table / entity you want to search within, enter your information to build your query. 

Once complete, press 'search' on the top right hand side of the screen, and you will begin your search. Records will then present themselves in the results section below. 

Once returned, you can select these records and this will take you to the relevant record within Dynamics 365 CRM.