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DQ for Dynamics™ is a data cleansing tool (plug-in) which works inside Dynamics 365 to ensure the data in your CRM system is duplicate free. It allows you to review two or more duplicate records side by side and then create a surviving “Golden Record”.

• More than two records can be reviewed at the same time for manual review
• Multiple data stewards can review, defer and re-assign reviewer ownership  
• Master (Best or Golden) records are created and maintained manually or by rules  
• The Master record from any duplicate set can be promoted manually. Or, through configurable rules, each duplicate group or all duplicate groups.  
• The Master records fields can be auto-filled using configurable rules manually. Or, through configurable rules, each duplicate group or all duplicate groups  
• Auto-merge of records can be configured to avoid reviewing of identical duplicates  
• Ease of use – Pre-defined templates and wizards help the user define sessions with ease  
• Control – Flexibility in matching, reviewing and processing puts the user in control  
• Speed – Matching and reviewing is fast and can be automated for speed  
• Security – Data remains in your system for security  
• Powerful – Advanced matching, review and Master record Merge (MRM) Rules ensure that P&M compared to the out-of-the-box duplicate detection is much more powerful

DQ for Dynamics™ is straight forward to set up and we can usually have you up and running within a couple of hours.

You open the DQ for Dynamics™ tool within your CRM application and use the drag & drop to perfect the master record. Please refer to our Create Session Overview page for more information.

DQ for Dynamics™ uses a drag and drop interface and a session set-up wizard, which will be familiar to Dynamics 365 Users, however, if required we can provide training. 

We recommend a 4 hour online training session to help get you up and running, normally broken up into 2 x 2 hour sessions. After this, we are always here to help and support. 

We are keen to make sure your user experience is a good one. Annual License fees includes full support for the software. You can email us on support@dqglobal.com or call us directly, we are committed to resolving your issues or queries as soon as possible.

DQ for Dynamics™ is licensed on an annual license basis. It’s price scales depending on the number of records you hold in your CRM system.

Yes, we can provide a trial of DQ for Dynamics™ where you can test it’s functionality before you purchase. 

Please contact us directly if you would like a live demonstration of the DQ for Dynamics™ tool or you would like to “try before you buy”.   

For this, we can allow up to 5 matching sessions, and you can review 10 duplicate groups using the trial version.

Once a user has been provisioned, a services account (at no extra license cost) can be used to connect to your instance. This will prevent lack of access to the account if a User Admins leave the business.

DQ for Dynamics™ is installed by running one executable. Once installed, DQ for Dynamics™ will appear as a plug-in with your CRM application. Please see our Installation Guide for more information.

DQ for Dynamics works with all deployments, Dynamics 365 Online, On-Premise and IFD.

Note: For On-Premise installations, our DQ for Dynamics™ Web Services application will need installing.

Yes, any custom fields will be displayed and can be used in any match session.

DQ for Dynamics gains access through user accounts, therefore if there is a MFA installed, it will be unable to continuously remain connected. Therefore, you must generate a static App password which can be used for connectivity.

Please follow the steps outlined in the guide below here.    

Your data remains secure in your CRM system. Our Managed Plug-in securely sends Phonetic match tokens via SSL to our DQ for Dynamics™ Servers when Online or IFD.

Reading of Data from CRM 

Storing retrieved data into a temporary Database   

Data disposal   

Passing data to Match engine   

Review Processing   

Obfuscation & Encryption   

Yes, DQ for Dynamics™ links directly to the CRM database using the Dynamics CRM SDK to read write and merge records in the CRM database. There is categorically no need to export your data and send it off site, your Data remains secure in your CRM system.

There is a custom-built, comprehensive library of data transformations. These cover 13 data categories and 5 spoken languages.

You can even build your own if you wish and use them in DQ for Dynamics™.

DQ for Dynamics™ has the ability to match data in 5 spoken languages: English, German, French, Italian and Spanish.

Data transformations and Phonetic rules are available in all languages.

DQ for Dynamics™ can cross compare records from Lead entities to Account or Contact entities. This allows for a complete and accurate Single Record View to be created.

Yes, we provide a range of capabilities to help with fuzzy matching of records, including:

Please view our Transform Guide for full details.

Yes, you choose the scoring and weighting thresholds to determine when a record is identified as a duplicate.

You can define from our – ever expanding – list of rules to identify your “Master Record” from any group of duplicates.

Yes, you can use popular phonetic algorithms like: Soundex and Metaphone; or you can use our advanced Phonetic algorithms: DQ Fonetix™, DQ Metaphone™, DQ Soundex™ for significantly better match results.

Yes, any non-duplicates can be suppressed either permanently from all future match sessions or for the specific session being reviewed. Any record that has been permanently suppressed will not re-appear in a future match session unless it is newly found against another different record.

Yes, it is possible to sub-set a duplicate group. This can be helpful if you find more than three duplicates, and there are two or more duplicate groups you wish to split into sub groups.

Yes, you can use your Personal / Shared / System views from CRM to select which records you wish to process for matching.

Referential integrity is maintained because we make all of our merge calls through the CRM SDK to ensure all linked data is correctly re-assigned from any duplicate record to the surviving “Master” record.

DQ for Dynamics™ allows users to fully automate the following steps:

This allows users to save time and money. Please see Display & Auto Fill. 

You can define configurable rules from our – ever expanding – list, to determine how values from duplicates will autofill any Single Field, or Field Group to perfect your chosen “Master Record”.

Yes, auto-merging of identical records is possible. You select the Entity fields you wish to be compared and DQ for Dynamics™ will save you time reviewing identical records.

You can set up rules for: Auto-Promote, Auto-Accept, Auto-Fill and Auto-Merge and save reviewing and processing times.

Yes, you can create multiple user accounts in DQ for Dynamics™ and assign data stewards’ permissions as administrators or reviewers. Administrators are able to create sessions and edit them; Reviewers are only able to review sessions.

We do not provide an ability to export a report, however, DQ for Dynamics shows a summary of results in the Match Session review screen.

DQ for Dynamics™ has the ability to process large amounts of data, and has the capability to process millions of CRM entity records.

The DQ for Dynamics™ tool is fully optimised using the latest technologies and will perform matching, mastering and merging of records with incredible performance. Specifics of performance depend upon, internet speed, the number of fields being processed, the rules applied to those fields etc. As such, we encourage you to take a trial and try before you buy.

To ensure consistent availability and performance for everyone, Microsoft applies some limits to how APIs are used. These limits are designed to detect when client applications are making extraordinary demands on server resources. Below are some common measures implemented.

Currently, DQ for Dynamics™ can be integrated with Microsoft Dynamics CRM versions from 2011 and above.

We also have capability to integrate with Workbooks CRM, please reach out to us directly should you run on this CRM.   

We welcome enquires from all CRM Users, whichever CRM system your business runs on. We have other products available which can offer a range of solutions that may well benefit you.