Consolidate steps in when standard tools fall short, helping you handle duplicate records without the headache.
After you have installed the Consolidate Solution, you will then be able to create and run a session, you will then be able to review the session results in order to consolidate. This is all done from your Home Screen.
The DQ for Dynamics Home Screen provides an overview of previously run match sessions. It also give you the ability to create new match sessions, which, upon completion, will return to this very same screen. It is also home to the scheduler (available exclusively for our DQ for Dynamics Master Edition) which allows you to schedule sessions according to dates and times of your choosing.
This module also allows for chaining of deduplication sessions so that high certainty matches can be auto-mastered and merged, leaving ambiguous duplicates for semi-automated perfection, or manual review.
- Saves time from manually reviewing records
- Increases productivity by automating repeatable processes and humanising the exceptions
- Improves control by choosing what processes are executed when and in what sequence
The first step is to install the Consolidate Solution:
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Installation
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| Settings |
| Create a Session |
| Home Screen & Scheduler |
Download and install your Consolidate Solution. |
| The foundation for creating your sessions. |
| A 5-step process to finding your matches. |
| Your Applications Landing Page. |
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Congratulations! | ||
You've now consolidated your session. Don't forget the Admin Centre. | ||
| Take me here |
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