DQ Master Edition builds on the DQ Foundation module to enhance and add additional functionality to your DQ for Dynamics/Workbooks Solution.
Master Record Merge (MRM) Module
As per the foundation edition above plus the following:
Rules based automation for:
Auto-Mastering – Best (Golden) record detection through definable rules
Auto-Filling – Auto-population of the master using data field values from duplicate records using definable rules
Auto-Merging – Safely auto-merge duplicate records
Schedule sessions at 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
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
Audit Log (N/A for Workbooks DQ)
The DQ4Dyn audit log module – via a managed solution, adds a custom entity into CRM which stores all data changes which 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 the ability to:
Identify from which record any “New Value” was taken from
Link directly from the log to the record from where the “New Value” was sourced
See all duplicate loser values compared to the Winners “New Value”) and link directly to any respective losers’ record detail page
Improve trust and know which data field values have been changed, when and by whom
Increase visibility and see all data changes old to new values within the audit log
Enable hyperlinks from within the audit log directly to the winning record or the losing record
Post-Merge De-Dupe (N/A for Workbooks DQ)
When duplicate records are merged, their related entity records are re-linked to the surviving master; this can cause duplicates to be introduced
Our optional “Post-Merge” Module avoids this challenge, optionally de-activating or deleting identical duplicate records, so you can rest 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
Custom Entity De-dupe
Match and merge tables outside of the standard Account, Contact & Lead entities.
Create a Master Record by defining best record and best fields rules.
Most importantly, ensure all related data is re-assigned onto your master record.
start/modules/additional_module.txt · Last modified: 2023/01/23 09:51 by conor.doyle