Learn how the Perfect & Merge tool from DQ Global allows Microsoft Dynamics CRM users to identify, perfect and merge multiple duplicates from any business entity into an easy to use browser based environment.

1. Perfect & Merge for
Identify Perfect Merge

2. What’s the BIG problem?
• Protecting your CRM data
• Working with any CRM deployment
• Identifying non identical duplicates
in MS CRM
• Processing any CRM entity
• Identifying the best record then
providing automated merging
• Keeping track of what has changed

3. Why has it not been solved?
Data
Quality not
core to MS
CRM
Looks easy
but it’s
actually
difficult
Requires
fuzzy
matching
capabilities
Existing
reliance on
MS CRM
merge
screens
MS CRM
Dynamics
only deals
with
Account &
Contact
entities

4. How will things be different
when the problem is solved?
Better
data
Better
adoption
Better
decisions
Better
business

5. What’s different with our
approach?
We identify duplicates using our
advanced matching technologies
Duplicates are reviewed in a
browser based UI
No customer data stored so “Real
Time” updating of records
We suppress records formerly
rejected as duplicates
Any entity may be de-duped and
merged

6. Be a verb not a noun…! Create
the Single Customer View (SCV)
Identify
duplicates
Perfect the
Master by taking
data from
duplicates
Merge and re-
assign so all data
associated with
a duplicate is
correctly linked
to the surviving
master

7. Perfect & Merge
Features and Process
Identify Perfect Merge

8. PAM Tool - Deployment Options:
On
Premise
Private
Cloud
Multi-
Tenant

9. Product Features
• Driven from DQ Match result list
• Any entity may be processed
• Multiple duplicates may reviewed
simultaneously
• Multiple reviewers may
participate simultaneously
• Drag and drop interface for
perfecting the master
• Merging and re-assigning via MS
Dynamics CRM API

10. Product Features… Continued
Launched from within Dynamics CRM
Easy to use browser interface
Management of data to field level
Ability to suppress previously rejected false positive duplicates
Ability to create a sub groups of duplicates for processing
Ability to jump to the source record for secondary research where
the displayed entity data may not convey a complete picture
Audit trail of data changes from duplicate records associated to
the surviving record

11. Coming soon…
Rules for auto suggestion of the Master
(or best) record
Rules for automated field level
merging
Field level validation for: email,
phone, casing etc.
Address lookup through web services
and Google and Bing maps integration

12. Process flow
CRM
Database
PrimaryID
SecondaryID
Score
Status
GroupNo
19 72 88 / 1
26 79 84 ? 2
41 94 82 ? 3
32 85 89 / 4
86 33 83 ? 5
56 5 82 ? 6
58 7 86 ? 7
9 60 81 X 8

13. Perfect & Merge Capabilities
• Promote to Master
• Promote any field
• Drag and drop
• Identify where different
• Suppress as a duplicate
• Defer review
• Re-assign reviewer ownership
• View CRM source record
• Accept duplicate set
• Auto detect master from dupe group
• Auto perfect master from duplicates

14. What you should do next…
• Build a better business based on trusted
data…
• Contact DQ Global
• www.DQGlobal.com
• Talk to a consultant
• sales@DQGlobal.com
• +44 2392 988303 (Europe)
• +1 314-253-7873(North America)