Perfect & Merge™ Software is more powerful than the out-of-the-box duplicate detection in MS Dynamics CRM and allows for multi-record merge.
DQ Global’s Perfect & Merge™ Data Quality Software is a companion product which can be used in a web browser to address data quality for MS Dynamics CRM. Our Software allows multiple duplicate records to be reviewed and processed side by side within MS CRM to perfect and merge duplicate records with ease.
Perfect & Merge™ for MS Dynamics CRM can be deployed in three flexible and secure ways. The options are:
DQ Global’s Perfect & Merge™ data quality software embeds directly into your CRM system as a plugin. Authorised users can manipulate duplicate records using capabilities not provided in the default MS Dynamics CRM system. With Perfect & Merge™ data quality software you will:
Manage data in real time in the CRM system, no data leaves the CRM environment
Remove duplicates and enhance your levels of data quality instantly
Merge duplicate data to create a surviving best record
Improve the consistency of records and create a Single Customer View (SCV)
Re-assign data linked to any duplicate to its surviving parent entity
Validate important pieces of business information like phone and email
Collaborate to improve CRM system data quality through multiple concurrent logins
Make better informed decisions and prevent unnecessary data waste.