admin_functionality:across_entity [DQ for Dynamics™/DQ for Workbooks Wiki]

admin_functionality:across_entity

Across Entity

Cross compare data within an entity or across entities for:
- Prevention – Avoids duplicate creation when a lead is converted to an opportunity/account/contact
- Completeness – Fills data from the Lead to the Account or Contact
- Integration – Ensures preventable duplicates are not introduced by marketing automation solutions
- Cross comparison:
  - Within Account, Contact or Lead entities, so that CRM view A (e.g. existing records) can be compared to CRM view B (e.g. newly imported records) to identify and Master your CRM records
  - Across records from Leads to Accounts, or Leads to Contacts for a more accurate and complete “Master Record”. This Powerful capability avoids duplicate records being added during the Dynamics Lead to Opportunity and Account/Contact conversion process

admin_functionality/across_entity.txt · Last modified: 2022/09/30 07:29 by hayden.law