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admin_functionality:search_module

Search - Coming Q2 2021


In Q2 of 2021, DQ Global will be releasing its point of capture functionalities for DQ for Dynamics. This will work as a managed solution within dynamics CE to prevent the addition of duplicate records in your CRM. This means, whether you want to maintain an existing Dynamics CE system, or start from fresh with your new system; the new Search functionality will prevent you from experiencing data decay as you add new records to your CRM system.

Search Module Features:

  • Prevent Duplicates from being added to your CRM Data
  • Search for duplicates Account/Contact or Lead Entity
  • Can Search for attributes in; Account name, First Name, Last Name, Email, Phone and Address lines

Search Module Benefits:

  • Reduce the frustrations attached with entering duplicates into your CRM system
  • Be confident you are adding unique data to your database
  • Better manage your relationships with your Customers

This is a high level overview of the Search functionalities that will be deployed in Q1 of 2020.

admin_functionality/search_module.txt · Last modified: 2021/01/26 10:30 by conor.doyle