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Onboarding Guide

This is a comprehensive guide to help with the onboarding of the DQ for Dynamics™ solution.

Step 1 - Installation & Provision

To get started installing and provisioning DQ for Dynamics,™ first follow the steps within the Installation Guide.

Step 2 - Data Profiling

Run a Data Profile of your CRM Data. This will help you to understand your data set so that you can optimise your matching rules and transformations.

Step 3 - Configuration

Follow the 5-Step Process to create a match session.

Step 4 - Review

Review Match Results and edit rules if necessary.

Once you are pleased with session configuration, start Merging Records

Step 5 - Automation (Optional)

Automate duplicate detection and merging via the Scheduler

onboarding_guide.txt · Last modified: 2023/03/06 14:25 by