This is a comprehensive guide to help with the onboarding of the DQ for Dynamics™ solution.
To get started installing and provisioning DQ for Dynamics,™ first follow the steps within the Installation Guide.
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.
Follow the 5-Step Process to create a match session.
Review Match Results and edit rules if necessary.
Once you are pleased with session configuration, start Merging Records
Automate duplicate detection and merging via the Scheduler