DQ for Dynamics™ Capture & Cleanse Overview

Modified on Tue, 9 Jun at 8:00 PM

This guide is designed to support you through every stage of your journey with the DQ for Dynamics™ CRM solution. 


From downloading and installing the solution to provisioning and setting up additional users, each step is clearly outlined for ease of use. In addition, the guide provides comprehensive connectivity instructions, including secure configuration using Client ID and Secret, alongside OAuth and MFA methods, enabling you to confidently deploy and manage your CRM environment with efficiency and control. 


DQ for Dynamics™ Capture is built to provide everyday Dynamics 365 users with powerful point-of-entry data capture solutions. By utilising PCF (Power Apps Component Framework) Tools, DQ for Dynamics™ Capture helps ensure data is consistent, complete, and unique upon entry.


DQ for Dynamics™ Capture removes the frustration of CRM data collection, turning data entry into a quick and easy task for all CRM users.


DQ for Dynamics™ Cleanse offers a user-friendly bulk data cleansing tool, saving you from the hard task of constant CRM data cleaning. 


Developed to provide continuous data cleansing for Dynamics 365 users with an easy-to-use bulk data cleansing tool and removing the time-consuming task of ongoing CRM data cleansing. 


You can bulk cleanse, validate and verify your: email, phone, and address fields with easy-to-use power automate data cleansing workflows. Working right inside Dynamics 365 to make cleansing your CRM records a simple task, helping to increase user adoption and deliver trusted Customer Data.



Getting Started

To get started, you must create an account within the DQ Global Shop.

After registering an account, you must accept agreements for all third-party data providers you wish to utilise as well as enabling permissions. This can be done through My Account within the DQ Shop.


When the necessary agreements have been read, confirmed and permissions have been enabled, the solutions must be downloaded and installed. 


You are now ready to begin in the DQ Shop below: 


 

 

 

DQ Shop



Installation



User Guides



You’re ready to Cleanse

Create an account and view your credits.

 

 

Download and install your Capture and Cleanse Solutions.

 

 

 

Now your Solutions are installed, let’s run through the features in the User Guides.

 

 

 

You're all set-up.

 

Take me here

 

Take me here

 

Take me here

 



Now you have installed the Capture and Cleanse Solutions, you can now Consolidate:







You're ready to Consolidate




You've run your session. 


Now let's look at the matches.




Take me here

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