managing data in ms dynamics crm 2015
TRANSCRIPT
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MANAGING DATAINMICROSOFT DYNAMICS CRM 2015
BY ASHISH VISHWAKARMA
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AGENDA Data management in CRM 2015 Detecting duplicate data - Duplicate Detection Rule - Duplicate Detection Job Deleting data in bulk Importing data Exporting data
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DATA MANAGEMENT IN CRM 2015
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DETECTING DUPLICATE DATA Maintain Data Quality Duplicate detection rule Can be applied across different record types Multiple rules on single entity are allowed, but Limit is 5 Automate using Duplicate Detection Job Clean the data by deleting/deactivating/merging
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DUPLICATE DETECTION RULES HOME
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CREATING NEW DUPLICATE DETECTION RULE
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DUPLICATE DETECTION SETTINGS
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CREATING NEW DUPLICATE DETECTION JOB
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PUTTING CREATED JOB ON WORK
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DELETING DATA IN BULK Stale data. Irrelevant data. Unneeded test or sample data. Incorrectly imported data.
Delete data across multiple entities. Delete records for a specified entity. Email notifications. Delete data periodically. Schedule the start time of a recurring bulk delete. Retrieve reports
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IMPORTING DATA From other CRMs From other organizations Spreadsheets Raw data from marketing person
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IMPORT OPTION IN USER’S HOME
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IMPORT OPTION IN ACCOUNT’S HOME
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MY IMPORTS HOME
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IMPORT REPORT
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EXPORTING DATA To other CRMs To other organizations Spreadsheets
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EXPORTING DATA
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THANK YOU!
ANY QUERIES?