External Data Merger

Manual checking and merging of any two entities

External Data Merger External Data Merger

Manual checking and merging of any two entities

Target

AddOn allows manual checking and merging of any two entities. 

Benefits

The AddOn External Data Merger optimizes the CRM based on the following:

    • Optimization of Data Quality
    • User-friendly and easy to use
    • Save time when entering records
    • Quick overview of the differences in information between source and target entity
    • Automatically population of information from the source entity to the target entity, if the field of the target entity is empty
    • Automatic creation of entries when new data that does not yet exist in the CRM is checked

    Functionality

    Use Case 1 - Internal Data

    • Entities such as duplicate sales opportunities within the CRM are merged

    Use Case 2 - External Data

      • External data has to be imported into the CRM and then merged with existing CRM data. To check if the external data is better or the internal data, a manually check is done to verify which data is merged on the target entity.

      Screenshot

      Data entry mask
       Click image to enlarge

      Additional Information

      Always the adapted AddOn version!

      The Software Assurance ensures smooth and trouble free running of the AddOns. Profit from always up-to-date technology updates, like new versions of Microsoft Dynamics 365, functional updates and patches.

      Download & test Sales contact
      Prices

      AddOn ExternalDataMerger
      Server license < 51 User 1900 CHF
      Server license < 101 User 2850 CHF
      Server license < 201 User 3800 CHF

      Annual Software Assurance is 18% of the license price

      In case your CRM has a higher amount of users or you would like to receive an individual offer, please contact us directly.

      Releases
      Version 7.1.0
      Date of publication 21.06.2016
      Language * DE / EN

      * Additional languages can be provided on request