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Managing Data in MS Dynamics CRM 2015

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Customer Relationship Management systems are having huge data here I am talking about how to manage this huge data, along with exporting and Importing

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Managing Data in MS Dynamics CRM 2015

  1. 1. MANAGING DATA IN MICROSOFT DYNAMICS CRM 2015 BY ASHISH VISHWAKARMA
  2. 2. AGENDA  Data management in CRM 2015  Detecting duplicate data - Duplicate Detection Rule - Duplicate Detection Job  Deleting data in bulk  Importing data  Exporting data
  3. 3. DATA MANAGEMENT IN CRM 2015
  4. 4. 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
  5. 5. DUPLICATE DETECTION RULES HOME
  6. 6. CREATING NEW DUPLICATE DETECTION RULE
  7. 7. DUPLICATE DETECTION SETTINGS
  8. 8. CREATING NEW DUPLICATE DETECTION JOB
  9. 9. PUTTING CREATED JOB ON WORK
  10. 10. 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
  11. 11. IMPORTING DATA  From other CRMs  From other organizations  Spreadsheets  Raw data from marketing person
  12. 12. IMPORT OPTION IN USER’S HOME
  13. 13. IMPORT OPTION IN ACCOUNT’S HOME
  14. 14. MY IMPORTS HOME
  15. 15. IMPORT REPORT
  16. 16. EXPORTING DATA  To other CRMs  To other organizations  Spreadsheets
  17. 17. EXPORTING DATA
  18. 18. THANK YOU! ANY QUERIES?

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