2. AGENDA
Data management in CRM 2015
Detecting duplicate data
- Duplicate Detection Rule
- Duplicate Detection Job
Deleting data in bulk
Importing data
Exporting data
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
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. IMPORTING DATA
From other CRMs
From other organizations
Spreadsheets
Raw data from marketing person