About Matching and Merging Records - trillium_quality - 2.7

Trillium Quality for Dynamics Guide

Product type
Software
Portfolio
Verify
Product family
Trillium
Product
Trillium > Trillium Quality
Version
2.7
Language
English
Product name
Trillium Quality
Title
Trillium Quality for Dynamics Guide
Topic type
Administration
Overview
Installation
Reference
How Do I
Configuration
First publish date
2008
ft:lastEdition
2023-05-25
ft:lastPublication
2023-05-25T13:35:56.864032

To reduce the number of duplicate records in your system, before committing a record to your CRM database Trillium Quality for Dynamics compares it with existing active records. If it detects potentially duplicate records, and if you have been assigned the duplicate detection security role, a window alerts you to the duplicates and lists those records for you to examine. Optionally, if you have been assigned the merge security role, you can merge information from duplicate records, keeping one active record with more complete data.

When Cross Match Mode is enabled by your system administrator, you can also match across lead and contact entities, and, optionally, merge a lead into a contact. See Cross-Entity Matching and Merging.

Note: Trillium Quality for Dynamics does not use Dynamics 365’s duplicate detection rules. Those rules are disabled for entities in which Trillium Quality for Dynamics is used.