You can run a standard batch process using one of the 13 standard batch requests provided by Trillium to cleanse, match, merge accounts, contacts, or leads. You can also cross match contacts to leads and potentially merge cross-matched leads into contacts. (See Creating a Custom Batch Request for information on creating customized requests.)
To run a standard batch process
On the machine from which you deployed Trillium Quality for Dynamics, from the Start menu select Trillium Software > Trillium Quality for Dynamics n.n.n > Standard Batch Manager. The CRM Settings tab of the Standard Batch Manager opens.
If the Standard Batch Manager has been run previously, the saved settings are displayed. (Settings are stored in a configuration file. The path to the configuration file is displayed near the top of the CRM Settings tab.) If the CRM Settings tab is pre-filled, make changes as described below or skip to Step 13.
Select your Microsoft Dynamics 365 host location and authentication method:
- Online Office 365-OAUTH (recommended)
Online-Office 365-North America
ADFS (Active Directory Federation Services)
Online-Office365-Custom (Use this option to enter an online host URL other than those provided.)
Enter the name or URL of the server that hosts CRM.
If you selected the Online-Office365-North America, Europe or Asia option for your CRM host, this option is inactive. The server URL is automatically assigned.
Do not enter an IP address. You must enter a DNS name or URL.
If your CRM port is something other than the default port 80, enter the port number (typically 5555).
Select SSL Mode? if you are using the HTTPS web protocol, otherwise HTTP (the default) will be used.
Enter your CRM organization name. To view a list of available organizations, after you enter your CRM Login Information (that is, after you complete Step 10 below) click Org List.
If you are using an OnPremise CRM server or are using ADFS authentication and you would like to use your current Windows login information as your CRM identification, select Use Windows account for Authorization. If you select this option, skip to Step 10. (This option is not available if you are using Office 365 or LiveID authentication.)Note: Windows authentication is not available for Master Batch connection. If you are using a Master Batch process, do not select Use Windows account for Authorization. You must enter the User ID, Password and Domain manually.
If not using Windows account authorization, enter your CRM User ID.
Enter your CRM password.
Enter a domain name to be used to authenticate your credentials. A domain name is not required for CRM Online organizations.
Click Test Login to ensure that the server and login information are correct. A message indicates whether the test was successful. This ensures that your CRM server location and login information are correct. If the test is not successful, correct your login information before proceeding.
Click Save to save your information in the Standard Batch configuration file. Your entries will be automatically used when the Standard Batch Manager is next run. (The Save As option is not used with Standard Batch requests.)
Click the Standard Batch tab.
Click Load Batch Request List. All TSS standard batch requests defined in Dynamics 365 are listed, including the 13 default requests and any TSS Batch Requests you have defined. Click OK to dismiss the Batch Request List loaded information message.
- Select one of the batch requests, click Start Batch Request, and click Yes to confirm the request. A CRM batch job starts and information about the job is listed in the Batch Job panel.Warning: Records must be cleansed before being matched or auto merged. The cleanse process creates the key on which matches are evaluated. If you run a Match Only process on records that have not been cleansed, no matches will be found.
The Batch Job panel is updated every five seconds. You can also monitor the batch job through the Batch Job page in Dynamics 365, as described in Reviewing Batch Jobs.
When the job completes, click OK to dismiss the Completed message and close the Standard Batch Manager.
You can use the TSS Batch Jobs page to review the results of the job, as described in Reviewing Batch Jobs. If you run a matching job, after the job completes you can merge matching records using an Auto Merge request, as described in Automatically Merging Matched Records, or review and merge records using the TSS Match Display, as described in Viewing and Merging Duplicate Records.