Streamlining Email Marketing and Boosting Conversion Rates with Dynamics CRM and Data Quality App for Dynamics 365



Email marketing is an essential part of any business strategy. It allows companies to reach out to potential clients and engage with their audience.
However, managing the large number of emails sent daily can be a daunting task, and it can be challenging to keep track of all the leads and responses.
This is where the Dynamics 365 and the Data Quality App come in.

Let’s imagine a scenario where a client is sending emails to potential clients from the Dynamics 365.
The organisation sends out a large number of emails daily and wants to have a better overview of leads where there was no response on those messages.

To achieve this, the client uses the Data Quality app for Dynamics 365, which allows them to sort data where emails are older than 14 days, the number of days the client decided should pass without a response.

Then, using only one field created by Data Quality App in the advance find, all contacts with no response can be found and disqualified or deleted with couple of clicks.
This saves the client a lot of time, as they no longer need to search for contacts or perform additional sorting.

The Data Quality rule created by the client is set to show a warning on contacts where the last email activity is older than 14 days on the contact.
This allows the client to quickly identify leads that are no longer engaged and focus on more active leads.
By doing this, the client can improve the overall data quality of their CRM system and increase the efficiency of their email marketing campaigns.

By creating a dashboard using this field, users can get an overview of all their leads and their “No incoming email” field status.
This can help them identify leads that have not been engaged in a while and take action to re-engage them.

For example, a client can create a dashboard that displays all leads with a “No incoming email” field status of more than 14 days.
This dashboard can be shared with the sales team, and they can use it to focus on re-engaging these leads by sending them personalized follow-up emails or making a phone call.

Data Quality App for Dynamics 365 provides a powerful tool to manage and maintain data quality in Dynamics 365.
It allows businesses to create custom rules that can be applied on any entity e.g. on contacts, accounts, and leads.
Get a quick overview via dashboard or when entering each record. Later use these fields/criterias for marketing and Power BI.

In conclusion, managing email marketing campaigns can be challenging, but with the Dynamics 365 and the Data Quality app, it can be more manageable.
By using custom data quality rules, users/management can quickly identify inactive leads and focus on those that are more likely to convert.
This, in turn, can lead to better engagement rates, higher conversion rates, and ultimately, increased revenue for the business.

If you would like to try Data Quality App please visit: or reach out to us via email on

Data Quality App – Passed New Recertification for AppSource

We are pleased to announce that Duplicate Detection Addon for Dynamics 365 has passed the new recertification for AppSource by Microsoft.

The new recertification process gives customers access to a single marketplace where they can discover certified, high-quality apps.
Certification also validates that partner apps are running on the latest version of the software, making it easier to rapidly onboard new features and capabilities.

Recertification is required each time you make an update to your app or every 6 months.

AppSource – Duplicate Detection Addon

Screenshot 2019-09-13 at 10.15.09

Features for next release of Data Quality App for Dynamics 365 CRM/CE

New features

  • Support for Unified Interface
  • Support for Power Apps
  • Source and Target filtering extended to work for Bulk Detection, List View Bulk Detection and Real-Time Detection.
  • Warning of duplicate on creation of a record, for an example:
    You have an DD rule on contact e-mail, when user is in process of
    creating new contact and types an e-mail that is a duplicate,
    duplicate warning will appear so user can see the warning before
    typing all data and clicking save.
  • Warning of duplicate when opening a record, for an example:
    If user opens a record and it has a duplicate, user will see a
    warning that there are duplicate for this record.

In addition to the new features, below will be fixed:

  • License user error when DD addon is installed and no rules active. It will now check for license when there is one rule active.
  • Empty detection result window popping up when navigation in certain way.

Next Release – New Features

Next Release – New Features

Here is description of new features and minor fix for Duplicate Detection Addon for Dynamics 365

1st New Feature:
For Bulk Merge, we have added the option that you can select which related entities will be merged to the master record.

For an example if you don’t want cases to be merged to the master record, you can do that now.

2nd New Feature:
Users can now run duplicate detection from list views and administrator can select which duplicate rules are enabled for list views.

For an example: User can select contacts from the view or run duplicate detection on all records from the view. User will be presented which duplicate rules are enabled for that entity and select which rule to use to check for duplicates.
From here, user can select to run duplicate detection in foreground or background as you can in current release.

When running duplicate detection in background, the lookup field for the result was empty for easy navigation,  it has been fixed in next release.


Create Duplicate Rule That Will Ignore Integration User

This example is for those who have some integration to Dynamics CRM and already are doing duplicate detection in the integration job.

For an example, let’s say that you have integration for contacts between CRM and AX.
In the integration job for contacts, you have specified match rule when to create or update contact, let says that this match rule is the e-mail address.

If you have created duplicate detection rule on contacts and also matching on e-mail, then following will happen:

1. Integration job checks if contact exists in CRM
2. Integration job will then either create or update contact in CRM
3. Duplicate detection will also check if there are duplicate when integration job tries to create/update

If you trust the validation rules in your integration job and don’t want duplicate detection to also validate for duplicates when data comes from integration, then you can add the integration user under ‘Ignore users’ on the duplicate rule and it will ignore requests by this user.

When doing this, the following will happen:

1. Integration job checks if contact exists in CRM
2. Integration job will then either create or update contact in CRM
3. Duplicate detection will also check if there are duplicate when integration job tries to create/update


Example – How To Select Account With Account Number As The Master Record For Bulk Merge

Here is an example how to select an account that has account number as the master record when bulk merging account duplicates.

1. First, you need to run bulk detection on accounts using one of your duplicate rules.

2. When finished, open the ‘DD Bulk Operation’ result for the bulk detection.
Here you will see all of the duplicates that it has found.

3. If you click on ‘MERGE DUPLICATES’ button, you will see option ‘Select master record by using FetchXML.’
If you check this, you are able to insert your own criteria for selecting the master record.
To use this, you need to insert the criteria as fetch xml.
For now, close the window.

4. If you are familiar with advanced find, then this will be an easy task to do.
Open advanced find, select entity ‘Accounts’ and create a filter where account number contains data and click on ‘Download Fetch XML’
Like this:


5. It will download a file ‘FetchXML.xml’ on your computer, right-click on it and open in notepad.
6. Copy all of the text from the file.
7. Go to back the ‘DD Bulk Operation’, click ‘MERGE DUPLICATES’ and check ”Select master record by using FetchXML.’
8.  Paste the value that you copied from the file.

An example of fetch xml:
<fetch version=”1.0″ output-format=”xml-platform” mapping=”logical” distinct=”false”>
<entity name=”account”>
<attribute name=”name” />
<attribute name=”primarycontactid” />
<attribute name=”telephone1″ />
<attribute name=”accountid” />
<order attribute=”name” descending=”false” />
<filter type=”and”>
<condition attribute=”accountnumber” operator=”not-null” />

9. It will now use this fetch xml for selecting the master record, if it finds more than one record for the duplicate set, it will use ‘Merge order’ options to select the master record.

Notice that it will only merge the records that are found by the fetch xml criteria, if there are any duplicates left that haven’t been merged, you can create another fetch xml to select their master record or just use the ‘Merge options’ to merge the last ones.

If you have any questions, need help with creating rules or want live demo, you are welcome to contact us on email:







3 New Awesome Features

We are happy to announce the latest release of Duplicate Detection Addon, we have added these 3 awesome features and other improvements.
  • You can create your own rule for selecting master record for bulk merge
  • Ignore Users – You can add users which to ignore for the specific rule
  • Users can run/schedule background jobs for their own data
We have also improved many of the existing features, such as Background Service, you can now retry failed jobs and cancel them directly from CRM.
If you have questions, need help with creating rules or want us to give you live demo, you are welcome to contact us on
 You can download latest version from Microsoft AppSource, click here

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