With market-leading technology, duplicare™ scans every entity to detect all potential duplicates within a database.
Looking beyond simple matches, Data8 checks for variations in names, email addresses, house addresses and company names to capture all potential replicas.
duplicare™ adds the ability to merge more than 2 records at any time and by using custom rules that we will help you build you can add intelligence into your merging window to make the process quick and simple whilst keeping the highest level of data quality possible.
Integration
To get started with our duplicare™ service, complete the prerequisite checks below and then follow the instructions on our Installation Guide. Contact us if you get stuck or have a specific use case and we'll be happy to provide you with technical assistance.
Prerequisites
Before installing the Data8 duplicare™ solution, it is important that you complete the following list of prerequisites:
- Online or IFD
Your Dynamics 365 instance must either be hosted by Microsoft (with a domain name ending in dynamics.com) or be configured for Internet Facing Deployment (IFD). This guide will be tailored towards online integration. - Version
You must have version 8.1.x.x or higher. To confirm your product version, when you are in a model driven app, click on the gearwheel icon in the top right corner of the Dynamics screen and click About. - Data8 account
You must have a valid Data8 account. Please register at https://www.data-8.co.uk/ if you have not already - Registered CRM connection
We need to be able to connect to your CRM for the duplicare™ solution to work correctly. Please enter your connection details at https://www.data-8.co.uk/Dashboard/CrmConnections
Once you have met these prerequisites please contact your Data8 account manager to apply your duplicare™ license to your account.
Installation
The next step of the setup process is to install the Data8 duplicare solution. From the Installation Guide page, select your preferred method of installation (AppSource or manually via zip file).
If you choose to install the solution manually, follow the instructions on this page. For AppSource installation, these steps will have been completed for you.
Next Steps
Now that the solution is installed, you can start configuring the various components within the solution to suit your needs.
A guide for each component can be found below:
Updating Through App Source
Is there a new version?
The Data8 duplicare solution itself has a version checker installed and you will be prompted when you do have a version available to upgrade. Alternatively, Data8 may from time to time contact you to let you know there is a version available for you too.
In the “Duplicare Administration” model driven you’ll see an “Authenticate” option in the left hand navigation bar. By selecting this, you may see the warning in the image to the right.
If you do see this message, head over to the Duplicare solution in App Source to get the latest version.
For more information see our documentation page on Updating Through App Source.
