Data Quality App for Professional Services
بواسطة Techdio ApS
Clean client and engagement data in Dynamics 365 for consulting and professional services firms
Data Quality for Professional Services Firms on Dynamics 365
In a services business, the client record is the business. Duplicate accounts split engagement history, conflict checks miss relationships, and partners walk into meetings with half the picture. This app keeps client, contact and engagement data in Dynamics 365 and Dataverse clean, complete and connected.
One client, one relationship history
Exact, fuzzy and phonetic matching finds the duplicates that referrals, event lists and imports create, across any entity at scale. Bulk merge with configurable master-record rules unifies relationship history safely, and prevention at the point of entry keeps new intake from recreating duplicates. Armanino, a leading US accounting and consulting firm, trusts this engine for client data at scale.
Standards every practice group follows
Choose from 22 rule types on any table, standard or custom: required fields, email and phone formats, date checks, cross-field consistency and your own Power Automate flow logic. The Data Quality Dashboard shows fee earners what needs fixing the moment they open a record.
Measurable data quality
Data Health Studio measures duplicates, rule compliance and completeness per table over 30, 60 and 90 days, so the firm can manage data quality like any other KPI.
Get started today
Click Free trial for 15 days of the full solution, no card required. Tenant admins can install on behalf of the organization. Everything runs natively in your own environment: your data never leaves your tenant. Microsoft certified, rated 5.0 on Microsoft Marketplace.
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For more information visit www.techdio.dk