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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CData Excel add-ins can be installed directly into Excel. They allow anyone to connect to live data from over 200 data sources -- within Excel. Access data from your CRM, ERP, sales and marketing, as well as cloud and database tools, is possible quickly and easily. You can even push changes directly from Excel to your data, no matter where it is located. Connect to live data: - Quickbooks – Sage – Salesforce – HubSpot — Microsoft Dynamics 365 ­ MySQL ­ SQL Server eTrade — And many more. The CData Excel Addins simplify how you read, update, and write live data from desktop and web applications. Ideal for mass imports/exports/updates, data cleansing and de-duplication, Excel-based data analysis, and many other purposes. The Add-Ins provide powerful tools such as: - Bidirectional access to live data; - Simple-to-use configuration; - Quick data exports, imports, backups, and other integrations.

Description

DQ For Dynamics offers a comprehensive solution for managing data specifically tailored for MS Dynamics CRM users. It is designed to ensure that the customer data you rely on is both reliable and accurate. This software caters to Dynamics 365 users and CRM administrators, particularly when the standard Dynamics tools fall short and additional support is necessary. DQ for Dynamics integrates seamlessly with Dynamics 365, streamlining the process of cleaning and consolidating CRM records to create a unified view of your customers, making your data more suitable for business applications. With this solution, you can significantly cut down on the time spent reviewing duplicates—up to four times faster than the standard merge review process. The platform allows you to easily configure rules and manage duplicate records through an intuitive multi-record review interface. By enhancing the efficiency of your marketing initiatives, sales monitoring, and comprehensive reporting, DQ for Dynamics addresses underlying issues to facilitate effective segmentation of your CRM data and improve overall data management outcomes. This results in a more coherent strategy for leveraging customer insights across your organization.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365
Microsoft Excel
Microsoft Power Apps

Integrations

Microsoft Dynamics 365
Microsoft Excel
Microsoft Power Apps

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CData Software

Founded

2006

Country

United States

Website

www.cdata.com

Vendor Details

Company Name

DQ Global

Founded

1997

Country

United Kingdom

Website

www.dqglobal.com/products/dq-for-dynamics-home/

Product Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Product Features

Data Quality

Address Validation
Data Deduplication
Data Discovery
Data Profililng
Master Data Management
Match & Merge
Metadata Management

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