Services

Data Cleansing Services for Dynamics 365

Let experts clean your Dynamics 365 and Dataverse data for you, using the Data Quality App, run by the team that built it.

Most organizations know their CRM data has problems. Duplicates, half-filled records, formats that differ from one team to the next. What stops them is not awareness, it is time, and the worry of merging the wrong records. Our data cleansing service removes both: we do the work with the Data Quality App, you review and approve, and depending on the package you keep the app and the standards when we are done.

How our data cleansing service works

1

We assess your data

We start with a free scan of your full environment: duplicates, incomplete records and inconsistencies across your entities, standard and custom. You get a report of what we found, before you commit to anything.

2

We build the plan

Together we define what a clean record means for your organization: matching rules, master-record logic for merges, and the data requirements each entity should enforce going forward.

3

We cleanse, you approve

We run the analysis and merges in a sandbox environment first: exact, fuzzy and phonetic matching, bulk merge with your master-record rules, manual merge where judgment is needed. You validate the results in the sandbox, and only then do we execute the same, approved cleanup in production. Nothing is merged behind your back.

4

Your data stays clean

Cleanup without prevention is a subscription to more cleanup. With Cleanup + Standards and Managed plans, we leave data quality rules active on every entity, the Data Quality Dashboard on your records, and Data Health Studio measuring progress at 30, 60 and 90 days, and you keep the app for a full year.

What that means for you

No guessing games

Every step is measured, and rehearsed. Merges run in a sandbox for your validation before production. You see the duplicate count before, the merge log during, and the Data Health Studio score after.

No software to learn

We run the Data Quality App for you. On Cleanup + Standards and Managed plans we hand it over with your rules configured, license included for a year, and train your team to take it from there.

Proven at enterprise scale

The same app and process have detected and merged more than 2 million duplicate records for a single enterprise customer, and reclaimed over 50GB of CRM storage for another. Microsoft certified.

Packages

Tier 1

Cleanup

  • Free full-environment duplicate scan and report
  • One-time deduplication and merge of your chosen entities
  • Bulk merge with agreed master-record rules, manual merge where needed
  • Review checkpoints and a complete merge log
  • The Data Quality App is removed at the end, you keep the clean data and the full report

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Tier 2

Cleanup + Standards

  • Everything in Tier 1
  • Duplicate prevention at the point of entry
  • Data Quality Dashboard configured on your records
  • Data Quality App license included for one year
  • Handover and training for your team
  • Support on workdays, 9 AM, 5 PM CET

Reach out to us

Tier 3

Managed data quality

  • Everything in Tier 2
  • Data quality rules configured on every entity, standard and custom, from required fields and format checks to cross-field logic, freshness checks and flow rules
  • Data Health Studio reporting at 30, 60 and 90 days, and beyond
  • Data Quality App license included for one year
  • Quarterly data quality reviews with our team
  • Full support included, direct access to our team throughout the engagement, under our support terms

Reach out to us

Need something specific? Flow rules with your own logic, validation against external systems, or cleanup ahead of a migration, we scope add-ons on request.

When your data is clean, the rest gets easier

Decisions you can trust

Reports and forecasts built on one clean record per customer, not three conflicting ones.

A more productive team

No more double work on duplicate accounts, or hunting for the right record before every call.

Stronger customer engagement

One complete view of each customer means fewer embarrassing misses and better conversations.

Automation that works

Flows, integrations and AI agents are only as good as the data underneath them. Gartner puts the cost of poor data at $12.9 million per year for the average organization.

Less fragmentation

Shared standards on every entity, so sales, service and marketing work with the same definitions.

A single source of truth

Your CRM becomes the place people trust, because what they find there is complete, current and correct.

Frequently asked questions

What do data cleansing services for Dynamics 365 cost?

Every engagement is a fixed price, scoped to your environment and the tier you choose, no hourly surprises. It starts with a free scan of your Dynamics 365, and you get the full price up front before anything is committed. Reach out and we will quote it for you.

What is included in the service?

A free full-environment scan and report, deduplication and merge with agreed master-record rules and review checkpoints, and depending on tier: data quality rules on every entity, duplicate prevention, the Data Quality Dashboard on your records, training, a one-year Data Quality App license, and Data Health Studio measurement at 30, 60 and 90 days. On the Cleanup tier the app is removed after the project; on the higher tiers you keep it for a year.

Is it safe to merge records in production?

Yes, because production is never the first stop. We run the full analysis and all merges in a sandbox environment first, you validate the results, and only then do we execute the same approved cleanup in production. Combined with review checkpoints and a complete merge log, nothing changes in your live system that you have not already seen and signed off.

Can you clean custom tables as well?

Yes. The Data Quality App works on every entity in Dynamics 365 and Dataverse, standard or custom, so the cleanup and the rules cover your whole data model, not just accounts and contacts.


Get started

Start with the free scan of your data

See what is actually in your Dynamics 365 before you decide anything. Free 15-day assessment of your full environment. No subscription needed.

Microsoft Marketplace rating 5.0