Armanino: Trusted Client Data at Scale
Updated September 2026.
In short: Armanino LLP replaced manual duplicate handling in Dynamics 365 with the Data Quality App, using phonetic matching and multi record merge.
Armanino LLP, a Top 20 CPA and consulting firm in the US, kept running into duplicate records across multiple Dynamics 365 entities, a problem the standard CRM functionality could not resolve. The Data Quality App proved to be the game-changer.About Armanino
Armanino LLP is a Top 20 CPA and Consulting firm in the nation, one of the “Best of the Best” accounting firms and a Best Places to Work, both nationally and regionally, with a strong commitment to its communities and Green Certified operations.The challenge
As a long-time Dynamics 365 customer, Armanino encountered a recurring issue of duplicate records on multiple entities. Despite relying on the standard CRM functionality, the team was unable to resolve the problem, until they came across the Data Quality App.In their own words
I am thrilled to share my experience with Techdio’s Data Quality product, which has proven to be a game-changer for our organization. Unlike other solutions, especially Microsoft’s duplicate detection utility, Techdio’s offering provides an automatic improvement that is unparalleled. The inclusion of options for phonetic matching is a true standout feature, ensuring that even nuanced similarities are identified and resolved. Moreover, the ability to review and merge more than two records at a time has significantly boosted our efficiency, saving us valuable time and resources. The intuitive interface and seamless integration have made the entire process remarkably smooth. Thanks to Techdio, our data management has never been this accurate, reliable, and hassle-free. I wholeheartedly recommend the Data Quality App to any organization looking to elevate their CRM experience.Rob HarrisonArmanino LLP Read more customer stories or see the Data Quality App.
Related guides: Dynamics 365 data quality guide, duplicate detection guide and Dataverse data quality guide.
Frequently asked questions
What data quality problem did Armanino LLP have?
Recurring duplicate records across several Dynamics 365 entities that the standard duplicate detection utility could not resolve.
What made the Data Quality App different for Armanino?
Automatic improvement of records, phonetic matching that catches nuanced similarities, and the ability to review and merge more than two records at a time.
Which features does Armanino use?
Duplicate detection with phonetic matching, multi record merge and data quality rules across their Dynamics 365 environment.
Improve your data quality in Dynamics 365
The Data Quality App keeps records complete and correct with data quality rules at the point of entry, finds duplicates with fuzzy and phonetic matching, resolves them with bulk merge and measures your data health over 30, 60 and 90 days. Native in your own environment, free for 15 days.
Hasret Smajlović
Hasret Smajlović is the co-founder of Techdio, a Microsoft Certified Global ISV building data quality and migration solutions for Dynamics 365 and Power Apps. Working in the Microsoft business applications ecosystem since 2009, Hasret has delivered more than 100 end-to-end Dynamics 365 implementations, upgrades and migrations across cloud and on-premises environments. In 2024, Microsoft selected Hasret for its Partner Advisory Council as one of the world's top 25 Business Applications professionals among Microsoft partners. Hasret studied strategic management at Harvard Business School Online and holds a Mini MBA in organizational leadership.
