Data quality for professional services
In a professional services firm the client record is the product. A duplicate client is a missed conflict check, a split engagement history and a partner who no longer trusts the CRM.
Consultancies, law firms, accounting practices and agencies run relationships across partners, practice groups and offices. Every proposal, time entry and invoice attaches to a client record, and when that client exists three times the firm loses its overview. The Data Quality App keeps one complete record per client and contact inside Dynamics 365, enforces the fields your engagements depend on, and finds the duplicates that native rules miss.
What bad data costs a firm
Conflict checks that miss
A client filed under two spellings passes a conflict search on one and fails on the other. The risk lands on the partner.
Engagement history split
Proposals, hours and invoices spread across duplicate accounts, so cross selling and account reviews start from an incomplete picture.
Marketing that hits the same inbox twice
Newsletters, seminar invitations and alerts go to duplicate contacts, and the firm looks less careful than it is.
How the Data Quality App helps
- One record per client: exact, fuzzy and phonetic matching finds the same company and contact across abbreviations, legal suffixes and typos, then merges them with the fields you approve.
- Rules for complete engagements: required fields, formats and cross field rules on accounts, contacts and your custom tables, so every engagement starts with the data finance and compliance need.
- Prevention at every entry point: users, imports from practice management systems and integrations all meet the same duplicate and completeness rules.
- Data Health Studio: a data quality score per table, tracked over 30, 60 and 90 days, so managing partners see whether the CRM is getting better or worse.
Armanino LLP, a top 20 US accounting and consulting firm, replaced manual duplicate handling in Dynamics 365 with the Data Quality App and its phonetic matching and multi record merge. One subscription covers unlimited data, every table and all features.
Read the customer storiesFrequently asked questions
How do professional services firms remove duplicate clients in Dynamics 365?
With duplicate rules that combine exact, fuzzy and phonetic matching on company name, contact name, email and domain, then a bulk merge that consolidates engagement history into one record. The free 15-day trial reports the duplicate count across your full environment first.
Can the Data Quality App enforce data our conflict checks depend on?
Yes. Rules on required fields, formats and cross field conditions run on accounts, contacts, opportunities and custom tables, and the result is shown on the record and in Data Health Studio.
Does it work with the practice management systems we integrate?
Yes. Records created by integrations and imports are checked by the same rules as manual entries, and live duplicate monitoring flags matches as they are created.
See how many duplicate clients you have
Start your free 15-day trial inside your own Dynamics 365 environment. All features, unlimited data, no subscription needed.
