F.A.Q

Which CRM versions does it support?
It supports CRM 2011, CRM 2013, CRM 2015 and CRM 2016

Does it support on-premise and online?
Yes, both versions are supported

How much does it cost?
792 EUR for one year per CRM organization or 3520 EUR for perpetual license per CRM organization

Do I need to pay for test license?
No, the license fee includes also one license for test

Can I create more than one duplicate rule for same entity?
Yes

Can I select which system view that I want to show when duplicates are detected?
Yes, you can select which system view that you want to use, when duplicates are detected.
You can create one specific for duplicate detection and chose which columns you want to show

Default duplicate detection can only detect data that the user can read, can I set it to detect all data in the system, regardless which security role the user has?
Yes, you can select how it should detect duplicates, you can set this per duplicate rule.

What does the ‘Run as User’ do?
You can use this, if you want it to detect duplicates based on the security role of that user
This is setting per duplicate rule

What does the ‘Run as System’ do?
You can use this, if you want it to detect all data in the system, regardless what the running user have access to.
It will NOT give the user more access in the system, it will only use this to scan for duplicates.

Can it detect duplicates on all entities?
Yes

Can I run ‘Bulk-Merge’ on all entities?
Yes

Is there a report that shows result of duplicate detection?
Yes, when you run the duplicate detection, you can view the duplicates in the result window or open the report, you can export result to excel or PDF.

If I select ‘Allow Save Duplicate’ = No and I forgot to add the script on form, will it still prevent users from creating duplicate?
Yes, it will prevent the user, the script on form is used to show the duplicate detection warning. If the script is not enabled, it will still show an error to the user.

I have integration between CRM and other system, will it also detect duplicates from the integration?
If you want it to, if you set ‘Allow Save Duplicate’ = No, then it will detect duplicates, regardless if it is user or the integration.

Are you planning adding new features?
Yes, new features are planned and will come in future updates

Official webpage?
http://duplicate.cowia.com

 

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s