Thursday, April 27, 2017
Profisee Master Data Management Blog

Keeping Customer Master Data Clean and Synchronized Across the Enterprise

As we discussed in the first blog in this series, “Dynamics CRM Implementation with Master Data Maestro Cleansing“, Master Data Maestro’s Dynamics CRM Adapter enables you to cleanse and de-duplicate customer records loaded into your Dynamics CRM instance from various enterprise source systems. User-defined survivorship rules and processes determine which attributes of matched records from these multiple sources are used to create the master record – or “Golden Record”. Harmonization is the compl......

Dynamics CRM Implementation with Master Data Maestro Cleansing

Making the effort to load the most accurate and complete data possible into Microsoft Dynamics CRM can lower total cost of ownership and simplify later integration efforts. This endeavor can be greatly expedited by adding data management and cleansing technologies into the process before bringing the new system online. The larger and more distributed the initial customer data is, the more value these technologies can provide. While there are any number of systems that can be used to load data in......

Managing Master Data with Many Casual Data Stewards

Having master data centralized in a common repository is the first step in getting your master data under control. However, master data management (MDM) is more than data integration and centralization. You also need the “management” component of MDM. Most out-of-the-box solutions, MDS included, have an interface through which master data can be managed. This is great when you have a smaller number of "power" users who manage master data frequently. But what happens when you have a large number ......

Master Data Services and Data Quality Services Updates in SQL Server 2014 CTP2

Microsoft has now released CTP1 and CTP2 of SQL Server 2014. After downloading and installing CTP2 and probing around a bit, we discovered that there are a number of bug fixes in MDS and DQS. However, there do not appear to be any improvements to existing functionality or new features added to Microsoft’s Master Data and Data Quality products. While we don’t know for certain, it would be very unusual for any major changes to be introduced after CTP2. So it seems likely that MDS and DQS will be b......

Master Data and Big Data

Big data is a hot topic in the data space today, with many of the major data vendors working to quickly release big data-capable solutions that compete with the incumbent big data platform, Hadoop MapReduce. With the speed at which new data is created, big data is real and is here to stay. Over the coming years, some of the applications of big data theory will deliver tremendous insights into the trends that exist in data generated by people and systems. Many in the master data management (MDM) ......

Maestro Adapter for Dynamics CRM :: Support for 2013

Changes are coming to Dynamics CRM! While many customers are in the midst of migration from Dynamics CRM 2011 to Dynamics CRM 2013, Profisee is working to ensure this transition is seamless with your Master Data Management system. The same Master Data Maestro maps and adapter will work for both 2011 and 2013 versions of Dynamics CRM.Key changes in Dynamics CRM 2013 are primarily to the UI, with a new dashboard, access for mobile/touch screen devices, and support for Firefox and Chrome browsers. ......

Deploying Microsoft MDS (4 of 4) :: Subscription Views

It is a common misconception that subscription views are not included when deploying a package. This is not true; subscription views are included, in certain scenarios. The behavior differs slightly depending on whether your package includes data. What follows is an overview of MDS’ behavior in both of these scenarios:Package with no dataWhen a package is created from MDS that does not include any data, the subscription views that use a version flag are all included. For example, you have create......

Deploying Microsoft MDS (3 of 4) :: Business Rules

There are two common challenges when deploying business rules between environments: When rules or rule items are deleted from the lower environment, the changes are not reflected in the higher environmentWhen rules refer to Domain Based Attribute values, those values must exist in the target model in order to edit or execute rules We’ll tackle these issues one at a time.Deleted Rules or Rule ItemsThis is similar to the previous post in this series, which showed how MDS fails to detect deletions......

Deploying Microsoft MDS (2 of 4) :: Non-additive Model Changes

Once a solution is in production, deployments for subsequent releases must be done incrementally. MDM solutions are generally additive in nature, and most changes that are promoted involve the addition of new model artifacts (entities, attributes, business rules, etc.).As the solution grows and matures, there will be releases that include some form of cleanup to remove artifacts that are no longer needed. From a deployment perspective, this presents a challenge. MDS Model Deployment only synchro......

Deploying Microsoft MDS (1 of 4) :: Model Package Editor

The Microsoft Master Data Services model deployment functionality is quite capable, but their packaging in the MDS 2008 R2 release was slightly limiting (or, more accurately, not limiting enough). An MDS 2012 feature called Model Package Editor provides new model deployment options that dramatically improve MDS release management flexibility. In this blog post, we will discuss key MDS Model Package Editor functionality and how it can help your organization.Often times, there is a need to deploy ......
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