We are going to focus on B2B processing, the configuration of which is specific.
This processing allows you to enrich the companies already present in your database using data from notice 80 taken from the INSEE database of French companies.
- Click on « New » :
- “General” screen: identical to conventional processing (see 1.2)
- “Advanced” screen: identical to conventional processing (see 1.2)
- Screen ”B2B”:
Select the data you want to use for reconciliation.
Click on "Save & Close"
At the end of the processing, however, you have the possibility of carrying out the fusion at the end of the process after checking the results using the button.
The merge is only performed on the matches with the highest reliability score at the processing output.
- This action can be canceled using the button "Unmerge".
- The visualization of the detail of the return codes is done through the button "DQE Codes"
- Default configuration
This uses standard Dynamics fields only and contains basic configuration.
This menu allows you to modify the mapping proposed by default.
- Customization of fields: you can add other fields from the 80 record and use others standard Dynamics fields for the mapping.
You can also create your own custom fields to populate with Record 80 data.