Thursday, 16 February 2012

How does Crm smart matching work? smart matching rules and logic

How does smart matching work:

Smart matching relies completely on the existence of similarity between emails. The subject and recipients (from, to, cc and bcc) list are the two important components that are considered with checking for similarity.

When an email is sent from CRM, there are two sets of hashes generated for it and stored in the database.

a. Subject hashes:

To generate subject hashes, the subject of the email, which may include the CRM token if its usage is enabled in system settings, is first checked for noise words like RE: FW: etc. The noise words are stripped off the subject and then tokenized. All the non empty tokens (words) are then hashed to generate subject hashes.

b. Recipient hashes:

To generate the recipient hashes the recipient (from, to, cc, bcc) list is analyzed for unique email addresses. For each unique email address an address hash is generated.

Next when an incoming email is tracked (arrived) in CRM, the same method is followed to create the subject and recipient hashes.

To find the correlation between the incoming email and the outgoing email the stored subject and recipient hashes are searched for matching values. Two emails are correlated if they have the same count of subject hashes and at least two matching recipient hashes.

http://community.dynamics.com/roletailored/customerservice/b/cscrmblog/archive/2008/11/11/microsoft-dynamics-crm-email-correlation-and-smart-matching.aspx

http://blogs.msdn.com/b/crm/archive/2008/01/29/what-s-new-in-microsoft-dynamics-crm-4-0-e-mail-integration.aspx

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