Optimizer
D&B Optimizer is a data quality and enrichment service from Dun & Bradstreet designed for sales, marketing, and operations teams that rely on Microsoft Dynamics 365 and the broader Microsoft cloud stack.
Publisher review
D&B Optimizer is a data quality and enrichment service from Dun & Bradstreet designed for sales, marketing, and operations teams that rely on Microsoft Dynamics 365 and the broader Microsoft cloud stack. It targets organizations that need to clean, match, and continuously maintain firmographic data on customers, prospects, suppliers, and partners without manual data management. The tool is positioned as a foundational layer that pre-populates CRM or ERP platforms with mastered business intelligence, enabling faster, more informed decisions and improving alignment across departments such as marketing, sales, credit, and finance.
At its core, D&B Optimizer performs entity resolution and matching against Dun & Bradstreet's global business database, which covers more than 430 million companies and includes 37 million subsidiary and branch linkages. When a user creates a lead or account in Dynamics 365, the 'search before create' feature queries the D&B Data Cloud in real time, returning matches ranked by sales volume and allowing filtering by country, state, or city. Once a record is saved, it is enriched with over 100 fields of data and insights, refreshed every 14 days. The system also provides duplicate management through a dedicated report that proposes a master record, lets users edit or merge duplicates, and preserves all associated opportunities, contacts, leads, and activities. Data health reports, field-level mapping, out-of-business flags, and unmatched account reports give revenue and data leaders visibility into match quality and confidence scores.
D&B Optimizer competes directly with ZoomInfo, D&B Hoovers, 6sense, Apollo.io, and LinkedIn Sales Navigator, among more than 20 alternatives listed on review platforms. Its key differentiator is deep integration with Microsoft Dynamics 365 and Azure cloud services, which allows seamless connectivity without requiring custom APIs or middleware. However, it is not a standalone sales intelligence platform; it is a data service that depends on the Microsoft ecosystem. Competitors like ZoomInfo offer broader contact-level data and prospecting workflows, while 6sense provides account-based advertising and intent data that Optimizer does not natively include.
The honest trade-offs: D&B Optimizer is tightly coupled to Microsoft Dynamics 365 and the Common Data Service, so organizations using Salesforce, HubSpot, or other CRMs will need to evaluate alternative integration paths or consider a different tool. Pricing is not publicly listed but is typically subscription-based, which can be a barrier for smaller teams. The tool focuses on firmographic and hierarchy data—it does not provide individual contact emails or phone numbers out of the box, unlike Lusha or RocketReach. Finally, while continuous data hygiene is a stated benefit, the 14-day refresh cycle means changes in a company's status (e.g., acquisition, bankruptcy) may take up to two weeks to appear in the CRM.
How it works
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Entity resolution and matching
Correctly identifies, matches, and streamlines business data against D&B's global reference database of 430+ million companies.
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Data enrichment
Ensures all records contain accurate core business firmographics, intelligence, and corporate hierarchies with over 100 data fields.
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Continuous data hygiene
Automatically maintains data integrity as organizations evolve, with records refreshed every 14 days and out-of-business flags.
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Duplicate management
Flags duplicates at point of entry using D-U-N-S number as unique identifier; provides a report to merge or deactivate duplicates.
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Search before create
Queries D&B Data Cloud in real time when creating leads or accounts, preventing duplicates and ensuring high-quality data entry.
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Data health reports
Provides executive overviews, match quality scores, and unmatched account reports to analyze and segment account data.
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Hierarchy linkages
Includes 37 million subsidiary and branch linkages to ensure proper territory management and account mapping.
Strengths and trade-offs
Strengths
- Directly integrates with Microsoft Dynamics 365 and Azure cloud services, requiring no custom middleware for connectivity.
- Enriches records with over 100 fields of firmographic and hierarchy data, refreshed every 14 days to maintain accuracy.
- Covers more than 430 million companies and 37 million subsidiary linkages, enabling precise territory and account management.
- Provides a duplicate management report that preserves all associated opportunities, contacts, and activities during merge operations.
Trade-offs
- Pricing is not publicly disclosed and is typically subscription-based, which may be cost-prohibitive for small teams.
- Tightly coupled to Microsoft Dynamics 365 and Common Data Service; native integration with Salesforce or HubSpot is not available.
- Does not provide individual contact emails or phone numbers, unlike competitors such as Lusha or RocketReach.
- Data refresh cycle is 14 days, meaning changes in company status (e.g., acquisition) may take up to two weeks to appear.
Pricing context
Not publicly listed; offered as a subscription service through Dun & Bradstreet, typically quoted per user or per record volume.
Getting started with Optimizer
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Sign up for D&B Optimizer
Contact Dun & Bradstreet sales to subscribe to D&B Optimizer. Provide your organization details and Microsoft Dynamics 365 tenant information to receive access credentials and installation instructions.
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Install the solution in Dynamics 365
From the Microsoft AppSource or your Dynamics 365 admin center, install the D&B Optimizer managed solution. Grant the required permissions for the solution to access your CRM data and connect to the D&B Data Cloud.
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Configure field mapping and matching rules
In the D&B Optimizer settings, map your CRM fields (e.g., account name, address) to corresponding D&B data fields. Set matching confidence thresholds and enable the 'search before create' feature to prevent duplicates.
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Enrich a new account record
Create a new account in Dynamics 365. As you type the account name, the 'search before create' feature queries D&B Data Cloud. Select the matched record from the ranked list to auto-populate over 100 firmographic fields.
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Review and merge duplicate records
Open the duplicate management report from the D&B Optimizer dashboard. Review proposed master records, edit if needed, and merge duplicates. Confirm that all associated opportunities, contacts, and activities are preserved.
Frequently Asked Questions
What is D&B Optimizer and how does it work with Microsoft Dynamics 365?
D&B Optimizer is a data quality and enrichment service from Dun & Bradstreet that integrates directly with Microsoft Dynamics 365. It cleans, matches, and maintains firmographic data on customers and prospects using D&B's global database of over 430 million companies.
What are the key features of D&B Optimizer for data enrichment?
Key features include entity resolution and matching, data enrichment with over 100 fields, continuous data hygiene refreshed every 14 days, duplicate management using D-U-N-S numbers, search before create, data health reports, and hierarchy linkages covering 37 million subsidiaries.
How does D&B Optimizer handle duplicate records in Dynamics 365?
D&B Optimizer flags duplicates at point of entry using the D-U-N-S number as a unique identifier. It provides a dedicated report that proposes a master record, allows editing or merging duplicates, and preserves all associated opportunities, contacts, leads, and activities during the merge.
What are the main differences between D&B Optimizer and ZoomInfo?
D&B Optimizer focuses on firmographic and hierarchy data with deep Microsoft Dynamics 365 integration, while ZoomInfo offers broader contact-level data and prospecting workflows. Optimizer does not provide individual contact emails or phone numbers out of the box, unlike ZoomInfo.
What are the limitations of D&B Optimizer for non-Microsoft CRM users?
D&B Optimizer is tightly coupled to Microsoft Dynamics 365 and Common Data Service, so native integration with Salesforce, HubSpot, or other CRMs is not available. Organizations using other platforms will need alternative integration paths or consider a different tool for data enrichment.
How much does D&B Optimizer cost and is pricing publicly available?
Pricing for D&B Optimizer is not publicly listed and is typically offered as a subscription service through Dun & Bradstreet, quoted per user or per record volume. This lack of transparent pricing can be a barrier for smaller teams evaluating the tool.
Alternatives
- Costimizer ↗
- Finout ↗
- Price2Spy ↗
How Optimizer compares
Direct head-to-head against 3 competitors. Picked by 7wData.
Optimizer
- Pricing
- Not publicly listed; offered as a subscription service through Dun & Bradstreet, typically quoted per user or per record volume.
- Target
- D&B Optimizer is a data quality and enrichment service from Dun & Bradstreet designed for sales, marketing, and operations teams that rely on Microsoft Dynamics
- Strength
- Directly integrates with Microsoft Dynamics 365 and Azure cloud services, requiring no custom middleware for connectivity.
- Watch for
- Pricing is not publicly disclosed and is typically subscription-based, which may be cost-prohibitive for small teams.
Costimizer
- Pricing
- Custom quote; free trial available
- Target
- Enterprises seeking autonomous, agentic AI cloud cost reduction
- Deployment
- SaaS, multi-cloud
- Strength
- Agentic AI with real-time anomaly detection and auto-remediation
- Watch for
- Newer entrant; limited independent reviews and case studies
Finout
- Pricing
- Custom quote based on cloud spend volume
- Target
- Mid-market to enterprises needing unified multi-cloud cost visibility
- Deployment
- SaaS, multi-cloud
- Strength
- Unified dashboard aggregating cost data from AWS, Azure, GCP, and Kubernetes
- Watch for
- Pricing can escalate with high cloud spend; complex initial setup
Price2Spy
- Pricing
- Starts at $49/month; custom enterprise plans
- Target
- E-commerce and retail teams needing competitor price monitoring
- Deployment
- SaaS
- Strength
- Real-time competitor price tracking with automated alerts
- Watch for
- Limited to e-commerce; no cloud infrastructure cost optimization
User reviews
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Sources
Reporting on this tool draws on these publicly available sources.