Data Validation for Microsoft Dynamics CRM
 

Total CRM Data Quality - Data Validation

It's vital that you can contact your customers, so the information in your CRM system has to be accurate. Mis-typing a telephone number or email address could make it impossible to contact that important customer when you need to, so Total CRM Data Quality includes a raft of data validation features to make it immediately obvious if there has been a mistake in entering the details.

The data validation element of Total CRM Data Quality ensures that data is entered accurately, including:

  • Address validation and correction
    Check addresses are valid, and correct missing or incorrect parts of the address or postcode.

  • Telephone & fax number validation
    Check any UK telephone or fax number.

  • Mobile number validation
    Check if any mobile number anywhere in the world is valid and if it is turned on.

  • Preference information
    Check if the customer has requested not to be contacted by phone (TPS/CTPS) or mail (MPS).

  • Company number validation
    Ensure you have the correct company number to make financial decisions.

  • Credit Checking
    Check how much credit should be extended to a company.

All this validation information is displayed as a simple to understand tick or error icon next to the appropriate information in the CRM forms, so it's always available when you need it. Check out the video to see it in action.

Request handled by server S1 for client 38.107.191.81 at 11/03/2010 19:11:18