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Data8 duplicare™ can standardize the formatting of the telephone numbers on your records to improve matching of telephone numbers in a Dedupe+ Rule regardless of the punctuation that may be entered around a telephone number, and can also assist with CTI systems that require the telephone number to be entered in a specific format.

Creating a Phone Number Field

A Phone Number Field record identifies the field that holds a telephone number and specifies the type of formatting that should be applied. To get started, go to Phone Number fields and click New.

Enter the entity name that holds the telephone number. This should be logical name of the entity, e.g. account, contact, lead. As you type a drop-down list will appear to help you out. Once you’ve entered the entity name, enter the attribute name as the logical name of the attribute within that entity that holds the telephone number. Again, a drop-down list will be shown as you type.

As most people tend to enter telephone numbers without a country code, enter the Default Country Code as the dialling prefix that should be assumed if one isn’t specified, e.g. 1 for North America, 44 for UK.

A new field will be created on the entity to store a standardised version of the telephone number. If you want the original telephone number field to be updated with a standardised version, use the following options to control how it should be formatted:

  • Current Country Format Type
    For telephone numbers that are in the same country code as that entered in the “Default Country Code” field, use this formatting.
    • None
      Leave the telephone number as originally entered by the user
    • National
      Change the telephone number into national format, removing any leading international dialling code
    • International
      Change the telephone number into international format, adding a + and the default country code if required
  • Default Format Type
    For telephone numbers that are in any other country code, apply this formatting
  • Format Punctuation
    If set to “Yes”, applies the country-specific punctuation rules that apply to the telephone number. Depending on the country this could involve adding spaces, parentheses, dashes, or other characters to make the telephone number appear in a more natural format to the user

When you save the Phone Number Field, the record will show in “Initializing” status. At this point, any telephone numbers added or modified will have the relevant formatting applied to them. At the same time, a background job will start extracting all the existing telephone numbers, standardizing them, and re-importing them into Dynamics 365. Once this is complete, the status will change to “Active”. At this point, the standardized versions will be used for matching in Dedupe+ Rules.

Technical Details

When the Phone Number Field is saved, an additional field will be added to the entity. This will have the same display name as the original field but with “(Standardized)” appended to it. Regardless of the formatting options specified, this will always store the telephone number in full international format without any punctuation. This is used by the Dedupe+ Rules and can also be used for CTI systems. This field will be removed when the Phone Number Field is deleted.

 

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