Products

Data Validation for Dynamics CRM

Provides a variety of data analysis and cleanup tasks including:

• User interface validation: Analyze your entities to ensure your data entry forms are properly configured and that the custom attributes you created are actually being used.
• Duplicate email checking (across Lead, Contact, and Account entities)
• Locate invalid email addresses
• Locate CRM user emails that are located in Lead, Contact, and Account entities

Round Robin Lead Assignment

This solution allows you to automatically assign new sales leads to a team of sales people using native CRM workflows. Once installed and configured, the only maintenance required is in the management of the membership a team with CRM.

Marketing List Assignment Workflow Activity

If you have ever wished Dynamics CRM had the ability to automatically assign Leads, Contacts, and Accounts to a specific marketing list, then this solution is for you.