CRM Data Validation

The add-on is a data validation tool that includes the following functionality:

User Interface Validation

This feature allows you to view the attributes for a particular entity and examine their usage within the system.

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You can choose to display:

  • All Attributes
  • Only default attributes
  • Only custom attributes

The attribute list can be further refined by:

  • Show all attributes
  • Show only attributes found on forms
  • Show only attributes NOT found on forms

You can compare the data found within an individual attribute by setting thresholds. This feature allows you to compare the total number of records found in the entity to the number of instances where a particular field contains data.

  • The Positive threshold is a percentage that reports records containing data more than X percent of the time
  • The Negative threshold is a percentage that reports records containing data less than Y percent of the time.

This data can be utilized to determine if your data entry form is properly balanced with the important attributes being on the first tab and lesser-used attributes being on the subsequent tabs.

Data may also be collected showing attributes which contain data but are not being utilized on the form. This could indicate an architectural change in the system and the possibility that those fields can be removed.

 

Duplicate Email Checking ( Across Entities )

The duplicate email function will check for duplicate emails that may exist in the Lead, Account, Contact, or System User entities.

You have the option of editing the email directly within the user interface or opening the record within CRM for editing there.

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Locate System User emails within the Lead, Contact, or Account entities

Since the existence of System User emails inside other entities, such as Contact, can cause tracking issues, this feature allows you to locate and remove those addresses.

Note: It will not allow you to remove the email address found in CRM user’s record, but will allow you to remove addresses found in other entities.

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Verifying Email Address Formats

The CRM user interface requires that a valid email be entered when completing any email fields. The same cannot be said for data that has been imported or migrated from another system. This feature scans and reports any invalid email addresses found within the CRM system.  You can bulk-edit emails directly using the following interface, or open the record within CRM and edit the record there.

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Downloads

A fully functional Demo is available.

Note: The demo includes licenses for the Microsoft demonstration Virtual PCs that have organizations named: Contoso and MicrosoftCRM.

Review the Documentation in Adobe Acrobat format.

 

Pricing and Licensing

CRM Data Validation is licensed by CRM organization and is priced at $249.00US per organization.  You may place your order here.

 

Ordering Process

After placing your order, you will receive an email requesting the name of your organization.  We will use that information to generate a license key specific to that organization then email the key to you for installation on your system.

 

Partner Program

Microsoft Partners and CRM resellers can join our Partner Program and receive discounts for any of our CRM-related add-ons.

For more information, please contact us here.