Dynamics CRM Automated Data Integrity Scans with Power Automate and Data Quality App

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Today, modern businesses depend on their data to help them remain competitive. The accuracy and reliability of your business data directly impact decision-making processes, customer satisfaction, and overall business success.

Imagine having a highly efficient assistant that not only combs through all your business data for accuracy but also automates the entire process and alerts you when there are items that need your attention. You can create such a smart assistant using Data Quality App and Power Automate!

Automating these processes will ensure your data remains pristine and actionable. Clean data will empower everyone in your organization to do more in less time and reduce errors that lead to inefficiencies and reduced customer satisfaction.

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Let’s take a look at how you can put Data Quality App and Power Automate to work for you!

Why You Need Our Data Quality App

The Data Quality App ensures your data remains accurate and reliable, reducing the chances of errors. Here’s why you need it:

  • Improves Decision Making: Accurate data is essential for making informed decisions. The Data Quality App helps maintain high data quality, which leads to better business outcomes.
  • Saves Time and Resources: Automated data checks reduce the need for manual data validation, saving valuable time and resources for your team.
  • Enhances Data Integrity: By continuously monitoring and correcting data, the app helps maintain the integrity of your data, making it more trustworthy.

Concept art depicting a person editing data with a stylus and the data quality being validated.

Validate Email Leads

One excellent use for the Data Quality App is to validate email leads automatically with the help of Power Automate. Here’s how it works:

  • Automated Email Verification: The app can automatically check if an email address is valid and exists. This ensures that your email lists are accurate and up-to-date.
  • Visual Indicator: Right on the contact page, you’ll see an indicator that shows whether the email address is valid (a green check) or invalid (a yellow flag.)
  • Reduces Bounce Rates: By validating email leads, you can significantly reduce email bounce rates, improving the effectiveness of your email campaigns.

Check For Overdue Payments

Another useful feature is the ability to check for overdue payments through Power Automate. This is how it benefits your business:

  • Automated Alerts: The app can automatically check for overdue payments and alert you right from the customer’s contact screen, ensuring you are always aware of any outstanding debts. This allows your representatives to work with customers for a quick resolution before the outstanding balance gets out of hand.
  • Improves Cash Flow: By staying on top of overdue payments, you can improve your business’s cash flow and financial health.

Automatic Data Quality Score for Dynamics 365

The Data Quality App also works with Power Automate to create an automatic data score visible from your Dynamics 365 customer dashboard. This is why it’s important:

  • Data Quality Assessment: The app assigns a score to your data based on its quality. More verified data results in a higher data score. This helps you quickly identify customer records or other items that need improvement.
  • Prioritize Data Cleansing: With data scores, you can prioritize which data sets need cleansing, ensuring your data is always of the highest quality.

A screenshot of the data quality indicator in Dynamics 365 enabled by Data Quality App and Power Automate.

 

Advanced-Data Quality Search in Dynamics 365 

Once your data has been analyzed and a score assigned, Dynamics 365’s Advanced Search function makes it easy to find low-quality data for cleansing. Here’s how it works:

  • Targeted Data Cleansing: Advanced search allows you to filter and identify records with low data scores, making it easier to focus your data cleansing efforts where they are needed most.
  • Improves Data Accuracy: By regularly identifying and correcting low-quality data, you can maintain a high level of data accuracy across your organization.

A screenshot of the Advanced Search function in Dynamics 365, helping you locate records with a low data quality score.

Automate Data Quality Processes in Dynamics 365 for Better Business Outcomes

The Data Quality App, combined with Microsoft Power Automate, offers a powerful solution for maintaining high data quality. It automates tedious tasks, improves data accuracy, and saves time and resources. Investing in data quality is crucial for organizational success in today’s data-driven world.

If you’re facing challenges with data quality in your organization, reach out to us at Techdio for the best solution you’ll find in the Dynamics 365 ecosystem.

You can download the Data Quality App from www.dataqualityapp.com, Microsoft AppSource, or Azure Marketplace. For personalized assistance, contact our support team at support@techdio.dk.

Take control of your data quality today and propel your organization towards confident growth and informed decision-making.

 

By Techdio | www.techdio.dk

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