Maintaining high-quality data helps maximize deliverability and performance with Dynamics 365. Bad data prevails in every database, however, it all boils down to nipping it in the bud to have clean, updated data at all times.
Instead of wondering how bad data is arising in your database, it is important to rework on your approach to help curb discrepancies to ensure your system has clean and bankable data.
In the table below, we have highlighted some scenarios on how bad data is entered in your system. While some fields are mandatory, many other important fields are either treated as optional or the data is not validated correctly.
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Incomplete Data Fields that need to be completely filled are often half completed |
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Inaccurate Data Data that is not entered correctly or maintained. |
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Poor Data Entry Typing errors, misspelt names, variations in the names, spellings or formatting. |
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Duplicate Data A single contact or lead that has more than one record in the database. |
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Improper Data Data that is entered in the wrong field. |
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How can we completely eliminate bad data?
Data Validation
Inclusion of a real-time data check and validation is the most impactful solution to restrict inaccurate data from being saved on the database. A ’Bad Data Checkpoint’ can be set with rules on Microsoft Dynamics 365 which can make it possible to review and validate all of the contact data for a lead, contact or account, look for discrepancies even before the record is saved on your database. This means that one can confidently rely on the data to connect with customers and prospects.
Timely Data Maintenance
Staying ahead and cleaning the data as it enters your system will make you and your team instantly notice the difference. The customer data that a CRM undertaking relies on like the phone number, email address, or address, will now be accurate. However, this is a temporary fix because as time passes, data degrades and it’s estimated that only 70% of the data is reliable within a span of a year. This makes sense when you think about the number of people who change jobs every year, relocate to different cities and change their phone numbers. This can be overcome by re-validating your data every quarter to ensure that your data is updated.
User Training
Users need to be extensively trained around their course of action each time data is entered. Equipping users with instructions on how to deal with duplicate warnings and knowledge around fixing duplicates by merging existing duplicates or avoiding the creation of a new duplicate record altogether. This vital to have all teams on the same page to maintain consistent and reliable data.
Uptrix to the Rescue
At Uptrix, we are developing an add-on that revolutionizes Data Management and helps with maintaining a clean and error-free database at your disposal.
Schedule a demo and watch this space for more information around how we could help.
