Mitch Milam's Dynamics CRM and xRM Discussions

Hi Everyone,

I have a new CRM add-on that is just entering the testing phase and I am looking for people to spend a little time testing and providing feedback.

If you are interested please send an email to:

mitch at crmaccelerators dot net

Thanks, Mitch

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.

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.

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.

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.