Data Cleaning and Data integrity Procedures in CRM RRS feed

  • Question

  • Please suggest the possible methods to perform Data Cleaning and Data integrity in CRM 

    Thursday, March 9, 2017 8:44 PM

All replies

  • There is NO perfect procedures - all involve some form of manual reconcilation from time to time.

    Some ideas:

    * Use the out of the box duplicate detection

    * Use bulk delete to clear out data no longer needed in system

    * Use business rules/javascript to enforce user data integrity

    * Use workflow to enforce user data integrity

    * Run reports on a regular bases to clean-up data

    * Review process flow and fine-tune the design to enforce data integrity such as using Business process flows

    Follow me on Twitter

    Good CRM Links
    My CRM Blog: http://mscrmonline.wordpress.com

    Sunday, March 12, 2017 5:39 AM