Melissa's Improvements in Dynamics CRM

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Dirty data, in all forms, is bad for business. Here at Melissa, our primary concern is cleansing it from all of your platforms, including Microsoft Dynamics® CRM. Melissa currently offers many solutions for Dynamics CRM in order to combat problems with bad data.

 

We offer the Personator® solution in order to cleanse and enrich your U.S. and Canadian data. We offer the Global Verify solution to correct and verify your addresses, phone numbers, names, and email addresses on an international level. Soon, we will release the Express Entry® solution in order to prevent bad data from entering your environment. As we strive to offer you the best solutions, Melissa constantly seeks to improve its solutions to better suit your needs.

 

Coming in a future update, we will offer the following new features to our Express Entry service:


•          Personator Workflows

•          Reverse Lookup for Express Entry

•          Express Entry Integration into Global Verify

Personator Workflows

Dynamics CRM is utilized in many different ways in the business world. The creation of contact, account, and lead records is handled through many different environments that may not leverage the standard form. In addition, sometimes users may forget to use our services to cleanse and correct information before saving and storing a record. 


To address these issues, we have created workflows for the Personator solution for the currently supported out-of-box entities. These workflows can be activated to leverage our Personator service on records automatically, such as upon creation of a new record. This will allow users to create records from a different environment, such as a separate portal, to have their information automatically validated through our workflows.

 

Reverse Lookups for Express Entry

Different users enter address information in different orders. With Dynamics CRM's ability to customize forms, it is apparent that not everyone will start by entering a street address. With our new feature, Reverse Lookups, users can enter information starting from the most general piece of information down to the most specific. For example, now a user, after entering his or her default country, can begin by entering the postal code to determine the city and state of the particular record. After filling out these fields, the user can then enter in the street address and select from a list of addresses only in that particular city, state, and postal code.

 

Express Entry Integration into Global Verify

Many customers require different methods of verification. In order to address these concerns, we have integrated our Express Entry service into our Global Verify solution. Now, you can utilize the Express Entry service to autocomplete addresses when entering data as well as verify phone and email with the click of a button.

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