In a previous blog, we had engaged in understanding duplicate lead detection which helps organizations with the cleaning up of data. Recently, Microsoft announced one more powerful feature called email validation with the help of which a user trying to enter an invalid email id will not be allowed to do so within Dynamics 365.
To enhance the sales processes, email is very useful for communicating with prospects. With an invalid email address, sales might lose the customer because promotional or informative emails may not reach the right person. Hence, to overcome this loophole, Microsoft has introduced email address validation.
Let’s see how to enable Duplicate Detection (Preview) feature
Select Sales Hub app -> App Settings -> Data improvement > Turn on email validation.
Once email validation is enabled, it will review active lead records and if the user opens up any lead record with an invalid email id, it will be shown as a red-colored envelope.
If the user knows this is a…
Source link
More About This Author
-
Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
Array
Dyn365CE2023.03.21Microsoft Release 2023 Wave 1: Form creation and management in Real-Time Marketing – Part 2
Dyn365CE2023.03.02Get Entity Colors in PowerApps Component Framework
Dyn365CE2023.03.01Enhanced UI for improved New User Experience while using Power Apps
Dyn365CE2023.02.27Schedule and Post Content on Social Media using Dynamics 365 Marketing
