Master Data Updated Daily from the Phone Book in the CRM
Continuos updates of address data in your CRM is an important aspect for optimizing the CRM data quality. Directories ETV Connect is an adapter which allows the usage of the Swisscom database to update or extend the information of e.g. your Accounts and Contacts in Microsoft Dynamics CRM upon creating as well as updating such Entities and greatly enhances your efficiency while providing increased data quality. Directories ETV Connect is the solution for the following questions:
How to keep the always growing amount of customer data up to date
How to reduce high costs caused by bad address quality on e.g. print works, logistic and cancellation of orders
How to optimize the time-consuming, expensive and mind numbing routine work of updating customer data
The AddOn supports the data source directoriesDATA. Data access to directoriesDATA is mandatory.
Reduce data management costs
Increase the quality and currency of your customer master data
Quicker capture of new companies & contacts in the CRM
In the contact screen enter one or multiple criteria for a new company or for a new contact, for example, a phone number.
Next, click the "enrich" button at the top of the screen. If your entry is unique, all attributes available via the data source are displayed on the screen.
If there are multiple matches for the criteria entered, then these are displayed and the correct entry can be selected.
Update companies & contacts at the click of a button
In the company screen of the CRM system click the "enrich" button and the company address is updated. Any missing information based on the electronic phone book are filled and completed.
The same action in the contact screen fills and completes the contact's private address.
If the company or the contact could not be uniquely identified due to the details already stored in the phone directory, then a search result list is displayed in which you can select the relevant record.
The Software Assurance ensures smooth and trouble free running of the AddOns. Profit from always up-to-date technology updates, like new versions of Microsoft Dynamics 365, functional updates and patches.