Email Validation: enabling email validation in Dynamics 365 Sales and extending it to custom forms provide comprehensive guidance on ensuring email addresses entered in the system are accurate and correctly formatted.

  1. Email Validation Feature:
    • This feature automatically checks the syntax of email addresses entered in contact, lead, or account records, ensuring they are formatted correctly.
    • It does not validate whether the email address is active or belongs to a real user, but focuses on proper syntax (e.g., placement of ‘@’ and domain structure).
  2. Enabling Email Validation:
    • Administrators can activate this feature through the system settings in the Dynamics 365 Sales app, helping to reduce errors related to incorrect email entries.
  3. User Notification:
    • If an invalid email address is entered, users receive a notification prompting them to correct the error before saving the record.
  4. Custom Form Support:
    • The email validation feature can also be applied to custom forms created by organizations. Developers or administrators need to configure custom email fields to leverage Dynamics 365’s built-in email validation logic.
  5. Form Scripting:
    • Custom scripts might be necessary to trigger email validation in custom forms, ensuring the same syntax checks as in standard forms.
  6. Error Handling in Custom Forms:
    • Similar to standard forms, users will receive error messages if the email does not meet validation criteria, allowing them to correct it before proceeding.
  7. Benefits:
    • Email validation helps maintain data integrity, reduces bounce rates in email campaigns, and improves communication efficiency by ensuring all email addresses are correctly formatted.
    • Extending this feature to custom forms ensures consistent data quality across all areas of Dynamics 365 Sales.

Overall, enabling and extending email validation is crucial for maintaining clean and accurate email data within Dynamics 365 Sales, whether using standard or custom forms.

Address Suggestion:

enabling address suggestions in Dynamics 365 Sales provides instructions on how to configure the system to offer address suggestions as users enter address information into records.

  1. Address Suggestion Feature: This feature helps users quickly and accurately enter address information by providing real-time suggestions as they type. The suggestions are powered by Microsoft’s address suggestion service, which uses a global database of addresses.
  2. Enabling Address Suggestions: Administrators can enable this feature through the system settings in the Dynamics 365 Sales app. Once enabled, the system will automatically offer address suggestions in supported address fields.
  3. User Experience: As users begin typing an address, the system will display a dropdown list of suggested addresses that match the input. Users can select the appropriate address from the list, which will auto-populate the relevant address fields in the record.
  4. Benefits: This feature improves data entry speed, reduces the likelihood of errors, and ensures that addresses are entered consistently and accurately. It also helps in standardizing address formats across the organization.
  5. Geographical Coverage: The effectiveness of the address suggestions depends on the coverage and accuracy of the address database, which is global but may vary by region.
  6. Additional Considerations: Organizations should be aware of data privacy implications, as enabling address suggestions involves sending address data to the Microsoft service for processing.