You can now direct this data from various applications and external sources into Microsoft Dynamics 365 with the help of record creation and update rules.By using record creation and update rules in Microsoft Dynamics 365, you can automatically create or update system or custom records from incoming Dynamics 365 activities, such as emails, social activities, or custom activities, without writing any code.The system stores the information that you enter in a customer record in these tables: These applications require system administrator configuration before they are available to individual users.Contact your system administrator to determine whether these applications are available for use.
Most records will be stored electronically on a database.
The customer master record contains information and processing instructions that the system uses to process sales orders, accounts receivable transactions, and credit and collections information.
For example, it might specify a credit limit for the customer or designate whether delinquency notices should be sent or statements printed.
Professional data-cleansing bureaux can help extract data from your system and get the cleansed data back in.
They can also screen customer data against a range of files, including the national change of address file, and register of the deceased. The national change of address file, for example, only takes into account people who notify Royal Mail that they have moved (about one third of people who move each year).