Dynamics 365
CRM cleanup
Run your Microsoft Dynamics 365 leads, contacts, and accounts through one cleanup pass: dedupe, enrich, verify, re-score. Every value is written back with its source, and only to the fields your admins approve.
About
How does Dynamics 365 data cleanup work?
Bitscale connects to Dynamics 365 Sales, reads the records in a view you choose, and runs them through five steps. Your admins decide which entities and fields Bitscale can write to before anything syncs.
Here's what changes in your CRM:
- Duplicate accounts and contacts become one. The records your detection rules keep flagging get resolved into one, with activity history kept.
- Blank fields get filled, with a source. Emails, mobiles, titles, industry, and headcount come from 100+ providers, which covers regions a single vendor misses.
- Leavers get flagged, owners get told. Job changes are caught the day they happen, and the account owner gets a Slack alert.
- Every record gets re-scored. Accounts are scored against your ICP, so territory and pipeline reviews start from complete data.
Dynamics 365 Records
Pull leads, contacts, or accounts from a system or personal view
Duplicate Merge
Match records for the same person or company and keep one golden record
Waterfall Fill
Fill missing emails, mobiles, titles, and firmographics from 100+ sources
Decay Check
Flag job changes, bouncing emails, and dead domains as they happen
Score & Write Back
Re-score against your ICP and push only approved, changed fields to Dynamics 365
Clean Dynamics 365
- • Merge accounts
- • Fill blanks
- • Govern writes
Who is this workflow for?
RevOps leads and CRM admins at enterprise teams on the Microsoft stack. Data quality usually sits in a backlog behind bigger projects, and any fix has to get past IT and security first.
Here's how it helps:
- Dynamics 365 is the system of record, and changes go through a CRM admin or IT.
- Duplicate warnings fire all the time and nobody has time to resolve them.
- Your accounts span regions, and one data vendor does not cover all of them.
- Security review needs SOC 2 Type II, SSO, and audit logs before anything connects.
Steps
Clean Dynamics 365
data
Resolve the duplicate accounts your detection rules keep flagging
Run this cleanup →Backfill titles, phones, and firmographics across one region's accounts
Run this cleanup →Flag contacts who left and alert the account owner in Slack
Run this cleanup →