Improve the data quality of your CRM system by building in data consistency into free-form text fields.

1. Building Consistency into Free Form Text Fields June 29, 2011 © 2011 CRM Innovation LLC All Rights Reserved CRMInnovation.com Slide 1 Email Marketing, Event Management and Advanced Internet Web Forms Building Consistency into Free Form Text Fields Jerry WeinstockMicrosoft Dynamics CRM MVPJerry@CRMInnovation.com

2. Building Consistency into Free Form Text Fields June 29, 2011 © 2011 CRM Innovation LLC All Rights Reserved CRMInnovation.com Slide 2 Repetition, Consistency, Patterns, UniformityOutliers, Patterns, Scan-ability, Analysis, Efficiency

3. Building Consistency into Free Form Text Fields June 29, 2011 © 2011 CRM Innovation LLC All Rights Reserved CRMInnovation.com Slide 3 Free Form Text Fields Advantages –adapts to any situation very descriptive relevant dataDisadvantages– SortingFiltering ScanningIrrelevant

4. Building Consistency into Free Form Text Fields June 29, 2011 © 2011 CRM Innovation LLC All Rights Reserved CRMInnovation.com Slide 4 Core Records In CRM

5. Building Consistency into Free Form Text Fields June 29, 2011 © 2011 CRM Innovation LLC All Rights Reserved CRMInnovation.com Slide 5 Building Consistency into Free Form Text FieldsQuestions?

6. Building Consistency into Free Form Text Fields June 29, 2011 © 2011 CRM Innovation LLC All Rights Reserved CRMInnovation.com Slide 6

7. Building Consistency into Free Form Text Fields June 29, 2011 © 2011 CRM Innovation LLC All Rights Reserved CRMInnovation.com Slide 7

8. Building Consistency into Free Form Text Fields June 29, 2011 © 2011 CRM Innovation LLC All Rights Reserved CRMInnovation.com Slide 8 function concatIdCompany(){ if (crmForm.all.subject.DataValue == null || crmForm.all.subject.DataValue == ""){ if (crmForm.all.new_idstatus.selectedIndex > 0 && crmForm.all.companyname.DataValue != null){ crmForm.all.subject.DataValue = crmForm.all.new_idstatus.SelectedText + " : " + crmForm.all.companyname.DataValue; crmForm.all.subject.ForceSubmit = true; }}} function concatIdCompany2(){ if (crmForm.all.new_idstatus.selectedIndex > 0 && crmForm.all.companyname.DataValue != null){ crmForm.all.subject.DataValue = crmForm.all.new_idstatus.SelectedText + " : " + crmForm.all.companyname.DataValue; crmForm.all.subject.ForceSubmit = true; }} function concatIdCompany3(){ if (crmForm.all.name.DataValue == null || crmForm.all.name.DataValue == ""){ if (crmForm.all.new_idstatus.selectedIndex > 0 && crmForm.all.customerid.DataValue[0] != null){ crmForm.all.name.DataValue = crmForm.all.new_idstatus.SelectedText + " : " + crmForm.all.crmForm.all.customerid.DataValue[0].name; crmForm.all.name.ForceSubmit = true; }}} function concatIdCompany4(){ if (crmForm.all.new_idstatus.selectedIndex > 0 && crmForm.all.customerid.DataValue[0] != null){ crmForm.all.name.DataValue = crmForm.all.new_idstatus.SelectedText + " : " + crmForm.all.customerid.DataValue[0].name; crmForm.all.name.ForceSubmit = true; }}

9. Building Consistency into Free Form Text Fields June 29, 2011 © 2011 CRM Innovation LLC All Rights Reserved CRMInnovation.com Slide 9 Building Consistency into Free Form Text FieldsJerry WeinstockJerry@CRMInnovation.com 913.492.2764Questions?