We’ve been working on improving our data quality in Dynamics 365 and the Partner Portal, and I’m curious how others are handling this in real projects. When data is coming from several sources (manual entry, imports, web forms, legacy systems), it doesn’t take long before duplicates, inconsistent fields, and outdated records start to cause problems for sales, support, and reporting.
What practical steps or processes have worked best for you to keep partner and customer data clean over time? For example, do you rely more on technical tools (validation rules, flows, scheduled cleanup jobs) or on clear internal processes and training for users? And how do you balance having enough fields for meaningful segmentation (like industries, interests, or even things such as preferences for sustainable products or
vintage clothing) without overwhelming people who are entering the data?
