作者 Tisski Limited
体验版持续时间: 2 小时
CountryChoice is a simple addon for Dynamics365 that helps in standardising country names in CRM.
Tisski's CountryChoice is a simple Addon for Dynamics365 for achieving country name consistency along the application. This enables organizations to avoid non-standardized data entry, in addition to standardizing existing country data.
Dynamics CRM Country fields are free text and therefore notoriously prone to typing errors and user judgement.T he solution applies to accounts, contacts and leads, offering :
- Standardized official country list (with up to 2 friendly names for easy data entry) based on the official data provided by the Foreign and Commonwealth Office (FCO) of the government of the United Kingdom.
- Autocompletion for all country fields.
- Autocorrection for imported records.
Out of the box, only the common country names exist in the solution package. For successful country mapping, the alternative names should be filled by the user accordingly.
How it works
During the creation of a new account, contact or lead, as the user types in the country name, text is filtered through country common and alternative names and the results are displayed in a list, so the user can choose the desired country. To achieve consistency, by typing an alternative country name, the common name will be proposed to the user.Apart from the user interface, the solution offers autocorrection for bulk import of records by third party applications. For each updated record, a Boolean field is updated. Thus, the user can check which records contain country values that are not included in the alternative names' list.
How to use CountryChoice
Using CountryChoice couldn't be simpler! Once installed, just map the common country names with their alternatives and start typing in the country field of the desired record. The addon will search the list and propose country names according to the user's input!