CRM · Microsoft Dynamics 365 data quality for AICopilot reads Dataverse. Who reads Dataverse?
Dynamics 365 spans sales, service and sometimes finance, with each app governed a little differently. When Copilot or a custom model reads across that estate, the disagreements between modules, and between Dynamics and the systems beside it, are what get in the way. We compare your exports and show where.
Starts with a 30-minute call. Commits you to nothing. Then exports only: no login, no connected app, nothing installed.
Source of truth
What Microsoft Dynamics 365 gets right.
Every system is built to be right about something. Knowing what Microsoft Dynamics 365 owns, and what it doesn’t, is where a cross-system check starts, and where the Truth Score™ (a score out of 100 for how far your data can be trusted) begins to take shape.
- 01
Accounts and contacts
The customer master for sales and service, held in Dataverse tables.
- 02
The sales pipeline
Opportunities, estimated revenue, close dates and owners.
- 03
Service history
Cases, entitlements and SLAs where Customer Service is used.
A single customer view. Sales, service and finance apps can each keep their own copy of the customer, and Dynamics being one vendor does not make those copies agree.
Inside the system
Common Microsoft Dynamics 365 data problems for AI.
What goes wrong inside Microsoft Dynamics 365 itself, with the objects and fields where it shows. Each one is checkable from an export.
- 01
Option sets that mean different things
The same concept is coded differently by module or business unit, and legacy choice values stay in the history. A model sees three categories where there is one.
industrycodecustomertypecodestatuscodechoice columns - 02
Records that exist in one module only
Sync between Sales, Customer Service and finance apps leaves accounts present in one place and stale or missing in another.
accountidaccountnumbermodifiedon - 03
Ownership without accountability
Records owned by teams, disabled users or the wrong business unit. Routing and scoring models lose the signal of who looks after the customer.
owneridowningbusinessunitsystemuser.isdisabled - 04
Duplicates from migrations
Years of imports and entry points leave duplicate accounts and contacts, sometimes one per business unit.
nameemailaddress1websiteurlparentaccountid - 05
Opportunities that never closed
Open opportunities past their estimated close date, with estimated revenue still counted.
estimatedclosedateestimatedvaluestatecodesalesstage
Between systems
Microsoft Dynamics 365 looks clean on its own. The gaps are next door.
The problems that sink AI sit between Microsoft Dynamics 365 and the systems beside it: the same customer, person or transaction recorded differently in each. These are the gaps to test for each pairing.
CRM
Microsoft Dynamics 365
Source of truth forAccounts and contactsThe sales pipelineService history
Microsoft Dynamics 365 ↔ Finance
Dynamics 365 Business CentralNetSuiteSage IntacctSAP
- Won opportunities with no matching invoice
- Account numbers that differ from the ledger
- Customers billed that sales has never seen
Microsoft Dynamics 365 ↔ HR
- Accounts owned by disabled or departed users
- Business units that don’t match the org
Microsoft Dynamics 365 ↔ Warehouse
- Reports in the warehouse that Dynamics can’t reproduce
What to export
What we need from you, in plain English.
Advanced Find or a view exported to Excel works for most tables; larger ones can come from a Dataverse export your admin already runs. We list the exact columns. We never ask for a licence, an environment role or an install.
- Exports only, no access to your systems
- NDA and data processing agreement first
- The full list of sub-processors comes with our data processing agreement, before any data moves
- Raw exports deleted after the engagement; we keep quality metrics, not your records
AI that depends on it
AI use cases that lean on Microsoft Dynamics 365.
If one of these is in a proposal or your plan, Microsoft Dynamics 365 is one of the systems we compare. Each page sets out what the use case needs and where it breaks.
- Revenue Revenue forecasting Estimated revenue and close dates on opportunities drive the forecast, and drift without anyone noticing.
- Operations Customer service automation Copilot in service needs cases tied to the right account and entitlement.
- Revenue Customer churn prediction Accounts have to join across sales, service and finance before risk can be read.
- Operations Process automation Workflows act on status and owner fields. Inconsistent option sets break them quietly.
- Revenue Lead scoring Won and lost opportunities are the training target, and duplicates per business unit split it.
How a Truth Score Read tests Microsoft Dynamics 365
From your exports to a signed verdict.
Within 5 working days of complete exports. A fixed fee, agreed before we start, that never moves with the verdict.
- 01
Export Microsoft Dynamics 365, and one system beside it
The Microsoft Dynamics 365 exports listed above, plus at least one neighbour, such as finance. Under NDA, using the field list we send.
- 02
Match across systems
Our engine matches each account and its related records across the exports by ID, name, email and domain, including the ones spelt differently in each system.
- 03
Check by hand, then score
Every red flag is checked by hand against sample records before sign-off. Then the Truth Score: each pillar shows what was measured and what wasn’t, and pillars with too little signal are marked, never guessed.
- 04
Get the verdict in writing
A signed memo: the red flags between Microsoft Dynamics 365 and the other systems, a Leverability read on the AI you’re considering (which AI ideas you can use now, after fixes, or not at all), a verdict (sign, fix first or walk away) and a short fix list your own team can work from.
What you get back
See what comes back: a real sample memo.
One fictional B2B software company, Example Co: 72,837 records in 7 exports from its CRM, finance and HR systems, run through the same engine and the same checks as a paid Truth Score Read. Each system passes its own checks. Matched across systems, only 13% of deals tie to an invoice.
Questions
Microsoft Dynamics 365 and AI, answered plainly.
Anything else, ask on the 30-minute call. It commits you to nothing.
Book the callCan you work from Dynamics without an environment role?
Yes. Views exported to Excel or an existing Dataverse export are enough. Under NDA, nothing installed, no user licence.
We run Dynamics for sales and finance. Isn’t it already one system?
One vendor, and possibly several copies of the customer. Sales accounts, service customers and finance customers are frequently created separately. Our engine matches them across the exports to show where they agree.
Does this tell us whether Copilot will work?
It tells you whether the data Copilot would read is complete, consistent and agrees with the rest of the business. That is the part vendors rarely test before you sign.
Which business units should we include?
Every unit that creates customer records. Duplicates between business units are a common reason Dynamics data disagrees with itself.
Find out what your Microsoft Dynamics 365 data can carry. Before the AI does.
Your Microsoft Dynamics 365 export and one other system in. The gaps between them in writing, within 5 working days of complete exports. Starts with a 30-minute call. Commits you to nothing.
Starts with a 30-minute call. Commits you to nothing.