Clean it Up: Three Things Manufacturers Should Consider When Backing Up CRM Data

Clean it Up: Three Things Manufacturers Should Consider When Backing Up CRM Data

April Blog Series: Spring Cleaning

Insights From: Art Small (Fullscope CRM Solutions Consultant)

Backing up Microsoft Dynamics CRM data can help provide manufacturers with assurance that records are safe, but it is important for the data to be clean before a backup occurs. Whether Dynamics CRM is deployed on-premise or in the cloud, there are a few things manufacturers should take into account before starting the project. 

Be Proactive

Before a data backup, it's important to go through it and eliminate dirty data. On-premise and online versions of CRM have a duplicate detection capability built in. Another option is to export data records into Excel and manually clean it. Both options can help aid an in-house data clean up.

Understand the Options

There are a few  different ways to approach a CRM data backup.

If a full system backup is required for historical purposes, the backup should be done through the SQL server database. This will allow the data to be restored to its original form.

Excel offers a simpler, less sophisticated backup option, but a certain level of detail and transparency will be lost.

Working with an Independent Software Vendor (ISV) that specializes in cleaning up fuzzy data is a good choice for a manufacturing business with a large amount of data. 

Ask for Help

Recognizing the limits of a manufacturing company's in-house expertise is a critical step. This project demands skilled Dynamics CRM consultants with experience successfully completing a CRM data clean up and backup. Make sure the data is in capable hands by reaching out to your CRM partner for guidance before starting the process.

As a full service Microsoft Dynamics CRM partner, Fullscope has experience eliminating dirty data and performing successful data backups. Contact an expert today to find out more about CRM software solutions.

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