Creating an Account Management Process in Microsoft Dynamics CRM

In the Microsoft Dynamics CRM page, select the SalesHub with InsideView Insights app and click Sales link, then select the InsideView item as illustrated:

Note: Before creating a data management process, make sure you have configured an Integration for Data Integrity. For information, read the article Setting Up an Integration for Data Integrity in Microsoft Dynamics CRM Online in our Knowledge Base.

In the Quick Setup card, click Start to create a new process for Accounts, Contacts and Leads. 

Note: If you want to create a process for each object separately, click Start in the Custom Setup card.

Select the Accounts link.

If you have already created a process, click New Process to launch the process creation workflow page.

Select the Accounts link and click Next to create a new account management process.

Note: Data Integrity allows you to add criteria only for active accounts.

Choose one of the following options:

• Record Segmentation:
  • Manage all accounts (recommended) - When you select this option, all accounts in your Microsoft Dynamics CRM are managed and will receive updates from Data Integrity.
  • Manage a segment of Accounts based on custom criteria - When you select this option, you can define custom criteria to manage accounts based on a dynamic rule.

In the Update Frequency area, select the frequency at which you want to run the account management process to receive updates from Data Integrity. You can select the following frequency options:

• Update accounts on creation - This is a default selection. When you select this option, whenever a new account is created in Microsoft Dynamics CRM, it will be updated with the most accurate account information from Data Integrity.
  • Only apply process to {Object type} created on or after {date} - Object records are updated starting on the specified date.
  • Apply process to all Accounts - All records are updated.
  • Create custom segmentation - Custom segmentation of records are updated.
• Update accounts now - When you select this option, the segment of accounts you choose to manage will be processed and updated with the latest account data from Data Integrity immediately upon saving your data management process.
• Update accounts on schedule -  When you select this option, you can define a schedule for updating accounts with information from Data Integrity. You can enter the Start Date, Start Time, and Recurring options as Daily, Weekly or Monthly.
  

Note: Data Integrity will send update notifications based on these frequency settings to receive them.

For more information about creating a custom rule-based filter for managing accounts, read the article Creating an Account Management Process with Custom Rules in Microsoft Dynamics CRM in our Knowledge Base.

You can select the update rules for all fields by clicking any of the options at the top of the table or set field-by-field update rules.

For each field, you can choose one of the following options: 

• Overwrite – Always pushes field value updates automatically into your CRM, overwriting your existing values.
• Update, if blank – Pushes field value updates automatically into your CRM only when the particular field is empty.
• Flag only – Flags field value updates but does not automatically push them into your CRM. You will receive email notifications based on the frequency settings.
• Do not update - This option will not send field-level updates for your accounts from Data Integrity.
• Click Next. 

In the Save Data Management Process dialog, enter the name for your process and click Save.

Click the  icon to expand the process that you just created.

Hover over any one of the processes to access the following actions:

• Click the  icon to immediately run the process and then in the Run Data Management Process Now dialog, click Run Now.
• Click the  icon to edit the process. For more information, read the article Editing an Existing Data Integrity Process in our Knowledge Base.
• Click the  icon to delete the process.