Microsoft Dynamics CRM 2013 Unleashed

Ways to Use D&B360

Let’s take a look at some of the ways to use D&B360 for CRM:

Customers and prospective customers are at the core of most organizations, and the information about them is housed in Dynamics CRM 2013. By streaming data on-demand directly into the system, you can keep it current, complete, and accurate (automatically).

Let’s start with a company name from our list of Accounts and see what D&B360 can do to provide additional insight on this prospect/customer.

In this example, we use D&B360 to perform a company match from within Dynamics CRM 2013:

1. In Figure 28.3, the Account name is not spelled correctly and is shown in the Account list view.

FIGURE 28.3 Misspelled Account name in Dynamics CRM 2013.

2. Figure 28.4 shows the ...