AI Data Quality & Compliance for Microsoft

Get your one source of truth in Dynamics 365 and Microsoft applications. Ensure traceability and audit readiness without development.  

STAEDEAN’s no-code embedded solutions allow you to enhance data governance and compliance across the Microsoft ecosystem, including Power Apps, D365 CRM, Dataverse, and D365 F&SCM. Using the solution, you can improve and enrich data quality at source with configurable data quality rules, strengthen Segregation of Duties, protect sensitive data, and monitor access control with comprehensive audit logs.

See our AI Data Quality & Compliance Solution for the Microsoft ecosystem in action!

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G2 rating STAEDEAN Microsoft Dynamics 365 ERP Solutions

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AI Data Quality & Compliance for Microsoft

The AI Data Quality & Compliance Solution is a configuration-based solution embedded within Microsoft Dynamics 365 and the Dataverse. Our functionality for Data Compliance helps you safeguard sensitive data, mitigate risk, enhance security, and prepare for audits within Dynamics 365 ERP. Our solution helps you reduce the risk of internal and external threats, fraud, and hefty compliance fines. 

Enrich data quality across Power Platform, D365 CRM and D365 F&SCM using our AI Data Quality Solution. Enhance data quality with data quality policies, data patterns, configurable lookups. Eliminate errors by running duplicate checks and proactive and scheduled data quality assessments. Validate data quality and auto-populate data by connecting to (paid) web services.

Key Challenges

Difficulty in adopting AI

95% of an AI project's success depends on the data quality and availability. If you have errors across your apps and business systems in Microsoft, it is difficult to adopt AI and get actionable insights that are reliable. 

Risk of data breaches

While Microsoft provides tools for security, encryption, and more, users are responsible for managing their security role assignments and setting up their compliance processes. Navigating this without additional tools and support can be difficult.  

Data entry errors

Without data quality rules and a data governance and compliance framework in place, you will encounter human errors, inconsistency, and incomplete data in your Microsoft systems and apps which cause issues in business operations as well it can impact the future AI capabilities. 

Key Features

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    Improve data quality at source

    Configure action, validation, and enrichment rules at the field or record level without any dependency on developers. Integrate with third-party web services to check for data validation or to auto-populate data. Perform data quality assessments and duplication checks on existing records to proactively improve data quality.

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    Strengthen data security

    STAEDEAN’s Data Compliance solution allows you to compare snapshots at the security object level, which gives you a view of enterprise security and tightens access controls. Our solution also offers a preset of SoD rules upto the entry point level, and a hierarchical Business Risks register that is linked with SoD rules to safeguard sensitive data, reduce SoD conflicts, and mitigate risk.    

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    Ensure audit readiness

    Our solution offers a live-audit trail with logs of security changes, role modifications, user access, and 50+ events to support internal and external audits. Identify threats such as SoD violations, unapproved access, and policy breaches through audit logs and mitigate data threats. Empower your security team with access workflows for role templates, approvals, and SoD checks to ensure any security role changes are also tracked.

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    Benefits

    Embedded and no-code

    Our solutions are built within Dynamics 365 and the Dataverse, and are configuration-based needing no integration time, which makes it easier for an existing user to adapt to our solutions.

    Manage multiple processes

    By adding data quality rules in Dynamics 365 and the Dataverse, you can enrich the quality of your data across Microsoft apps and get a single version of truth to make data-driven decisions.

    Security role management

    Improve data security using our role management features to lock, disable, and merge roles. Optimize user rights to the preferred/lowest user license.

    Manage segregation of duties

    Easily setup and maintain segregation of duties (SoD). Use pre-defined SoD ruleset that capture possible conflicts and violations and reduce threats.

    Increase transparency

    Get access to a detailed audit trail of who has accessed what data without impacting system performance. Get embedded insights (charts) on security and compliance. 

    Data quality trial

    A trial version of our Data Quality Solution on Dataverse and Dynamics 365 is available. Assess the quality of your data for free before you decide to invest in our AI Data Quality Solution.

    Key Functionalities

    Enrich data quality

    Enrich data quality

    Improve data quality using easy-to-configure data quality rules that can completely block or warn users to use pre-set conditions. Auto-populate data using configurable lookups or by connecting to external (paid) web services. Run periodic data quality assessments and duplicate checks to enrich the quality of your data. 

    Data security and compliance

    Data security and compliance

    Simplify audits in Dynamics 365 ERP with our no-code, embedded solution. With separate workspaces to monitor user roles, analyze and mitigate integrated risk, and ensure compliance. Get detailed audits of sensitive data, role changes, and other key events to ensure you have a holistic picture of your enterprise’s security and compliance.

    Master data management

    Master data management

    Control master data entry, quality, and distribution and ensure you have a single reliable source of truth in Dynamics 365. Manage master data centrally or decentrally. Distribute data to legal entities within D365 F&SCM or to external systems. Ensure collaboration for data entry using configurable workflows with active data quality rules for accurate data entry.

    Frequently asked questions

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    Do you plan to add AI agents to your AI Data Quality & Compliance Solution?

    Yes, we constantly work on adding new features and AI agents is on our roadmap. While our data governance solution will help you improve your data maturity and get AI-ready, we also have AI components built into our AI Data Quality & Compliance Solution and plan to introduce more features in the coming releases. We test our solution with every Microsoft update and follow a quarterly release schedule. 

    Does Data Quality Studio on Dataverse replace the duplicate detection settings available from Microsoft?

    No, Data Quality Studio on Dataverse only extends the available functionality in numerous ways. It integrates with AI and allows for a more flexible setup of duplicate detection settings.   

    What are the main reasons to choose the AI Data Quality & Compliance Solution?

    The AI Data Quality & Compliance Solution protects and improves the quality of your data across the Microsoft ecosystem. With Data Quality Studio available on Dynamics 365 and the Dataverse, you can enrich and transform your data into a core asset for Power Platform, D365 CRM, and D365 F&SCM. Additionally, our Data Compliance Solution helps you protect your D365 data and ensure audit-readiness, visibility and traceability for your internal and external security team.     

    Resources

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      Data Maturity Assessment for D365 F&SCM
      Before you start using artificial intelligence (AI) in D365 F&SCM, take our data maturity assessment and test your AI-readiness.
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      Data Quality Studio for Dynamics 365 – Free Trial

      Test drive our Data Quality Solution for D365 F&SCM using our free 30-day trial. Additionally, you get a free template to assess the quality of all your customer records.
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      AI Data Quality Solution for D365 F&SCM | Factsheet

      Explore all the features and benefits of using our advanced no-code data quality solutions for D365 F&SCM and the Dataverse.
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      Data Compliance Solution for Microsoft Dynamics 365 F&SCM | Factsheet
      Manage integrated risk, safeguard sensitive data, strengthen segregation of duties, and simplify audits using our Data Compliance Solution. Explore all the features and benefits.
      Download factsheet
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      Master Data Management Solution for D365 F&SCM | Factsheet

      Explore how you can control and manage master data distribution while improving data quality at source using configurable workflows.
      Download factsheet
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      Garbage In – Garbage Out - Data Lifecycle Challenges | Whitepaper
      Mitigate data management challenges at every stage of your data lifecycle. Learn how you can turn your D365 data into your most valuable asset.
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      A Practical Guide to Data Security and Compliance in Microsoft Dynamics 365 | eBook
      Get actionable insights to navigate data security & audit compliance challenges with tips to build a holistic data security strategy within Dynamics 365 F&SCM.
      Download eBook
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      Simplifying Data Security & Auditing in Microsoft Dynamics 365 | eBook 
      We explain how you can implement and manage data security role assignment and auditing processes in Microsoft Dynamics 365 in this eBook.
      Download eBook
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      Regulatory Compliance Management in Dynamics 365: A Complete Guide
      Dorian SakowskiDorian Sakowski
      Jul 17, 2025
      We share a complete step-by-step guide to help you implement data security and compliance processes in Microsoft Dynamics 365. 
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      Regulatory Compliance in Dynamics 365

      5 Data Quality Mistakes to Avoid in Microsoft Dynamics 365 F&SCM
      Kevin RahanKevin Rahan
      Mar 3, 2022
      If you are looking for ways to improve data quality, then this blog will definitely help you make significant improvements towards data management in D365. 
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      5 Data Quality Mistakes in Microsoft Dynamics 365 F&SCM ERP to Avoid

      10 Data Quality Rules Offered by STAEDEAN's Data Quality Tool
      Kevin RahanKevin Rahan
      Feb 14, 2023
      In this blog, we highlight the most commonly implemented data quality rules using our solution for Microsoft Dynamics 365 Finance & Supply Chain Management.
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      STAEDEAN's Data Quality Solution for Dynamics 365
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