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G2 rating STAEDEAN Microsoft Dynamics 365 ERP Solutions

About our Data Quality Solution

Our embedded Data Quality Solution allows you to apply real-time validation rules to prevent incomplete, incorrect, or duplicate master data from entering D365. You can also clean historic records by running data quality assessments. This ensures that you identify inconsistent attributes, invalid VAT/tax details, incorrect UoM, before they cause downstream issues. 

Get centralized control over all master data domains in Dynamics 365 or manage it decentrally.​Maintain one accurate version of truth for products, vendors, customers, and financial dimensions across plants and systems that can be distributed within legal entities and connected systems such as PLM, WMS, CAD, 3PL, and other systems. 

Standardize the creation and modification of master data through approval-driven timed workflows with active data quality rules.​Mandatory fields, validation steps, and role-based assignments ensure product, customer, vendor, and financial data is complete, accurate, and timely. This eliminates manual errors and keeps your D365 environment clean and consistent.​ 

Key Challenges

Missing, error-riddled data

Missing mandatory fields, incorrect product/ customer data, and duplicates make reporting difficult and cause other downstream issues. Our data quality policies work in the background, eliminating this challenge.

Lack of validation

Without workflows and data quality rules to control how people enter data in Dynamics 365, frequent cleanup is required. Additionally, there is no approval or review process. Our solution allows you to validate data in several ways.

Time intensive
Most data analysts spend 70% of their time cleaning data instead of analyzing it, based on a survey. Using our solution, configuring automated data quality policies, and running data quality assessments saves you time and bandwidth to focus on crucial tasks.

Key Features

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    Data Quality Agent

    To mitigate the technical challenge business users face while defining data quality policies, we have introduced an AI agent. The data quality AI agent can guide the team and speed up the configuration of data patterns, configurable lookups, transformation lists, and duplicate check policies. 

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    Ease data quality management

    Configure data quality rules at the field or record level. You can set up action, validation, and enrichment rules that block data entry or warn users. Auto-populate data, add a number sequence, add data patterns, run duplicate checks, and perform periodic data quality checks.

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    Data workflows

    Add workflows with mandatory steps for product, customer, vendor, and other records, with approval steps for managers with active data quality rules and required fields only. Create subsequent or parallel steps to speed up data entry in Dynamics 365 forms with set time limits and reduce errors. 

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    Master data management

    Control your one source of truth and distribute it on a scheduled date and time or instantly within Dynamics 365 or to other business systems. Ensure vendor compliance standardization​, global item data alignment (GS1, attributes, units)​, and product governance. 

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    Benefits

    Standardized master data

    Harmonized, complete, analysis-ready master data across products, vendors, and customers. Centralized, governed master data that stays clean and compliant.

    Better insights

    The effective use of our solution helps you get clean, consistent, and accurate data for reporting and analysis. Improve D365 data quality also helps you derive better insights from AI agents. 

    Automate data quality checks

    Continuous monitoring with active data quality rules maintains long-term data quality and guide users. Additionally, pre-defined lists and conditions ensure standardization.

    Control master data

    Manage master data securely using a centralized or decentralized approach. Lock or obscure critical fields from access. Using a governed approach to make changes to master data. 

    Speed up data entry

    Structured workflows ensure complete, correct data from the point of entry. You can also add rules or connect to external web services to autocomplete fields.

    Supports versioning

    You can also support versioning in data quality policies by running data checks to assist in changes as and when required to ensure there are no errors in the process.

    Key Functionalities

    Data quality management

    Data quality management

    Improve data quality at source for new and imported data in Dynamics 365, Dataverse, and other Microsoft apps. Managing duplicate data in Dynamics 365 and Dataverse just got easier. Add data quality rules to ensure accuracy, consistency, integrity, timeliness, completeness, and validity. Make smarter business decisions with enhanced and trustworthy D365 data quality.   

    Data workflow management

    Data workflow management

    With active data quality rules, you can configure data workflows for faster, streamlined data entry and validation. Assign fields to specific team members in parallel or subsequent steps with time limits for data entry and/or approval.

    Field-level Security

    Field-level Security

    Add field-level security using our master data management functionality to protect sensitive master data. Lock fields for editing or restrict access. This inhibits unauthorized access to sensitive data. 

    Master data management

    Master data management

    Manage master data in a centralized or decentralized manner. Ensure a change management process for master data. Data stewards can distribute master data to select legal entities within D365 F&SCM or to other business systems using our Master Data Management Solution.

    Frequently asked questions

    Can't find what you're looking for?
    If we have a lot of companies, do we need to set up the rules per company and buy a lot of additional rule packs to improve data quality in Dynamics 365? 

    Our solution allows you to set up unlimited rules at no additional cost. To learn more about the cost of our solution, you can get a customized quote. Having said that, the configuration of the solution is a global setup and a single rule will initially work in all companies. With this setup, you can ensure that a rule is applicable only when required for a specified number of companies.

    What are the main reasons to choose STAEDEAN’s Master Data Management Solution over Microsoft’s data quality tools? 

    With our Master Data Management Solution, you implement data governance, improve data quality, add workflows in your ERP environment, prevent customizations, and get faster time to value and enhanced trustworthy master data.

    Who takes care of continuous updates to the solution? 

    At STAEDEAN, we do all the heavy lifting so that you can focus on improving Microsoft data quality in the ERP. We test and maintain continuous updates with the practice of Continuous Integration, Continuous Delivery (CICD) at a quarterly cadence. All our documentation and release information is available on our website.

    Can STAEDEAN’s Data Quality Solution on Dataverse be used with Model driven and Canvas apps?

    Yes. Since our solution works on the data layer, it automatically allows for data quality governance of all applications built on Dataverse. 

    Resources

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