Validating data
When users work with Dynamics 365 Customer Engagement applications, often they are working with customers’ data related to the different processes covered in Dynamics 365 (such as opportunity management, case management, and others), or even with products or assets data. On many occasions, it is necessary to validate data that is manually entered by a user. In some cases, this validation has to happen in real time in order to continue with a process, while in other cases data validation can happen in the background, as an asynchronous process.
When designing a data validation solution, the first thing to identify—in addition to the data to be validated—is the why; that is, what is the purpose of the validation. This will allow us to define how we are going to do the validation.
In this section, we will review some of the most common examples that we can find in our implementation of Dynamics 365 Customer Engagement and how we can solve them...
