Garbage In, Garbage Out: How to Keep Your CRM Clean Without Losing Your Sanity
Session Overview: Most CRMs are not struggling because of missing features. They are struggling because the data inside them is bloated, outdated, duplicated, or unreliable. Teams hoard fields nobody uses, migrate information nobody needs, and treat CRM like a storage unit instead of a decision‑making system. In Dynamics 365, this clutters reporting, slows performance, frustrates users, and quietly undermines every automation and AI capability that depends on clean, trustworthy data.
Most CRMs struggle under the weight of unreliable data. This session replaces “data hoarding” with a high-impact strategy your team can actually trust. Learn to automate inputs, reduce friction, and keep your CRM focused on the data that moves the needle.
Learning Objectives:
- Identify the root causes of poor CRM data quality and recognize when Dynamics 365 should not be the source of truth.
- Establish practical guardrails that prevent “garbage data” from entering the system.
- Apply purpose‑driven data governance to improve data quality, support reporting needs, and keep CRM performance healthy over time.
Speakers: Alex Moreau
Recorded at: Community Summit NA 2026
Type: Education Session
Ability Level: 201 – Intermediate
Primary Product: Dynamics 365 CE (CRM)
Tracks: Business Intelligence (BI) & Reporting, Data
Terms: All rights reserved by the speaker, Community Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.
