Your CRM data is messy. Here’s how to start fixing it.
The CRMBix CRM Data Health Kit gives Dynamics 365 teams a ready-made structure for spotting missing data, scoring record health, and prioritising cleanup.
Built for Microsoft Dynamics 365
Created by a working CRM Manager
Designed for real internal teams
If your CRM data cannot be trusted, everything slows down
Incomplete records, inconsistent data, and weak ownership make reporting harder, reduce team confidence, and quietly damage adoption.
The CRM Data Health Kit gives you a practical way to bring structure to the problem so you can see what needs fixing and where to start.
What's included?
Data Health Framework
A practical structure for tracking record quality issues inside Dataverse.
Rule-Based Checks
Predefined checks to help surface gaps, failures, and messy records.
Health Dashboards
Simple views to show contact and organisation health at a glance.
Choose your starting point
Best for CRM managers and admins who want a low-cost way to bring structure to cleanup.
Includes:
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Data health framework
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Rule-based checks
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Contact and organisation scoring
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Dashboards
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Setup guidance
Book a one-off setup session and we’ll help install and configure the CRM Data Health Kit in your environment.
What you actually get
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A ready-made data health framework for Dataverse
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Predefined checks to flag incomplete or poor-quality records
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Health scoring for contacts and organisations
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Dashboards to show what needs fixing first
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Setup guidance so your team can start using it quickly