As a business person, you work with tonnes of data online every day. Smartly managing this data is a must, because insufficient data management can quickly result in stress, frustration, lost time and compromised information. Luckily, with Microsoft Dynamics 365, you can easily streamline your data management strategy with easy-to-use buttons, automation and so much more.
Microsoft Dynamics 365 facilitates smart data management in quite a few ways. Modern organisations are overwhelmed with data from countless sources, and managing this information quickly and correctly is essential. You can utilise modern digital tools within Microsoft’s Power Platform (such as Microsoft Dynamics 365, Power Apps, Power Automate and Copilot) to make data management, exportation, extraction and duplication a breeze.
Let’s review the Record to ZIP Infinity Button, which offers a straightforward way to bundle and export records in just one click.
What Is The Record To ZIP Infinity Button?
This Dynamics 365 tool allows users to extract data from a record and put it into an accessible, downloadable ZIP file. The data can be saved in CSV and Excel formats. The convenient, all-in-one ZIP file makes it easy for users to handle all the information from the primary record without juggling multiple files and folders simultaneously.
One-Click Record Bundling. This convenient data extraction tool can be used with a single click, saving you and your team hours of repetitive manual work and reducing the chances of human error.
Creating Dated Copies. Create copies of records that can be then used for internal documentation, auditing, archiving and compliance checks.
Adhering To General Data Protection Regulations (GDPR). Meet all required data access and portability criteria by providing customers with access to data upon request.
Supporting Accessibility. Handling data can be confusing; let’s make things simple with ZIP files. Your files will be saved as CSV or Excel files that are easily readable and portable, so sharing is straightforward.
Selecting Specific Fields To Be Duplicated. This infinity button gives you the freedom to copy and extract the data you need. Freely choose between full or partial data extraction, so you can either choose only what you need or everything in the record.
Integrating Into Your Power Platform Process. Seamlessly work this data extraction tool into your everyday Power Platform process, utilising tools like Power Apps, Power Automate, Copilot and other AI solutions provided by Magnetism. Export, automate and deliver results with clicks and selections, rather than hours of manual work.
Improving Transparency And Trust. Customers deserve to have access to their data, and Record To ZIP makes it easy to provide your valued customers with a ZIP file of their own data. This builds confidence in your brand and customer loyalty.
How Modern NZ Companies Can Use Record To ZIP For Their Daily Operations
What are some practical examples of this infinity button in action?
Meeting GDPR Standards. This data extraction tool allows you to fulfil customer requests by providing them with the personal data you’re holding onto. Simply use the Record To ZIP tool to extract all relevant data with a click, and then transfer the ZIP to the user. This comprehensive tool ensures that all data is provided, with no missing details.
Sharing Data Outside Of Dynamics 365. If the person you are working with doesn’t use Dynamics 365, you can still easily share data with them by turning the record into an accessible ZIP file and then sharing the file with them.
Quick Reporting And Record Keeping. The Record To ZIP tool allows you to capture a ‘snapshot’ of a record, extracting current data into a ZIP file to show details as they are. This is ideal for archiving data.
Case Study: Improving Data Management For The IPCA
We had the pleasure of using Dynamics 365 and other powerful tools to help the IPCA, or the Independent Police Conduct Authority. The IPCA has the important job of investigating police misconduct and resolving issues, so speed and accuracy are vital. Our goal was to create a system that improved the entire process for their team and the individuals making the complaints, enhancing transparency for everyone involved.
We built a new system on the Power Platform, combining complaint data and including vital information like details, case categorisation, etc. This allows the team to see the full picture of each complaint. The included data also allows them to easily search through all of their records.
Through hard work and collaboration, the IPCA team now has a better overview of all of their cases, new and old. The improved process means they can record thousands of cases overnight, saving tonnes of hours and freeing up time for everyone involved.
Enhancing Data Management With Record To ZIP And Other Modern Tools
Our Record To ZIP Infinity Button is just one of the many tools we have available at Magnetism. Visit our products page to browse through the many other add-ons we have to offer.
Are you ready to elevate your operations like never before? Reach out online or on +64 9 888 4086.
Magnetism: Empower your team with Microsoft Dynamics 365 and more.