For Microsoft Dynamics 365
Corral Works connects to your Dataverse environments and gives your team a reviewed, validated, and audited way to make the bulk edits that take too long in the Dynamics UI — no Excel export, no custom workflows, no crossed fingers.
Generic "data management" tools weren't built for Dynamics. They don't know what a lead qualification pipeline looks like, they don't understand Dataverse security roles, and they can't respect your environment-specific validation rules. Corral Works does. It reads from and writes to your live Dataverse database, respects the security model your admins already configured, and lets staff get the small stuff right without filing a ticket.
A few of the jobs Corral Works handles for Dynamics 365 teams. If your team has a use case we haven't listed, tell us on the waitlist — we're hearing them all and prioritizing the common ones first.
Reassign ownership, update industries, fix naming conventions, or correct territory codes across hundreds of leads and accounts in a single reviewed batch.
Adjust close dates, revise estimated revenue, or update probability and stage across a cohort of opportunities without opening each record.
Batch-correct email addresses, phone numbers, job titles, and addresses across your contact base — with validation rules and an audit trail.
Move configuration records and reference data between Dev, Test, and Production environments with diff preview and rollback.
Identify and resolve conflicting customizations across solution layers, then batch-apply the correct defaults without manual layer-by-layer inspection.
Bulk-assign security roles, team memberships, and Dataverse field-level permissions across users and business units at once.
Today in Dynamics
Export to Excel, update the codes, import back via Data Import Wizard, map the columns, wait for the import job to finish, check for failures, re-import the failed rows.
With Corral Works
Pull the 500 accounts into Corral, review the diffs, fix anything the validation flags, commit the batch — the audit log is generated automatically.
Today in Dynamics
Open each opportunity in the Dynamics UI, change the owner, save, repeat. Or write a custom workflow and hope it doesn't trigger unintended cascades.
With Corral Works
Select the 200 opportunities, set the new owner once, preview the change, commit. Management gets a clean audit trail of every record that moved.
On Ellucian CRM Advance? Corral Works has a dedicated experience for Advance teams. See the Advance page.