Enable email validation (preview)

Article
07/07/2023

Important

This topic is pre-release documentation and is subject to change.

Enable email validation in Dynamics 365 Sales to remove invalid email addresses from your lead and contact records. You'll reduce email bounce rates, improve engagement, and get a better return on your sellers' time.

License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Enterprise, Dynamics 365 Sales Premium, or Microsoft Relationship Sales More information: Dynamics 365 Sales pricing
Security roles	System Administrator More information: Predefined security roles for Sales

Prerequisite

Before you enable the email validation feature, ensure that the AI Builder preview models option is enabled in your organization. More information: How do I enable a Preview feature?

In which regions is email validation available?

Email validation is available in the following regions:

Asia Pacific (APAC)
Canada (CAN)
Europe (EUR)
France (FRA)
Great Britain (GBR)
India (IND)
Japan (JPN)
North America (NAM)
Oceania (OCE)
South America (SAM)
Switzerland (CHE)
United Arab Emirates (UAE)

What is email validation?

Email validation analyzes the primary email address in lead and contact records to identify the ones that can't receive email. You must enable the feature. It's turned off by default.

Email address validation looks for the following issues:

Incorrect syntax: An address that doesn't contain both a username and an email domain
Disposable domain: An address that contains a known disposable or temporary email domain
Test or spam email addresses: An address that contains known indicators of a test or spam address in the email header or metadata, IP address, HTML code of the email, and email content and formatting
Expired email addresses: An email account that has expired and can no longer receive or send email
Emails that bounce back: An address that can't receive a message for any reason

Sellers can view invalid email addresses on record forms, work list items, and the Up next widget in sales accelerator. More information: Work with invalid email addresses

Difference between Dynamics 365 Sales and Power Apps

The email validation feature in Dynamics 365 Sales and Power Apps works on the same principles. However, there are some differences as listed below:

Scenario	Dynamics 365 Sales	Power Apps
Validation	The validation process runs dynamically and targets only the primary email address in lead and contact records. The feedback is displayed each time the form is loaded. More information: View invalid email addresses	The validation process dynamically runs on all email address fields, providing immediate feedback. Also, validations are not performed on addresses that are bulk imported.
Actions	Users can mark the invalid email addresses as valid. More information: Send an email to an invalid address	Users can't mark the invalid email addresses as valid.
Both features enabled in an organization	Only the primary email addresses of leads and contacts are validated according to the Dynamics 365 Sales implementation.	All other email addresses are validated based on the Power Apps implementation.

Note

To know more about the email validation feature in Power Apps, see Email address validation for email columns.

Limitations of email validation

Email validation works only for lead and contact records.
It checks only the primary email address in lead and contact records.
Leads and contacts that are older than 180 days aren't validated.

Enable email address validation

In the Sales Hub site map, select Change area > App settings > Data improvement > Email validation.
Turn on email validation for leads and contacts, according to your requirements.

Email validation runs immediately on the primary email address in lead and contact records. A red envelope icon indicates an invalid email address.

Can't find the options in your app?

There are three possibilities:

You don't have the necessary license or role.
Your administrator hasn't turned on the feature.
Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.