We’ve developed a simple and free Address Validation add-on for Microsoft Dynamics CRM. This article presents the add-on and also provides a download link.
SharpXRM Address Validation is a light weight add-on for Microsoft Dynamics CRM 2015 and 2016. As its name indicates, it is used to validate the address information of CRM record such as Contact, Account, Lead or custom entities containing address information. It uses the Bing Location API to perform the address validation and as such, we have very little control over the result(s) returned. It requires a Bing Maps API Key which you must generate from the Bing Maps portal.
The solution contains a web resource that has to be inserted on the form of the target entity and configured with the appropriate fields. For example on the account entity, you can add the web resource and configure it to validate the out of the box address 1 fields. The web resource adds a button on the form (see Image 1 below). Clicking on the button will launch the validation and proceed to present the result (see Image 2). When the results are displayed to the end users, they have an opportunity to make further edits before accepting the changes.
- (1) Input address from the account record
- (2) Validated address, editable (in case Bing doesn’t return all information or other changes need to be made for example to add or keep an apartment number removed by Bing)
- (3) Confirm will save the information to the account and close the validation wizard
Don’t hesitate to provide feedback @ firstname.lastname@example.org.
We also have a commercial version of the tool which uses a robust address validation API to correct single addresses or multiple in bulk using CRM workflows. For more information, reach out to us.