A couple of years ago, our team developed a free SharpXRM Dynamics CRM Address Validation add-on meant to be a tool to help companies perform easy and accurate address verification and geocoding using the Bing Map API. While the add on had good success and adoption with over 5000 downloads from our site, it has become difficult to support and keep up to date with the rapid evolution pace of the Dynamics 365/CE platform. We have made the difficult decision to retire the add-on.
We created an alternative solution: an XrmToolbox plugin to do bulk address verification and geocoding on any record type with address fields. We have been testing it for a few months in beta. This article describes how the plugin works. We have a plan to release the source code on GitHub in the near future.
Where to get the XrmToolbox Plugin
First, you must have the XrmToolbox installed. Once you have it open, go to Tools -> Plugin Store and search the plugin lists for “Bulk Address Verifier and Geocoder” and install the plugin
How it works
Prerequisite: You should have a Bing Map API key. If you don’t have any, you can generate one by following the instructions here. Keep in mind that free Bing Maps API keys come with usage restrictions (limited daily lookups and limited lookups per second).
- Enter your Bing Maps API Key
- Click on the “Retrieve Entities” button to load the entities drop down list
- Select the entity with addresses you’d like to validate and geocode
- Select the views that will return the accounts that you want to run the address verification and geocoding on
- Select the source and destination fields
- Note that Latitude, Longitude and Details are only displayed in the destination fields.
- Use the “Copy input to output” if you want to write the validated address in the same fields are the source.
- Click on Start Validation to run the address verification process. The Validation status text box will display the status of address verification on each record that is processed. If you select to have the verification details in the account (by using the Details output field), information about any failure will be inserted in that field.
Our paid version of the Address Verification for Dynamics 365 has been available in GA for a while. It is available for try for free on the product page. It’s got some nice features, such as an auto-complete widget, client or server-side verification, to go along with a very simple configuration experience. If you have any questions or would like to know more, you can reach out to firstname.lastname@example.org, we’ll be happy to respond to any question you might have.