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Microsoft Dynamics 365 Integration| Documentation

Integrate Address Validation on Dynamics 365

Dynamics 365 Browser Extension Demo-screenshot

Features

  • Adds UK Address Finder to contact creation and editing
info

If you need support, you can either reach out to us on our support page or drop by our developer chat page.

Screenshots

Address Autocompletion on the Dynamics 365-screenshot

Installation

This integration uses the Ideal Postcodes Extension which can be downloaded from the Chrome or Firefox Extensions marketplaces.

See our Browser Extension guide for more information.

Custom Fields

The Browser Extension also allows you to bind Address Finder to arbitrary sets of CRM properties defiend by you. To do this you will need to map an address field to a Custom Field Name using our JSON configuration editor.

For instance, the config below maps Address Validation for two sets of custom fields.

[
{
"line_1": "input[aria-label=\"Address: Street 1\"]",
"line_2": "input[aria-label=\"Address: Street 2\"]",
"post_town": "input[aria-label=\"Address: City\"]",
"postcode": "input[aria-label=\"Address: ZIP/Postal Code\"]",
"country": "input[aria-label=\"Address: Country/Region\"]",
"county": "input[aria-label=\"Address: State/Province\"]"
},
{
"line_1": "input[aria-label=\"Line One\"]",
"line_2": "input[aria-label=\"Line Two\"]",
"post_town": "input[aria-label=\"City\"]",
"postcode": "input[aria-label=\"Postcode\"]",
"county": "input[aria-label=\"Address 1: State/Province\"]"
},
]

The first set of Custom Fields configures address validation for input fields labeled Address: Street 1, Address: Street 2 and Address: City and so on. The Address Finder will bind the field labelled Address: Street 1 and populate the other fields defined in the Custom Field set.

The complete list of address fields (e.g. line_1, post_town, postcode) is available in our data documentation.

Supported Forms

Support URL Paths:

All paths are supported but limited by address Selectors

Address Field Selectors (Supported Fields)

Contacts

{
line_1: 'input[aria-label="Address 1: Street 1"]',
line_2: 'input[aria-label="Address 1: Street 2"]',
line_3: 'input[aria-label="Address 1: Street 3"]',
post_town: 'input[aria-label="Address 1: City"]',
postcode: 'input[aria-label="Address 1: ZIP/Postal Code"]',
country: 'input[aria-label="Address 1: Country/Region"]',
county: 'input[aria-label="Address 1: State/Province"]',
}

New contact

{
line_1: 'input[aria-label="Street 1"]',
line_2: 'input[aria-label="Street 2"]',
line_3: 'input[aria-label="Street 3"]',
post_town: 'input[aria-label="City"]',
postcode: 'input[aria-label="ZIP/Postal Code"]',
country: 'input[aria-label="Country/Region"]',
county: 'input[aria-label="State/Province"]',
}