Dynamics CRM:Configure Address Validation - Revision history

Admin at 23:16, 13 August 2019

2019-08-13T23:16:19Z

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 </ol>
 </ol>
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Admin at 22:30, 13 August 2019

2019-08-13T22:30:55Z

← Older revision		Revision as of 22:30, 13 August 2019
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	:[[File:Dynamics_Config_CountryLookup-Lookup.png\|frame\|none\|'''Country Lookup - Lookup''']]		:[[File:Dynamics_Config_CountryLookup-Lookup.png\|frame\|none\|'''Country Lookup - Lookup''']]
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	:[[File:Dynamics_Config_FrontEndAddress-AddWebResource.png\|frame\|none\|'''Front End Address Verification - Add Web Resource''']]		:[[File:Dynamics_Config_FrontEndAddress-AddWebResource.png\|frame\|none\|'''Front End Address Verification - Add Web Resource''']]

	<li>In the '''Web Resource Properties Custom Parameter''' field, indicate the name of the '''Address Field		<li>In the '''Web Resource Properties Custom Parameter''' field, indicate the name of the '''Address Field Configuration''' record created for this entity type and fields (from our prior example, the name was <code>account-address1-to-address2</code>. <u>Make sure the '''Restrict cross-frame scripting, where supported''' checkbox is unchecked.</u>
	Configuration''' record created for this entity type and fields (from our prior example, the name was <code>account-address1-to-address2</code>. <u>Make sure the '''Restrict cross-frame scripting, where supported''' checkbox is unchecked.</u>
	<li>In the Formatting Tab for the Web Resource, select the following options (recommended)</li>		<li>In the Formatting Tab for the Web Resource, select the following options (recommended)</li>

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	Only do this if you know what you are doing.		Only do this if you know what you are doing.
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	:[[File:Dynamics_Config_ExpressEntry-WebResource.png\|frame\|none\|'''Express Entry Configuration - Web Resource''']]		:[[File:Dynamics_Config_ExpressEntry-WebResource.png\|frame\|none\|'''Express Entry Configuration - Web Resource''']]

	<li>In the '''Web Resource Properties Custom Parameter'' field, indicate the name of the <code>Address Field Configuration</code> record created for this entity type and fields (from our prior example, the name was <code>account1-sample</code>. Make sure the '''Restrict cross-frame scripting, where supported''' checkbox is unchecked.</li>		<li>In the '''Web Resource Properties Custom Parameter''' field, indicate the name of the <code>Address Field Configuration</code> record created for this entity type and fields (from our prior example, the name was <code>account1-sample</code>. Make sure the '''Restrict cross-frame scripting, where supported''' checkbox is unchecked.</li>
	<li>In the Formatting Tab for the Web Resource, select the following options (recommended)</li>		<li>In the Formatting Tab for the Web Resource, select the following options (recommended)</li>
	<ol style="list-style-type:lower-alpha">		<ol style="list-style-type:lower-alpha">
	<li>'''Number of Rows''': 10.</li>		<li>'''Number of Rows''': 10.</li>
	</ol>		</ol>
			</ol>

	[[Category:Clean Suite for CRM:Dynamics]]		[[Category:Clean Suite for CRM:Dynamics]]

Admin at 22:24, 13 August 2019

2019-08-13T22:24:23Z

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 ::::*If the country source is a lookup field, then the destination can be either a lookup or a text field.
 ::::*If the country source is a text field, then the destination must be a text field.</span>
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Admin at 23:33, 12 August 2019

2019-08-12T23:33:47Z

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-{{DynamicsIntroNav
+{{DynamicsIntroNav}}
 {{CustomTOC}}
-==Configure Address Verification API==
+==Configure Address Validation for CRM Entities==
-<ol>
+Address Validation for Dynamics 365 can be configured to validate addresses on any entity in Dynamics
-<li>In the navigation bar, go to '''''Address Validation → Verification API Configuration'''''</li>
+/CRM that contains address fields.
-[[File:Dynamics_Config_LicenseKey.png|frame|none|'''Service License Key''']]
+To demonstrate how to setup and perform an address validation we'll use a configuration for the Account entity:
-<li>Finally, set the value of the "'''Is Valid'''" field to <code>Yes</code> and click "'''Save'''". This will automatically try to validate an address in the background to make sure it works. If the API Key is wrong, you will get an error message and the value will be set back to <code>No</code>.</li>
+===Creating Sample Configuration Records for Account Entity===
 </ol>
 [[Category:Clean Suite for CRM:Dynamics]]

Admin at 22:17, 12 August 2019

2019-08-12T22:17:40Z

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	{{CustomTOC}}		{{CustomTOC}}

Admin: Admin moved page Dynamics CRM:Configure Address Verification to Dynamics CRM:Configure Address Validation without leaving a redirect

2019-08-12T22:16:28Z

Admin moved page Dynamics CRM:Configure Address Verification to Dynamics CRM:Configure Address Validation without leaving a redirect

← Older revision	Revision as of 22:16, 12 August 2019
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Admin: Created page with "{{DynamicsIntroNav}} {{CustomTOC}} ==Configure Address Verification API==

In the navigation bar, go to '''''Address Validation → Verification API Configuration'''..."

2019-08-09T23:00:50Z

Created page with "{{DynamicsIntroNav}} {{CustomTOC}} ==Configure Address Verification API== <ol> <li>In the navigation bar, go to '''''Address Validation → Verification API Configuration'''..."

New page

{{DynamicsIntroNav}}

{{CustomTOC}}

==Configure Address Verification API==
<ol>
<li>In the navigation bar, go to '''''Address Validation → Verification API Configuration'''''</li>
<li>Create a new record and enter the information as per your configuration</li>
<li>Select a "'''Validation Service Type'''" (Melissa Data) and enter your corresponding API Key in the "'''Service License Key'''" field</li>

[[File:Dynamics_Config_LicenseKey.png|frame|none|'''Service License Key''']]

<li>Finally, set the value of the "'''Is Valid'''" field to <code>Yes</code> and click "'''Save'''". This will automatically try to validate an address in the background to make sure it works. If the API Key is wrong, you will get an error message and the value will be set back to <code>No</code>.</li>
</ol>

[[Category:Clean Suite for CRM:Dynamics]]