To get started with our solution for Microsoft Dynamics 365 and Power Platform the basic steps you will need to take are:

  1. Understand how our code components work for address, email and phone validation.
  2. Check the prerequisites for what you need before you start.
  3. Follow the 2 steps of the install instructions, making sure you assign a security role.
  4. Configure your address, email and/or phone validation products with an authentication token and other settings. If you don't already have a token you could request a free trial.
  5. Use the pre-configured address mappings shipped with the solution for the standard tables or customize your address mappings if required. Note that email and phone mappings aren't required out of the box unless you need to utilize our additional email or phone data.
  6. Configure your model-driven app forms with the required library and field controls, or if you're using Power Pages, refer to our dedicated section on configuring forms for external-facing websites and portals.