Microsoft D365 uses the Autocomplete search type of the Experian Address Validation API. Our Autocomplete search type is designed to provide accurate suggestions in real-time, that continually update as the user types. The user should provide the address elements in the order that they would appear on an envelope.
As of November 2020, Microsoft has changed some terminology. Please note:
|Legacy term||Current term|
|Entity, entities||Table, tables|
|Field, fields. Attribute, attributes||Column, columns|
|Record, records||Row, rows|
|Option set, multi select option sets.Picklist, picklists||Choice, choices|
Sometimes during installation the EDQ library is not added automatically to the Event handlers in the Main Account form properties. You will need to do this manually. Since the library is not associated with the form it will not trigger any validation at all.
To manually add the EDQ library:
MSDCRM V3 supports all interfaces in MS Dynamics 365 i.e. unified interface, quick create forms and main/standard forms.
The Forms tab in the Configuration screen is the Experian solution will display any forms which are in use or available in your organisations MSD365 instance. You can select any of these forms to be activated with Experians solution.
Address Validation can be set on all forms containing one or more of the address fields (line1, line2, line3) or composite address.
Yes, address enrichment data, including geolocation data can now be enabled within the Microsoft Dynamics 365 integration, where you have this data included as part of the tokens applied.
Yes, multiple licenses are required. However, you can use a single token, associated with all the licenses that you have purchased. Ensure that you have discussed these needs with your Account Manager.
This is done through the configuration page within the Managed Solution you have installed. Within the Configuration page, you can input your token for Address Validation, Phone Validation and Email Validation and additionally you can activate a tick box for Enrichment data, including gelocation data.
Yes. This is possible for validation tracking fields which are either text or ate & time format, not option set. There may require some additional work from your Organsiations System Administrator for Microsoft Dynamics 365.
After installation you need to give the read access to all relevant custom roles for solution’s web resources and entities.
Yes. If the address you want does not appear in the dropdown, you can override the search and enter your own address. The Validation message will change to "Manual entry by user" and a new timestamp will appear.
TypeError: Cannot read properties of null (reading 'setValue').
This only occurs in version 4.0.131 of the Experian app where validation results (message or timestamp) fields have not been mapped onto the form being used.
Create and add the Validation Message and Validation Timestamp fields to the form where the issue occurs.
If you don't want to display these fields to your users, you can hide them form view.
The solution will remember the last country you selected and show that the next time you go to add an address.