An Experian Account Manager will be in contact to create a license agreement with you or you can preview our terms and conditions. Alternatively contact Support.

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
Two Options Yes/No

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:

  1. Go to Settings
  2. Advanced Settings
  3. Customize the system
  4. Find your entity where you want the validation to work (i.e. f.ex. Account), then expand the entity properties and select Forms.
  5. Find the entity main form and click Form Properties.
  6. Check that the EDQ Javascript library has been added. Also check that an EDQ Event Handler function has been registered.The function should be AddAddressSearchInput.

Handler properties view

Please contact Support to talk about upgrades. If you have already contacted Support, follow our upgrade instructions.

If you have Experian MS Dynamics 365 V2 solution, you must remove this by uninstalling the managed solution.
If you have Experian MS Dynamics 365 V3 solution onwards, follow our upgrade instructions.

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. Tracking and reporting is currently available on client portal, based on the token used.

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.

There are several datasets available depending on whether you have just the address validation service or the additional enrichment validation (which are purchased separately for each country).

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.

  1. Click the arrow in the Main dashboard drop-down menu, click Settings to the far right, and then click Solutions under the Customization sub-menu.
    Main dashboard drop-down menu
  2. Click the Experian Data Quality for Microsoft Dynamics 365 display name in the All solutions window.
  3. Click Configuration in the left panel.
  1. Click the arrow in the Main dashboard drop-down menu.
  2. Click Settings to the far right
  3. Click Customizations under the Customization sub-menu.
    Main dashboard drop-down menu

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.

After validation of an address, email or phone number, a JavaScript error may occur.
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.

You can view the response status codes mapping and the timestamp responses in our User guides for address validation, email validation and phone validation.