Dynamics CRM Update 1 Announces Address Search
Posted on: September 23, 2016 | By: Craig Thompson | Microsoft Dynamics CRM
With CRM Dynamics 2016 Update 1 you can now easily look up an address and ensure you have the correct location of a business. CRM’s integration with Bing Maps now allows for a lookup to a location by using the address flyout. Simply click in the Address location button and notice that an additional option for ‘Street 1’, ‘Street 2’, ‘City’, ‘State’, ‘Zip/Postal Code’, and ‘Country’ appear. Once you start typing in the address, CRM’s functionality will actively search for the address that you are trying to enter.
Notice in the image above that I have entered a street address in the ‘Street 1’ button, and once I hit tab on my Account form, CRM recognized the address and submitted a suggestion for a proper address. When you click on the suggested address, CRM will automatically fill in the rest including city, state, zip, and country without you having to do anything else.Once you save your New Account with your address inputted you can now use system settings to enable ‘Bing Maps’ to see the location of your new account. The map functionality comes out-of-the-box within CRM, you just need to enable the map for it to work correctly.
Enabling Your Bing Map
Once you save your New Account with your address inputted you can now use system settings to enable ‘Bing Maps’ to see the location of your new account. The map functionality comes out-of-the-box within CRM, you just need to enable the map for it to work correctly.
Navigate to the main ellipsis bar on the home page. Then, click Settings, Administration, System Settings. Once you are in the system settings, remain on the General Tab then scroll down to the ‘Enable Bing Maps’ section. The button for ‘No’ will be set by default. Click ‘Yes’ and then click ‘OK’, your Bing Maps button will be enabled, and you will now see the map on your new account screen with the specific location of the address you have entered.
For more information on Microsoft Dynamics CRM and how this update can benefit your business, contact Logan Consulting your Chicago based microsoft partners for a consultation.