# Microsoft Dynamics 365 Integration Guide

# Integration with Microsoft Dynamics 365 address forms made simple

A step-by-step guide to integration with Microsoft Dynamics 365 address forms.

# Preparation

# Download

Download our Microsoft Dynamics 365 plugin from the plugins page.

We offer a plugin for Microsoft Dynamics 365 which contains the following products:

  • Address Auto-Complete (global address lookup for over 240 countries)
  • Postcode Lookup (UK only)
  • Phone Validation (global)
  • Email Validation
  • Bank Validation (UK only)

The plugin is free to download.

# Sign Up

Next, you need to sign up for a Fetchify account.

When you sign up, you will receive an access token by email. There is no obligation to buy anything and you automatically get 100 trial lookups. If you need more lookups to test the integration, please get in touch (support@fetchify.com) and we will try to accommodate you.

# Installation

# Step 1

Unzip the freshly downloaded Fetchify-D365-x.x.x.zip file.

# Step 2

Import our solution into your environment by uploading the Fetchify_x_x_x.zip file.

# Configuration

# Step 1

TIP

'Classic View' must be used to add our products

Select a form within the Contact entity.

# Step 2

Choose a field you would like to add our products to, e.g. ZIP/Postal Code. Then, double-click the field to open Field Properties, go to the Controls tab, and then click Add Control.

# Step 3

Scroll down the list and select one of our controls, e.g. Fetchify: UK Postcode Lookup.

# Step 4

Once you have selected one of our controls, you'll need to bind your access token to the Fetchify Api Key property. Depending on the control, you may also need to bind properties relating to form fields, e.g. Address Line 1, to their respective field.

# Step 5

Save and publish your changes.

# Customisation (Optional)

Our controls have configuration options that you can use to customise the look and feel of the product. To find these options, open the Field Properties window for a field you have added our control to by double-clicking the form field. Then, go to the Controls tab and select our control.

# Upgrading

# Step 1

Go to your solutions and click on the Switch to classic button.

# Step 2

Click on the Import button and upload the latest version of our solution.

# Step 3

In the Import Options section, ensure 'Update' and 'Overwrite customizations' have been selected. You can then click the Import button to upgrade the solution.

# FAQ

# Test

Before you go live, test the integration to make sure it is working properly.

The following free postcodes are available for testing:

  • Address Auto-Complete: SL6 1QZ
  • Postcode Lookup: AA1 1AA, AA1 1AB, AA1 1AD and AA1 1AE

If you need assistance, drop us an email on support@fetchify.com – we will help!

# Go Live

Once your trial lookups run out, you will need to decide on the best purchasing option based on the volume of usage you expect on your site. If you would like us to advise you then please get in touch.

# Questions

  • Do you offer support? Yes, we do offer support during normal business hours in the UK. If you run into any issues, let us know and we will be happy to help.
  • Is this free? The extension is free to download and try, but to use it on a live site you will need a paid account with us.
  • Do I need to sign up for an account to try it? Yes, you’ll need a trial account, at least. You can easily sign up for a free trial account.
Last Updated: 12/23/2020, 12:47:35 PM