Rapid Address Lookup for Dynamics 365

Preact’s Address Capture Solution uses the Loqate services, formerly known as PostcodeAnywhere.

For this demo it has been set up on the accounts entity, but this solution can be enabled on any entity that you would have address information on, and any form that you need it to sit in.

It is a simple solution.

At the address lookup field at the top, you can start typing a post code or any part of an address. Start typing a postcode like LA3, you will see that all the different postcodes beginning with LA3 come up. One postcode is LA3 1AB and it shows that there are 20 addresses associated to that postcode. Clicking into that will show all the residential addresses in that group.

You can then just pick one of those to populate the fields. It will fill in all the details. It will set the country ISO and the type as residential.

Alternatively, if you type in company address information, again like the postcode or the name of the road. Putting a business park postcode works too. You can see that there are 23 addresses with that postcode. You can then view and select the appropriate company, for example Preact.

Once you select the company then you’ll see it fills in all the field values. There is the company name and the type has been sent to commercial.

These fields are probably then referenced in views, charts, postcode territory solutions, and anything that requires the information.

This solution keeps your data clean, and it is just coming from you entering the postcode at the field at the top.

If you’re interested in this solution, please feel free to get into contact and we would be more than happy to help.