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Dynamics 365 Community / Blogs / TheMarkChristie / Dynamics 365 CRM Using the ...

Dynamics 365 CRM Using the Address Entity

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TheMarkChristie Profile Picture TheMarkChristie 10,328 Moderator

In Dynamics 365 CRM sometimes there is a requirement to hold multiple addresses against an Account/Contact/Etc

I would recommend using the address entity for this, Some people may miss this as it is not on the navigation bar as standard so here is a quick once over on how to add and use it

1) Open your solution and edit the Account form, Select Navigation and then double click addresses - Then "Save & Publish"

2016_2D00_09_2D00_24-10_5F00_12_5F00_24_2D00_Store.png

2) Back to your account record and open the navigation menu and select addresses

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3) Select Add Address

2016_2D00_09_2D00_24-10_5F00_18_5F00_20.png

4) Complete the information as requested

2016_2D00_09_2D00_24-10_5F00_20_5F00_10.png

5) You can now have multiple addresses against that Account with Address Types.

2016_2D00_09_2D00_24-10_5F00_21_5F00_58.png

6) As you are using system functionality you can pull this information into Quotes / Cases

2016_2D00_09_2D00_24-10_5F00_24_5F00_56.png

Comments

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  • SharjeelB Profile Picture SharjeelB 105
    Posted at

    @TheMarkChristie Any update on getting to add connections between Contact and Addresses? I'd like to connect my contacts based on Addresses

  • TheMarkChristie Profile Picture TheMarkChristie 10,328 Moderator
    Posted at

    There is no easy way to connect a contact to an address record - I will look into this in more detail for you

  • Community Member Profile Picture Community Member
    Posted at

    Can I connect a Contact to an Address? I need to connect Contacts to specific locations of my Client Account.

  • TheMarkChristie Profile Picture TheMarkChristie 10,328 Moderator
    Posted at

    Previously when I have had this requirement I have just used a SSIS Package or Sribe.

  • pandeysuyash Profile Picture pandeysuyash 59
    Posted at

    Hello Mark,

    Nice article. Thanks for the info. I have a question though. I wanted to create multiple addresses for my client. Apparently, there is a need to synchronize 'more addresses' to other CRM tenants(on-premise). There is already a plugins that synchronizes accounts and contacts to all CRM Tenants. Is it possible to also synchronize the addresses using the same plug-in or do we need to create a new plug-in ?

    Thanks in advance.

    Kind Regards,

    Suyash