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Address Management Capbilities / Tools

Posted on by 35

Hi Everyone,

We have recently implemented a D365 based managed solution from a supplier in the UK. One of the key functions of this solution revolves around address data, that is, a sales value cannot be calculated without the correct address. Unfortunately our address data was less than stellar to begin with (it wasn't required to be for our previous system and we didn't understand how vital it is for this one until go-live) and the supplier has also created thousands of new addresses based on addresses connected to Contacts.

We are now being told that it isn't possible for us to delete, merge or otherwise remove extraneous addresses from our D365 instance, which means that a bad situation isn't ever going to get better.

Does anyone know of any tools or techniques we can use to improve the quality of address data other than to delete the content of the address records and (possibly) hide them (or mark as 'Do Not Use')? It seems very strange that Microsoft would take the approach we have been told they have.

Thanks!

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Address Management Capbilities / Tools

    Hi Partner,

    Unfortunately we could not delete address record from address entity in D365, we could only delete the contact record and then the related address record will be deleted automatically, it is by design.

    If you want to mark address as "Do Not Use", you could create a new field on the address form and fill in the value. So when you choosing address records from look up field, you could add this new field to address lookup view and so that you will filter out the useless addresses.

    If my understanding is not correct, please feel free to let me know.

    Regards,

    Leo

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