Data8 duplicare™ can standardize the formatting of the addresses on your records to improve your data quality, make searching for records and analysing your data more effective, and provide for fuzzy address matching in a Dedupe+ Rule.
Creating an Address Field
An Address Field record groups a set of attributes together that represent an address, e.g. Street 1 – 3, City, State/Province and Postal Code. The addresses in those fields are then automatically standardized as records are created or updated.
Go to Address Fields and click New to get started. Enter the name of the entity that holds the address information. This should be the logical name (e.g. “account”, “contact”) of the entity – a drop down list will appear as you type to help you out.
Enter the name of the attributes in the entity that hold the relevant parts of the address. Again, these should be the logical names of the attributes and a drop-down list will appear as you type to help. Once you enter the name of the attribute for Street 1, the others will be populated automatically although you can change them if necessary.
Many addresses will be entered without a country being specified, so use the Default Country Code field to specify the default country that should be assumed where one is not specified on the record. This should be entered as an ISO 2-character code, e.g. “US”, “GB” etc.
Finally, the “Standardize” option specifies what should happen with addresses entered into these fields. A machine-readable version of the address will be stored in additional fields in the background, but if you set this option to “Yes” a standardized version of the address will also be written back into the same fields it came from. With this turned on your users can enter addresses such as:
As soon as they save the record it is transformed into:
Once you have created the Address Field record and clicked Save, the status will change to “Initializing”. This may take a while as additional fields are set up automatically on the entity to hold the standardized version of the address. As soon as the record is saved, any new or changed addresses will be standardized. At the same time, the existing records will be extracted, standardized and re-imported into Dynamics 365 to get your historic records up to the same standard. Once this process is complete, the status will change to “Active”. At this point, it can be used for fuzzy address matching in a Dedupe+ Rule.
When the Address Field record is saved, 15 additional fields will be added to the entity. The display name of each one will be “Address 1 (Standardized)” (replacing Address 1 with the display name of the source fields). These are used to hold the various elements of the machine-readable version of the address and should not be referenced directly. They are automatically removed when the Address Field record is deleted.