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Microsoft Dynamics CRM

Once you have installed and configured our various solutions for Microsoft Dynamics CRM you can use the following additional features:

Company Information

On your main entity form, click the new "Get Company Information" button.

This will show the "Company Search" form to allow you to find the correct company to get the details for. By default the search form will be populated with the company name and postcode taken from your record, but you can change these on this form as required to help find companies that are registered under a different name or at a different address than the one you are trading with them as.

If you enter both comany name and postcode the search results will include all companies that match the entered name, with any that also match the postcode at the top of the list.

Once you have found the required company, select it from the list and click OK. The search form will then close and the "Get Company Information" button will be replaced on the main record form with an indicator showing the key credit information from the selected company.

This information should give your sales team the high-level information they require when communicating with a customer, but you can also follow the "View Details" link to get detailed financial, director, shareholder and other information.

To get updated information at any time, click the "Update Company Information" link.

If an incorrect company was accidentially selected from the "Company Search" form, click the "Remove" link to remove the link from the record to the company and show the "Get Company Information" button again to start the process again.

Postcode Lookup

Depending on whether you have selected the "Use PredictiveAddress" option in the configuration section, this solution can work in one of two ways:

With PredictiveAddress

Start typing the address in the first address line field. An auto-complete drop-down list will appear of matching addresses. If you can't see the address you require, keep typing more information until it appears. When you can see the address you want, select it from the list to fill out the other address fields.

To view suggestions from a different country, click the "Change Country" link in the bottom right of the drop down list and select the new country, then continue typing.

Without PredictiveAddress

Type the postcode into the postcode field, and leave the field by clicking or tabbing away.

If there is only one address on the postcode, the remaining fields will be filled in straight away. Otherwise, a popup box will appear with a list of all the addresses in the postcode. Select one from the list and the remaining fields will be filled in.

If you do not know the postcode, enter as much information as you do know, then enter "?" in the postcode field and click or tab away. If a single address can be identified based on your information it will be entered for you, otherwise the same popup box will be displayed as shown above containing a list of the possible options.

Validation

Enter a telephone number or email address into a field that has been configured for validation.

If the data is found to be invalid it will be flagged, and you will not be able to save the record until the error is corrected.

If the option to automatically format telephone numbers is enabled, once you have entered a telephone number and left the field by clicking or tabbing away, the number will be reformatted.

If the option to suggest email address corrections is enabled, once you have entered an email address and left the field you may see a popup message suggesting a change to the address. Click OK to change the email address to the suggested alteration, or Cancel to continue with the address you entered.