Adress Management in Dynamics 365 Sales is now easier and more efficient with address suggestions and Bing Maps integration. These features help streamline data entry, improve accuracy, and provide real-time location visibility. In this guide, we’ll walk through the steps to enable and use these tools effectively within your Dynamics 365 environment.
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📺Don’t have time to read the full blog? Watch the video below for a step-by-step walkthrough on how to enable and use address suggestions & Bing Maps in Dynamics 365 Sales
Why Improve Address Management with Address Suggestions and Bing Maps?
Traditionally, entering an address in Dynamics 365 required filling out multiple fields—street, city, state, and postal code—manually. However, with a few simple updates, you can now enable autofill features and integrate Bing Maps directly into your CRM. This not only improves efficiency but also ensures addresses are consistent and accurate across all records. Better address management keeps your sales and service teams organized and helps prevent data errors.
How to Enable Address Management Features
Step 1: Turn On Bing Maps for Better Address Management
To get started, the first step is to enable Bing Maps in Dynamics 365. This will allow you to visualize addresses and access location-based insights directly within your CRM.
Here’s how you can enable Bing Maps in Dynamics 365:
- First, open the Power Platform Environment Settings app.
- Next, go to Administration > System > General.
- Then, locate the Enable Bing Maps option and switch it to ‘Yes.’
- Finally, click Save to confirm and apply the changes.
Step 2: Enable Address Suggestions for Faster Data Entry
Once Bing Maps is activated, the next step is to enable address suggestions. This feature speeds up data entry and reduces the chance of errors.
To do this:
- Open Sales Hub.
- Navigate to App Settings > General Settings > Productivity Tools.
- Locate Enable Address Suggestions (fourth item in the list) and toggle it to “Yes.”
- Click Save to confirm the update.
Step 3: Refresh Dynamics 365 to Apply the Changes
Now that both features are enabled, it’s important to refresh your browser to ensure the updates take effect. Simply reload Dynamics 365, and you’ll be ready to start using the new address management tools.
Using Address Management Features in Dynamics 365
Viewing Address Information on an Account Record
Once the features are enabled, you can begin leveraging them immediately. Here’s how:
- Open an account record (e.g., “Adatum”).
- The form now includes an address control and a Bing Maps visualization.
- Click the pencil icon to edit the address.
- The integrated map allows users to view the location and get directions via Microsoft Bing.
Creating a New Account with Address Auto-Suggestions
Adding a new account is now more efficient, thanks to address auto-suggestions. Follow these steps:
- Click New Account and start typing an address.
- The system will suggest real-time address options based on your location.
- Select the correct address from the dropdown.
- Bing Maps will display the location for verification.
- Save the record to apply the new address format.
Customizing Address Fields for Better Address Management
If you want to remove the old address fields and use the new address control, follow these simple steps:
- Open make.powerapps.com and go to the Account Form Editor.
- Find the old address fields and check the Hide option.
- Save and publish your changes.
- Refresh the Sales Hub to see the updated layout.
By making these updates, you ensure that only the new, streamlined address control and Bing Maps integration appear on account records. This makes address management easier and more intuitive for users.
Expanding Address Management Features to Other Forms
Address auto-suggestions don’t have to be limited to accounts. You can also enable them for:
- Leads
- Contacts
- Quick Create Forms
- Secondary Address Fields
However, adding auto-suggestions to Quick Create Forms and additional address fields requires a different setup. Be sure to check out our linked resources for more details on implementing these features.
Final Thoughts on Address Management in Dynamics 365
Improving address management in Dynamics 365 can significantly enhance data accuracy, reduce manual entry time, and provide better geographic insights. By enabling address suggestions and Bing Maps, your CRM processes become smoother, and your sales teams can quickly find and verify address information.
Start using these features today to optimize your CRM workflows! If you have any questions or need support, feel free to reach out, leave a comment, or subscribe for updates.
Expanding Address Management Features to Other Forms
You can also apply the address auto-suggestions feature to:
- Leads
- Contacts
- Quick Create Forms
- Secondary Address Fields
However, adding auto-suggestions to Quick Create Forms and additional address fields requires a different setup. Check out our linked resources for more details on implementing these features.
Final thoughts on address management in Dynamics 365
Improving address management in Dynamics 365 can significantly enhance data accuracy, reduce manual entry time, and provide better geographic insights. These updates make CRM processes smoother and help sales teams quickly find and verify address information.
Start using these features today to optimize your CRM workflows! If you have any questions or need support, feel free to reach out, leave a comment, or subscribe for updates.
About enCloud9
At enCloud9, we specialize in helping businesses get the most out of Microsoft Dynamics 365 with expert consulting, implementation, and support services. Whether you’re looking to streamline CRM processes, optimize user settings, or enhance automation, our team is here to help.
With years of experience in Microsoft Dynamics 365, we provide tailored solutions that drive efficiency and business growth. From system configuration to AI-powered insights, we make sure your CRM works smarter—so you don’t have to work harder.
Let’s optimize your Dynamics 365 experience together! Contact us today to learn how enCloud9 can help your business succeed.
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