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Loqate for Microsoft Dynamics 365

This guide is to help you install the Microsoft Dynamics 365 Plugin for Loqate. This solution is compatible with the UUI. It enables you to add address lookup across multiple countries, email validation and/or phone validation. 


Pre-Requisites

Before installation and configuration, the following is required: 


Installing the plugin in your D365 environment

A power user with enough privileges must complete the following tasks:

1. Place the downloaded Microsoft Dynamics 365 Loqate Plugin package (.zip) into a folder on your machine
2. Log onto your D365 environment
3. Click on Sales Hub App and open Power Apps

Power Apps

4. Ensure that you have selected the correct environment

Environments

5. Select Solutions from the menu

Solutions

6. Select the Import button, and browse to the downloaded package

Import

 

Successful import

9. The package will now appear in the list of available solutions

Available solutions



Configuring the components


Address lookup

Note: Use 'classic' view for all configuration of the PCF components.

1. Open the form you wish to add the address lookup to and select the field that will be the address input field. You may decide to use an existing field or add a new field. 

Address field

2. Once the field is selected, click "change properties"
3. Click "Controls", and then "Add Control".

Field properties

4. Select Address Lookup Control, and then click "Add"

Add Control

 

Please complete the following fields:

  • Select the Service Name: Capture
  • API Key - this is your Loqate API Key. Bind it to a static value
  • Country codes: a comma-separated list of ISO2 country codes, e.g. GB, DE, AU, NZ, US. The first one will be the default country for the address lookup.
  • Source of Truth for AU - N/A
  • Source of Truth for NZ - N/A
  • Name - will automatically bind to the address name field. It is the input and cannot be changed.
  • Country - this is the country output mapping field. Map it to the country field address1_country (SingleLine.Text)
  • Line 1 - map this to address1_line1 (SingleLine.Text)
  • City - map this to address1_city (SingleLine.Text)
  • State/Territory - map this to address1_stateorprovince (SingleLine.Text)
  • Postcode - map this to address1_postalcode (SingleLine.Text)
  • Latitude - address1_Latitude
  • Longitude - address1_Longitude
  • Validation Flag - to map this, you must first create a custom field
  • Validation time stamp - to map this, you must first create a custom field
  • Endpoint - N/A
  • Select which devices the change will apply
  • Click OK, Save and then publish the changes

The changes are now live.

 

Email Validation

Note: Use 'classic' view for all configuration of the PCF components.

1. Open the form you wish to add the email validation to and select the field that will be the email input field. You may decide to use an existing field or add a new field.
2. Once the field is selected, click "change properties"
3. Click "Controls", and then "Add Control"
4. Select "Email Validation Control", and then click "Add"

Please enter the following details:

  • Select the Service Name: Loqate
  • API Key - this is your Loqate API Key
  • Email - will be automatically defaulted to emailaddress1
  • Loqate Level - this sets the minimum level for the email to be determined as Valid, or Green traffic light
  • Validation Flag, Validation Timestamp - a new field must be created for these to be mapped
  • Select which devices the change will apply to, by modifying the field properties
  • Click on OK
  • Click on SAVE
  • Click on Publish

The changes are now live.

When the user tabs out of the field (the field loses focus), the check will occur. The user can see the result by clicking on the traffic light.

 

Phone Validation

Note: All configuration for PCF components must be done using 'classic' view.

1. Open the form you wish the add the phone validation to and select the field that will be the phone input field. You may decide to use an existing field or add a new field. 
2. Once the field is selected, click "change properties"
3. Click "Controls", and then "Add Control"
4. Select "Phone Validation Control", and then click "Add"

Enter the following details:

  • Select the Service Name: Loqate
  • API Key - this is your Loqate API Key
  • Phone - will be automatically defaulted to telephone1
  • Country Codes - a comma-separated list of preferred ISO2 country codes for phone validation e.g. UK, US, DE, AU, NZ
  • Validation Flag, Validation Timestamp - a new field must be created for these to be mapped
  • Select which devices the change will apply to, by modifying the field properties
  • Click on OK
  • Click on SAVE
  • Click on Publish

The changes are now live.

When the user tabs out of the field (the field loses focus), the check will occur.

 

If you need help with this configuration or have any questions, please contact our support team.

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