Geocoding is the process of assigning latitude and longitude coordinates
to an address. If your Microsoft Dynamics CRM administrator has
configured the optional Spectrum™ Technology Platform geocoding feature, addresses
are automatically geocoded as part of the address validation process.
-
While editing a record or creating a new one, enter the address into the
address fields.
If you are editing a record, you can see if the address is already validated
by looking at the
Validation Status field. It
contains one of these values:
- Cleansed
- The address has been validated.
- Uncleansed
- Address validation was attempted but the address could not be
validated.
- blank
- If the field is blank, address validation has not been
attempted.
Note: Address validation is not available when you create a record using the
Create shortcut at the top of the Microsoft Dynamics
CRM window. To validate
the address of a new record, create the record using the
New button.
-
Click Done.
Important: You must click the Done button in
order for address validation to occur. If you click away from the address
fields pop-up window the address will not be validated.
The validated version of your address is shown, including any corrections
that the address validation service made. If there are multiple addresses
that matched the address information you entered, each matching addresses is
shown.
-
Double-click the address that you want to add to the record. If you do not want
to accept any of the validated addresses, click
Cancel.
The Latitude and Longitude fields
contain the coordinates of the address.