Integrating with Microsoft Dynamics CRM
To integrate Spectrum™ Technology Platform with Microsoft Dynamics CRM , you must install the supporting databases and dataflows on the Spectrum™ Technology Platform server, and deploy the Spectrum™ Technology Platform solution on your Microsoft Dynamics CRM. Once you do this, users of Microsoft Dynamics CRM will have access to address validation, geocoding, and duplicate detection functionality from within Microsoft Dynamics CRM.
Before you begin, confirm that you are using a compatible version of Microsoft Dynamics. These versions are supported:
- Microsoft Dynamics CRM 2013
- Microsoft Dynamics CRM 2013 SP1
- Microsoft Dynamics 2015
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If you are using Spectrum™ Technology Platform for address validation or
geocoding, install the databases required to perform address validation and
geocoding and define database resources for each database.
Note: If you are using Spectrum™ Technology Platform for duplicate detection only, you can skip this step.
You must give the database resources these names:
Database Required Name for Database Resource Enterprise Geocoding Module - Canada Database IGEO_CAN Enterprise Geocoding Module - U.S. Database EGM_US Universal Addressing Module - Canada Database Canada Universal Addressing Module - Loqate Database Loqate Universal Addressing Module - U.S. Database UAM_US Note: You must install the Delivery Point Validation (DPV) data and the Residential Delivery Indicator (RDI) data in order to perform DPV and RDI processing on U.S. addresses. -
Import the Microsoft Dynamics CRM Module dataflows into your Spectrum™ Technology Platform server.
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On the Spectrum™ Technology Platform server, open this folder:
SpectrumFolder\server\modules\dataflows\mscrmNote: This folder is only available if you have installed the Microsoft Dynamics CRM Module.
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As mentioned in the table below, copy the applicable dataflow files to
the import folder:
SpectrumFolder\server\app\import
If you have installed this set of modules Copy these dataflow files to the import folder Advanced Matching Module GenerateMatchKey.df
GenerateMatchScore.df
GenerateSearchKey.Consonant.df
GenerateSearchKey.df
GenerateSearchKey.Metaphone.df
GenerateSearchKey.Substring.dfUniversal Addressing Module without Loqate
ValidateAddresswithCandidates_UAM.df Universal Addressing Module without Loqate
Enterprise Geocoding ModuleValidateAddressWithCandidates_UAM_EGM.df Universal Addressing Module with Loqate
ValidateAddressWithCandidates_UAM_Loqate.df Universal Addressing Module with Loqate
Enterprise Geocoding ModuleSugarCRMValidateAddressAndGenerateMatchKey.df
ValidateAddressWithCandidates_UAM_Loqate_EGM.df
Universal Addressing Module, Loqate only
ValidateAddressWithCandidates_Loqate.df Universal Addressing Module, Loqate only
Enterprise Geocoding ModuleValidateAddressWithCandidates_Loqate_EGM.df Enterprise Geocoding Module
GeocodeUSAddressWithCandidates.df
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On the Spectrum™ Technology Platform server, open this folder:
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Import the Microsoft Dynamics CRM Module into your Microsoft Dynamics CRM
system.
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In the Spectrum™ Technology Platform installation package, browse to
this folder:
MS CRM Objects\Proxy
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Copy the file netProxy.aspx to this folder on your
Microsoft Dynamics CRM server:
MicrosoftDynamicsCRMInstallation\CRMWeb
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Copy the file netProxy.dll to this folder on your
Microsoft Dynamics CRM server:
MicrosoftDynamicsCRMInstallation\CRMWeb\Bin
- Log in to Microsoft Dynamics CRM as an administrator.
- Click Microsoft Dynamics CRM then click Settings.
- Click Solutions.
- Click Import.
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Browse to the Spectrum™ Technology Platform installation package and
select the file:
MS CRM Objects\mscrm\PBMSDynamicsCRMConnector_4_0_0_managed.zip
- Click Next then Publish All Customizations.
- Restart the Microsoft Dynamics CRM server.
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In the Spectrum™ Technology Platform installation package, browse to
this folder:
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Define the connection between Microsoft Dynamics CRM and the Spectrum™ Technology Platform server.
- Log in to Microsoft Dynamics CRM as an administrator.
- Click Microsoft Dynamics CRM > Settings.
- Click Settings > Pitney Bowes. You will have to scroll to the right to find the Pitney Bowes link.
- Click Administration.
- Click New.
- In the Name field, enter PB.
- In the Server Name field, enter the server name or IP address of the Spectrum™ Technology Platform server.
- In the Port field, enter the port used by the Spectrum™ Technology Platform server for HTTP communication. By default the port is 8080.
- In the Account ID field, enter the Spectrum™ Technology Platform user name.
- In the Password field, enter the password for the Spectrum™ Technology Platform user.
- Click Save
The Microsoft Dynamics CRM system now has access to address validation and, optionally, geocoding services on the Spectrum™ Technology Platform server.