Geocoding an Address

Geocoding is the process of assigning latitude and longitude coordinates to an address. If your Microsoft Dynamics CRM administrator has configured the optional Spectrumâ„¢ Technology Platform geocoding feature, addresses are automatically geocoded as part of the address validation process.

  1. While editing a record or creating a new one, enter the address into the address fields.

    To see if an address is already validated, check the value in the Validation Status field:

    Cleansed The address has been validated.
    Uncleansed Address validation was attempted but the address could not be validated.
    empty If the field is empty, 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.
  2. 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.

  3. 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.