Integrating with Microsoft Dynamics CRM

To integrate Spectrum™ Technology Platform with Microsoft Dynamics CRM, you need to install supporting databases and dataflows on the Spectrum™ Technology Platform server, and deploy the Spectrum™ Technology Platform solution on your Microsoft Dynamics CRM server. 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.

Note: End users who use Internet Explorer must use Internet Explorer 10 or 11. Older versions of Internet Explorer are not supported. All versions of Chrome and Firefox are supported.

Before you begin, confirm that you are using a compatible version of Microsoft Dynamics. The following versions are supported:

  1. 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 the following 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.
  2. Import the Microsoft Dynamics CRM Module dataflows into your Spectrum™ Technology Platform server.
    1. On the Spectrum™ Technology Platform server, open this folder:
      SpectrumFolder\server\modules\dataflows\mscrm
      Note: This folder is only available if you have installed the Microsoft Dynamics CRM Module.
    2. Review the following table then copy the applicable dataflow files to:

      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.df

      Universal Addressing Module without Loqate

      ValidateAddresswithCandidates_UAM.df

      Universal Addressing Module without Loqate
      Enterprise Geocoding Module

      ValidateAddressWithCandidates_UAM_EGM.df

      Universal Addressing Module with Loqate

      ValidateAddressWithCandidates_UAM_Loqate.df

      Universal Addressing Module with Loqate
      Enterprise Geocoding Module

      BatchAddressValidate.df
      ValidateAddressAndGenerateMatchKey.df
      ValidateAddressWithCandidates_UAM_Loqate_EGM.df

      Universal Addressing Module, Loqate only

      ValidateAddressWithCandidates_Loqate.df

      Universal Addressing Module, Loqate only
      Enterprise Geocoding Module

      ValidateAddressWithCandidates_Loqate_EGM.df

      Enterprise Geocoding Module

      GeocodeUSAddressWithCandidates.df
  3. Import the Microsoft Dynamics CRM Module into your Microsoft Dynamics CRM system.
    1. In the Spectrum™ Technology Platform installation package, browse to this folder:

      MS CRM Objects\Proxy

    2. Copy the file netProxy.aspx to the following folder on you Microsoft Dynamics CRM server:

      MicrosoftDynamicsCRMInstallation\CRMWeb

    3. Copy the file netProxy.dll to the following folder on you Microsoft Dynamics CRM server:

      MicrosoftDynamicsCRMInstallation\CRMWeb\Bin

    4. Log in to Microsoft Dynamics CRM as an administrator.
    5. Click Microsoft Dynamics CRM then click Settings.
    6. Click Solutions.
    7. Click Import.
    8. Browse to the Spectrum™ Technology Platform installation package and select the following file:

      MS CRM Objects\mscrm\PBMSDynamicsCRMConnector_4_0_0_managed.zip

    9. Click Next then Publish All Customizations.
    10. Restart the Microsoft Dynamics CRM server.
  4. Define the connection between Microsoft Dynamics CRM and the Spectrum™ Technology Platform server.
    1. Log in to Microsoft Dynamics CRM as an administrator.
    2. Click Microsoft Dynamics CRM > Settings.
    3. Click Settings > Pitney Bowes. You will have to scroll to the right to find the Pitney Bowes link.
    4. Click Administration.
    5. Click New.
    6. In the Name field, enter PB.
    7. In the Server Name field, enter the server name or IP address of the Spectrum™ Technology Platform server.
    8. In the Port field, enter the port used by the Spectrum™ Technology Platform server for HTTP communication. By default the port is 8080.
    9. In the Account ID field, enter the Spectrum™ Technology Platform user name.
    10. In the Password field, enter the password for the Spectrum™ Technology Platform user.
    11. Click Save

The Microsoft Dynamics CRM system now has access to address validation and, optionally, geocoding services on the Spectrum™ Technology Platform server.