Instegrating the Address Validation Extension

To integrate the Address Validation extension for Microsoft Dynamics 365 CRM, follow these steps:

  1. Click arrow beside the Sales menu.
  2. Click Pitney Bowes under Extensions.
  3. Click Administration.
  4. Click New.
  5. Complete the Service Configuration fields as follows:
    Name
    The name you want to give to this connection. The name can be anything you choose.
    Region
    The location of the Pitney Bowes server to use to process address validation requests. One of the following:
    US
    Select this option to use a server in the United States to validate addresses.
    Note: If you want to include DPV and RDI codes with validated U.S. addresses you must select US. If you do not, DPV and RDI codes will not be included with validated U.S. addresses.
    EMEA
    Select this option to use a server in the United Kingdom to validate addresses.
    APAC
    Select this option to use a server in Australia to validate addresses.
    Account ID
    Enter the Pitney Bowes account ID provided when you purchased the extension.
    Password
    Enter the password for the account ID.
    Address Validation
    Leave this box checked to enable address validation. If you clear this check box, address validation will be disabled. The box is checked by default.
  6. Click Save.
  7. Click Test Connection to verify that you can connect to the Pitney Bowes server.
  8. Go to Settings > Administration > System Settings. On the General tab, set the Use legacy form rendering option to Yes.