Loqate Harmony Documentation
  • GBG Loqate AU & NZ
  • Loqate Harmony API
    • Sign up for free trial
    • Login
    • API Specification
      • Authentication
      • Address
        • Address Validation & Lookup
        • Address by Geocode
        • Address Cleanse
        • Address Parse
        • Geocode Intl
      • Address Insights
        • Australian Insights
          • SEIFA Australia
          • ASGS Australia Statistical Geography Standard
          • Residential / Commercial
          • Deliverable address
      • Suburb Lookup
      • Business Validation and Lookup
      • Email Validation
      • Phone Validation
      • Matching
      • Moved Suppression
      • Deceased Suppression
      • Objects
        • Address Objects
        • Address Type Objects
        • Suburb Objects
        • Parse Objects
        • Email Objects
        • Phone Objects
        • Property Title Objects
        • Match Objects
        • Business Objects
      • Deprecated API services
        • Email Validation v1.1
        • Address v1
        • Address Cleanse v1
        • Address International
        • Address Combined
        • Address Types
    • Guides
      • Best Practices
        • Address Field Mappings
        • Finding an Address
      • User Derived Address
      • Expanded sub-premise reach
      • Parcel Locker Plus
      • Migrating to Address V2
      • Sign up/ Login
      • Support
      • Console
        • Getting your API keys
        • Getting Started
        • Add a Service
        • Dashboard
        • Subscriptions
          • Features
          • Users
          • Subscribed Plans
          • Allowlisting domains
          • Blocklist - Email Validation
        • Reports
        • Invoices
          • Paying Invoices
      • API Latency
    • Demos
      • How to use our demos
      • Address Validation Demo
      • Address by Geocode (Reverse Geocode) Demo
      • Address Cleanse Demo
      • Address Parse Demo
      • Business Validation Demo
      • Email Validation Demo
      • Phone Validation demo
    • Integrations
      • Client Libraries
        • Javascript Library v2.1.0
      • Adobe Commerce (Magento 2) Plugin
        • Magento2 User Guide
      • Woocommerce Plugin
        • Woocommerce Install Guide v2.0.0
        • Woocommerce Settings guide v2.0.0
      • Shopify Plus App
      • Gravity Forms
      • Voxco Survey Software
      • Salesforce CRM
      • Dynamics 365 CRM
      • Batch App - Lightweight
      • Deprecated Integrations
        • Harmony RightAddress c# example
        • Harmony RightAddress cURL example
        • Deprecated JS Library v2.0.1
        • Deprecated JQuery Library v1.8.1
    • Coverage
    • Address Exchange (Beta)
      • ADX Console
        • Searching Addresses in console
        • Create Address in console
        • Create Actions in console
      • ADX API Specification
        • Create Address
        • Get Address
        • Create Address Event
        • Edit Address Event
        • Create/Edit Address Attributes
        • Create/Edit Address Geopoint
        • Get Source Events
      • Reserved Attributes
    • GBG Status
  • Batch / Bulk Data Services
    • Serviced Batch
      • Bulk Address Cleanse
      • Email Serviced Batch
      • Phone Serviced Batch
      • Business Serviced Batch
  • Harmony Suite
    • Harmony Suite Overview
    • Release Notes
      • Version 3.0.0
        • New Features
        • Enhancements
        • Bug Fixes
        • Supported Platforms
    • User Guides
      • Version 3.0.0
        • Welcome to Harmony Suite
        • Glossary of terms
        • Upgrades
          • HSQL Upgrade
        • Email and Phone Validation
          • Prerequisites
          • Phone and Email PDP Configuration Setup
          • Phone Validation using Harmony Batch System
          • Phone Validation using Harmony WS
          • Email Validation using Harmony Batch
          • Email Validation using Harmony WS
          • Guides
            • Understanding Phone Data
            • Understanding Email Data
        • Business Lookup and Validation
          • Prerequisites
          • Business Lookup
          • Business Validation
            • Business Validation using Commercial Name Parser
            • Business Validation Configurations
            • Business Validation using Harmony Batch System
            • Business Validation using Harmony WS
          • Business data update guide
          • Guides
            • Understanding Business Data
            • Understanding Business Verification Code
            • Name Parse Ambiguity
        • Australia Post Parcel Locker Plus Lookup and Validation
          • Prerequisites
          • Australia Post Parcel Locker Plus Lookup
          • Australia Post Parcel Locker Plus Validation
            • PDP Configuration Setup
            • AupostValidation using Harmony Batch System
            • AupostValidation using Harmony WS
          • Guides
            • Knowledgebase Lexical Update
            • Understanding Australia Post Parcel Locker Plus Data
            • Interchangeable terms for Australia Post Parcel Lockers
        • Installation and Upgrade Reference Guide
        • Locate Reference Guide
        • Extensions Reference Guide
        • RealTime Reference Guide
        • Postmaster Reference Guide
        • Rapid Address ANZ Reference Guide
        • Post ANZ Reference Guide
        • Source of Truth Installation Reference Guide
        • Knowledgebase Configuration Reference Guide
        • Web Services Reference Guide
        • Management Console Reference Guide
        • Batch System Match Reference Guide
        • Batch System Cleanse Reference Guide
  • More from GBG
    • GBG GreenID
    • GBG Identity
    • GBG Fraud & Compliance
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On this page
  • Prerequisites
  • Installation File
  1. Loqate Harmony API
  2. Integrations

Dynamics 365 CRM

A faster, easier way to enter and verify addresses in Microsoft Dynamics 365.

PreviousSalesforce CRMNextBatch App - Lightweight

Last updated 1 year ago

A great CRM starts with great data. Loqate helps ensure accurate and complete address entry as you type in real-time on Microsoft Dynamics 365. Our plugin standardizes all global addresses upon entry in the CRM, even if you make a typo.

Prerequisites

  1. Have Dynamics 365 CRM platform installed.

  2. Have a active Loqate Harmony API Account. You can sign-up for .

  3. Download the installation guide for reference

Installation File

Download the plugin installation file below for installation

free trial here
667KB
GBG.Loqate.for.Dynamics.365.Plugin.Installation.Guide.pdf
pdf
571KB
LoqateDynamics365CRMSolution-v1.2.0.1.zip
archive