DQ Address Capture - Install Guide

What is DQ Address Capture?

DQ Address Capture allows users to lookup addresses in real time during data capture to avoid data entry mistakes and ensure accurate addressing information.  

Installation Guide

Note: The Base solution contains all the custom tables and Environment variables used by the DQ for Dynamics™ Capture & Cleanse tools and must be installed first.

Solution Install

2. Head over to the Power Apps Maker Portal

3. Select the Environment into which you will install the DQ Capture tool.

4. Now that you are in your desired environment, swap to the Solutions tab, and click the Import Solution button.

5. This will open up the Solution Import Wizard, and prompt you to select a ZIP file (Which you downloaded during step 1).

Note: The DQ for Dynamics - Base must be installed first.

6. Once you have selected the ZIP file you will be taken through the install wizard

7. The Next step of the Install wizard is the Environment Variable config, all of this can be edited later, so just click Import.

8. You will now see a notification at the top letting you know the status of the import

Once this has turned green you can repeat steps 5,6, and 7 for the DQ Address Capture solution.

9. If you now open the CRM you will now see that a new Model Driven app has been added.

From within this app you can edit all of the environment variables that you saw during the solution import on step 7

Form Setup Guide

This part of the guide will show you how to put the DQ Address Capture tool onto a form.

Note: for the guide, we will use the Account Table and the default Account form, the steps are the same for any table and form, so please use whichever table and form is appropriate for your CRM.

1. Open the Tables tab and then open the Account Table

2. Open the Forms section

3. Edit the Account form

4. Select the Field you want the control to appear on. For this example, we will use the Address 1: Name field.

5. Please see the Control Properties section of this guide for descriptions of what each property is for.

6. Repeat steps 4 and 5 for all fields on the form that you want the control to appear on.

7. Click Save and publish

8. The control will now appear on the Form in the CRM.

Note: it may take a few page refreshes for it to show up.

Control Properties

Address Line 1

The field to populate with the Address Line 1.

Address Line 2

The field to populate with the Address Line 2.

Address Line 3

The field to populate with the Address Line 3.

City

The field to populate with the City.

State / Province

The field to populate with the State / Province.

County / District

The field to populate with the County / District.

Postal Code

The field to populate with the ZIP / Postal Code.

Country

The field to populate with the Country.

Note: We support the following field types:

• String
• Option Set - Please see the Country Mapping section of this guide to set this up.
• Lookup - Please see the Country Mapping section of this guide to set this up. 

Latitude

The field to populate with the Latitude.

Longitude

The field to populate with the Longitude.

Default Country

The default country to display when the record does not have a country populated.

Note: This value must be an ISO2 country code. I.E. gb

Here is a Wikipedia article with all the available ISO2 Codes: Wikipedia Article

Preferred Countries

A list of preferred countries to display at the top of the list. 

Note: Must be a comma-separated list of ISO2 country codes. I.E. gb,us,fr,es

Here is a Wikipedia article with all the available ISO2 Codes: Wikipedia Article

Minimum Input Characters

The minimum number of characters required before displaying search results.

Maximum Results

The maximum number of search results to display.

Country Mapping Guide

Note: This section of the guide is only applicable if you are using an OptionSet or a Lookup for your countries, if you are using the out-of-box text country field you can skip this part of the guide.

1. Open the DQ for Dynamics Cleanse Configuration app.

2. From the left-hand menu, open the Country Mappings table and create a New row

3. There are 4 fields on this table

• Country Label - The Value displayed on screen to an end user. 
  • For a Picklist this will be the label, For a Lookup this will be the record name.
• Country Value - The Country Value recognised by the system.
  • For a Picklist this will be the numerical value of the option, For a Lookup this will be the record GUID.
• ISO2 - The ISO 3166-1 alpha-2 code for the country you are mapping.
  • Here is a Wikipedia article with all the available ISO2 Codes: Wikipedia Article
• ISO3 - The ISO 3166-1 alpha-3 code for the country you are mapping.
  • Here is a Wikipedia article with all the available ISO3 Codes: Wikipedia Article

So an example OptionSet record would look like this: