Address Management

Scheduling and historizing of address changes

Address Management Address Management

Scheduling and historizing of address changes

Initial Situation

Microsoft Dynamics CRM enables the management of current addresses of accounts, contacts and leads.

Goal

The add-on allows the scheduling and maintaining history of addresses or moving of accounts and contacts.

Benefit

  • Communications about address changes that lie in the future can be processed today.
  • Maintain history of relocation or change of addresses of customers
  • Change addresses temporarily, e.g. redirect post during holiday absence.

Functionality

The add-on allows the scheduling of address changes using the standard entity “More Addresses”.
Once the “from” date entered in the screen is reached, the new address from “More addresses” is copied into the main screen of the company/contact by the add-on.
The previously active address is historicized under “More Addresses” with Date valid till = today.

Flexible configuration
  • Use of address blocks or address types                                                                                
  • Mapping of address types of companies/contact address with “More Addresses”                       
  • Periodicity of execution of the process (e.g. daily, hourly etc.)

Additional Information

No documents available

Always the adapted AddOn version!

The Software Assurance ensures smooth and trouble free running of the AddOns. Profit from always up-to-date technology updates, like new versions of Microsoft Dynamics 365, functional updates and patches.

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Prices

AddOn AddressManagement
Server license < 51 User 900 CHF
Server license < 101 User 1350 CHF
Server license < 201 User 1800 CHF

Annual Software Assurance is 18% of the license price

In case your CRM has a higher amount of users or you would like to receive an individual offer, please contact us directly.

Releases
Version 4.1.0
Date of publication 09.08.2010
Language * DE / EN

* Additional languages can be provided on request