A customer that I was working recently commented on the way addresses are handled in Microsoft CRM 2011, and to be honest I’d never really thought of it as a problem.
The Issue in More Detail.
The requirement was really straight forward and after understanding what I was being told this made a lot of sense and made me think that this is the way CRM should actually work.
First off the customer needed the business address from the account to synchronise to all related contacts as a read-only business address on the contact form.
Secondly be able to create multiple addresses that only displayed one address block on the form that could be filtered via a business type drop down or pick list field, and had an address for Business, Home and Other.
Thirdly have the option to select a primary address on the contact i.e. one of the three addresses entered that would sync with the standard Address 1 fields in CRM so that when using mail merge on contacts you always got the primary address in the CRM Address 1 fields.
On the contact form we added the new 3 x Address Blocks
By changing the address selector the relevant information is displayed. You can also set the address to be the primary and this will copy the data to the
We also took all the components that where developed and have created a solution called eAddress which can be found on the download centre
If you would like any further information re Addresses in Microsoft CRM 2011 then contact our sales team firstname.lastname@example.org