Address

Records of entity Address are used to store address information. They are used to store multiple shipping addresses or billing addresses for a single Customer record.

Basics

Records such as Account or Contact contain fields such as City or Street to enter address data. They even over a composite control view to enter address information in a consistent and user-friendly way. Even though it seems like any other fields of these entities, address information is stored in its own record behind the scenes. So when you enter a single address in a contact's form's default fields, an address record is created. This is completely transparent to the user - however, it enables CRM to add some more functionality:

  • Multiple Addresses per Record
  • Address Classification
  • Address Selection in Business Processes

The following sections present these features.

Multiple Addresses per Record

There are situations in which an Account or Contact needs more than one address. To add additional addresses, follow these steps:

  1. Navigate to the respective Account or Contact record.
  2. In the Related Records Navigation, click More Addresses.
  3. Click the New Button. A new window opens.
  4. Enter information according to the following information.
  5. Click Save or Save & New.

The address entity contains the following fields:

Field Name Mandatory Description
Address Name Yes Description/Title of the Address.
Street 1 Yes First Address Street Line.
Street 2 Second Address Street Line.
Street 3 Third Address Street Line.
City City part of the address.
State/Province State/Province part of the address.
Zip/Postal Code Zip/Postal Code part of the address.
Country/Region Country/Region part of the address.
Address Type Primary, Bill To, Ship To, Other
Main Phone
Phone 2
Fax
Shipping Method Method how sendings may reach the given address.
Freight Terms Freight Terms for sendings to this address.
Address Contact Name of the primary recipient of sendings to this address.

Address Classification

Addresses can be classified using the Address Type field. Primary addresses should be kept reserved for the default addresses added within Account/Contact forms. Use Ship To, Bill To, and Other to save multiple addresses of each type.

Address Selection in Business Processes

If a Customer record has more than one address assigned, entities such as Quote offer a function to choose one of these addresses. Click the *Look Up Address button to choose one of the available addresses. See the official Microsoft Dynamics 365 Reference for a complete listing of entities offering this capability.

Remarks

There are other entities besides Account and Contact that may have additional addresses. See the official Microsoft Dynamics 365 Reference for a complete listing.