Overview

Atlas for Microsoft Dynamics CRM is the complete address capture tool. It allows the operative to retrieve an accurate and complete address from a postcode or partial address, and place it directly into Microsoft Dynamics CRM. Atlas for Microsoft Dynamics CRM supports both the UK PAF and International Postal Authority datasets. The flexible architecture also enables support of various alternative domestic address files, e.g. a Land and Property Gazetteer. It can be easily deployed and seamlessly integrated within the Microsoft CRM environments.

Features

  • Provides an easy method of capturing addresses from only a postcode and premise number or name, or from an incomplete address that may exclude a postcode.

  • Operates at all address entry points, ensuring a consistent method of capturing address data across the entire IT infrastructure and user-base. Provides validation of customer and prospect details on entry, throughout the entire customer lifecycle.

  • Provides partial address lookups, enabling addresses to be captured from incomplete information. Incorporates a user-friendly interface, which requires minimal operator training.

  • Operates with Server and Outlook Client installations, enabling remote users to work independently. Incorporates flexibility to operate with additional sector-specific address datasets, maximising business efficiency across all industries.

  • Supports various International Postal Authority datasets, formatting addresses to Microsoft CRM requirements. Seamlessly integrates with Microsoft CRM sales and Microsoft CRM customer services modules.

Benefits

  • It is designed and developed to be the fastest, most accurate pay per click address system available.

  • There are no set-up fees, no maintenance costs, free technical support and a free no-obligation trial.

  • The service has access to the very latest Royal Mail PAF.

  • The speed of data capture will increase with a reduction in keystrokes by up to 80% and duplicate addresses will be eradicated.

  • Ensures validated data, maximising customer analysis and subsequent reporting.

  • The service is hosted from two independent sites ensuring maximum up-time and peace of mind.

  • Simple pricing model – only pay for what you need.

  • Powerful Online Management Tool, allowing you to view and manage usage by department, application and/or user in one place.

Quick Start

To request Atlas for Microsoft Dynamics CRM please contact us.

You will then be sent an installer and complete documentation, including an Administration Manual and User Guide.

After installation, you will need to sign up for Hopewiser's web service to purchase bundles of clicks.

1. Will my Hopewiser CRM integration still work if I upgrade my CRM platform?

This largely depends upon the CRM platform in play. For example, we have a number of Microsoft Dynamics CRM integrations to cater for different platform versions there. Please contact Hopewiser Technical Support to confirm upgrade compatibility.

2. My Microsoft CRM Hopewiser Integration renders incorrectly. Why?

Later versions of the Hopewiser Microsoft CRM integration feature cross-browser compatibility. Earlier versions (MS CRM 2013 version and earlier) may require you to use Internet Explorer Compatibility View to get the correct appearance.

3. Where do I set my AddressServer in the Client credentials?

These are entered (when you are looking to use and external service instead of local datafiles) in the <PafLocation> tag of the hpwConfig.xml. Latest versions of the integrations should have the <username> and <password> tags already in situ to utilise. Earlier versions of the CRM integhrations will need to have these included in a single service URL. Please contact Hopewiser Technical Support for guidance on the latter method if needed.

4. How do I implement address lookup capability within my MS Dynamics CRM Hopewiser Integration custom fields?

Guidance on this is within the Appendix A of the accompanying administration manual. This should be feasible if consistent field names and associated prefixes are used. The MS CRM 2016 integration features a means to stipulate a number of prefixes / field names to suit.

5. Why do I have the word ERROR! in red beside Atlas popup address window address fields?

This implies an error with the mappings associated with the field(s) in question. Please refer to the hpwConfig.xml mapping value concerned, or alternatively, assess the same through the page http://<crmroot>/Hopewiser/config.aspx.