Following my initial free product release, this commercial product release ‘Ready Set Go’, is based on the following requirements:

We want to..

• ..have (in)formal salutations for our Contacts based on their language and preference to streamline our outgoing communication;
• ..be able to validate whether phone numbers are actually valid based on the country of the contact or account;
• ..be able to validate whether postal codes are actually valid based on the country of the contact or account;
• ..be able to validate whether an IBAN used is actually a valid IBAN based on the country of the contact or account;

This product aims to tackle the above and contains the following features:

• IBAN validation for Account and Contact based on the modulo 97 industry standard;
• Postal Code validation for Account and Contact based using Country records supplied in this solution;
• Phone number validation, identification and formatting for Account and Contact using Google’s popular open-source libphonenumber library;
• Salutation generation for Contact based on Gender and Formality using Language records supplied in this solution;

Technical contents

• New tables
  • Country
    • Country records with their ISO Code A2 and Postal Code Validation - these can be edited after installation if necessary;
  • Language
    • Language records with predefined salutations - these can be edited after installation if necessary;
• Additions to default tables
  • Account:
    • Country (lookups);
  • Postal Codes validations;
  • IBAN field (text) with validation;
  • Phone number type (choice) / region code (text) / validity (choice) for Main Phone (telephone1) and Other Phone (telephone2);
• Contact:
  • Country (lookups);
  • Language (lookup);
  • Formality (choice: formal/informal);
  • Salutation (Formula column, uses Language, Formality and Gender);
  • Phone Number Type(choice) / Region Code (text) / Validity (choice) for Main Phone (telephone1), Other Phone (telephone2) and Mobile Phone (mobilephone);
• Plugins:
  • IBAN validation plugin using the modulo 97 industry standard;
  • Phone number validation plugin using Google’s popular open-source libphonenumber library, which includes:
    • Parsing, formatting, and validating phone numbers for all countries/regions of the world;
    • Gets the type of the number based on the number itself; able to distinguish Fixed-line, Mobile, Toll-free, Premium Rate, Shared Cost, VoIP, Personal Numbers, UAN, Pager, and Voicemail (whenever feasible);
  • Postal code validation plugin using regular expressions;
• Access
  • A new security role ‘Ready Set Go’. This allows users to read and append data from the Country and Language tables;
  • A new model driven app ‘Ready Set Go’ to configure Countries and Languages, and viewing all custom Account and Contact fields on a supplied form;

Screenshots

Country configuration records:

Language configuration records:

Example Accounts:

Example Contacts:

Support

Need help implementing this solution? Or need a consultant for your Dynamics 365 project? You can reach me at kevin.vanrooij@dynavise.nl.

Terms of use

This work is licensed under Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International. To view a copy of this license, visit https://creativecommons.org/licenses/by-nc-sa/4.0/