Enable Country-Specific Address Formats

Your add-in supports country-specific address formats which means, when your users create a new contact or account, the address fields relevant to the selected country appear. The country-based address fields are all available in a single field called Primary Address.

The Primary Address field is available only in the Edit layouts of the Contacts and Accounts pages. When you add this field to the Edit layout, your users can enter complete address of the contact or the account from the add-in.

Here's how you can add the Primary Address field to the Edit layout:

  1. Ensure that you're working in an active sandbox.

  2. In your sales application, go to CX Microsoft 365 Designer: Application Composer > Common Setup > Productivity Applications Setup > CX Microsoft 365 Designer.

  3. Click the menu icon in the Microsoft 365 Designer.

  4. Open Edit view of Accounts and create a new layout.

  5. In the new layout, drag and drop 'Primary Address' from the Available Fields and save the layout.

  6. Similarly, create a new layout for Contacts, add Primary Address field and save the layout.

    Note: If you have existing custom layouts, then delete the old address fields and add Primary Address.
  7. Click Save.

After adding Primary Address, the application moves details from your old address fields into the Primary Address fields, and country-specific address formats take effect. If users gave invalid address in older fields, the synchronization fails. However, users can resolve the sync issues by correcting the address details.

In the Detail layout of Accounts and Contacts, ensure that you add 'Address' field from the Available Fields section. This field consolidates the entire Primary Address details that users enter in the Edit view.