Dynamics:Global Verify:Configuration - Revision history

Admin at 00:30, 21 March 2019

2019-03-21T00:30:18Z

← Older revision		Revision as of 00:30, 21 March 2019
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	==Configuring Global Verify==		==Configuring Global Verify==
	1. Begin by navigating to ~~settings in the top ribbon~~. ~~First~~, ~~hover over~~ '''~~Microsoft Dynamics CRM~~''' ~~in the upper left hand corner;~~ then ~~click~~ '''Settings''' in the menu that drops down.		1. Begin by navigating to '''Settings'''. To do this, click the down arrow next to '''Sales''', then '''Settings''' in the menu that drops down.

	[[File:~~Dynamics_GlobalVerify_Configuration_01~~.png\|frame\|none\|Click '''Settings''']]		[[File:Dynamics_GlobalVerify_Configuration_01_Settings.png\|frame\|none\|Click '''Settings''']]


	2. ~~Hover over the~~ '''~~Settings~~''' ~~button~~ in the ~~ribbon. Next, click~~ '''~~Solutions~~'''.		2. Then click '''Solutions''' in the '''Customization''' category.

	[[File:~~Dynamics_GlobalVerify_Configuration_02~~.png\|frame\|none\|Click '''Solutions''']]		[[File:Dynamics_GlobalVerify_Configuration_02_Solutions.png\|frame\|none\|Click '''Solutions''']]


	3. Click the ~~Melissa Data Global Verify solution~~ under '''Display Name'''.		3. Click the '''MDGlobalPlugin''' under '''Display Name'''.

	[[File:~~Dynamics_GlobalVerify_Configuration_03~~.png\|frame\|none\|Click ~~the Global Verify solution under~~ '''~~Display Name~~''']]		[[File:Dynamics_GlobalVerify_Configuration_03_GlobalPlugin.png\|frame\|none\|Click '''MDGlobalPlugin''']]


	4. Click '''Configuration''' in the solution pane located on the left side of the window.		4. Click '''Configuration''' in the solution pane located on the left side of the window.

	[[File:~~Dynamics_GlobalVerify_Configuration_04~~.png\|frame\|none\|Click '''Configuration''']]		[[File:Dynamics_GlobalVerify_Configuration_04_Configuration.png\|frame\|none\|Click '''Configuration''']]


	5. Enter your License Key into the ~~specified~~ field.		5. Enter your License Key into the '''License''' field.

	[[File:~~Dynamics_GlobalVerify_Configuration_05~~.png\|frame\|none\|Enter your License Key]]		[[File:Dynamics_GlobalVerify_Configuration_05_LicenseKey.png\|frame\|none\|Enter your License Key]]


	6. Select the ~~services~~ you would like to use.		6. Select the '''Melissa Webservices''' you would like to use.

	[[File:~~Dynamics_GlobalVerify_Configuration_06~~.png\|frame\|none\|Select services]]		[[File:Dynamics_GlobalVerify_Configuration_06_Webservices.png\|frame\|none\|Select services]]


	7. Select your desired ~~option~~ for ~~the Email Option. The~~ '''~~Premium~~''' ~~version~~ of the service ~~requires a subscription and will incur additional fees~~. For more information, see [[Global ~~Email~~]].		7. Select your desired options for '''Address Options'''. A country must be selected in order to use the Global Address Verification service. The result code section sets the success/failure conditions given during the use of the service. For more information, see [[Global Address]].

	[[File:~~Dynamics_GlobalVerify_Configuration_07~~.png\|frame\|none\|Select ~~Email Option~~]]		[[File:Dynamics_GlobalVerify_Configuration_07_AddressOptions.png\|frame\|none\|Select Address Options]]


	8. Select your desired ~~option~~ for ~~the Phone Option~~. The '''Premium''' version of the service requires a subscription and will incur additional fees. For more information, see [[Global ~~Phone~~]].		8. Select your desired options for '''Email Options'''. The '''Premium''' version of the service requires a subscription and will incur additional fees. For more information, see [[Global Email]].

	[[File:~~Dynamics_GlobalVerify_Configuration_08~~.png\|frame\|none\|Select ~~Phone Option~~]]		[[File:Dynamics_GlobalVerify_Configuration_08_EmailOptions.png\|frame\|none\|Select Email Options]]


	9. Select your desired options for ~~the Name~~ Options. ~~These options determine how aggressive~~ the ~~name parsing can be~~. For more information, see [[Global ~~Name~~]].		9. Select your desired options for '''Phone Options'''. The '''Premium''' version of the service requires a subscription and will incur additional fees. For more information, see [[Global Phone]].

	[[File:~~Dynamics_GlobalVerify_Configuration_09~~.png\|frame\|none\|Select ~~Name~~ Options]]		[[File:Dynamics_GlobalVerify_Configuration_09_PhoneOptions.png\|frame\|none\|Select Phone Options]]


	10. Select your desired options for ~~the Address~~ Options. ~~A country must~~ be ~~selected in order to use the Global Address Verification service. The result code section sets the success/failure conditions given during the use of the service~~. For more information, see [[Global ~~Address~~]].		10. Select your desired options for '''Name Options'''. These options determine how aggressive the name parsing can be. For more information, see [[Global Name]].

	[[File:~~Dynamics_GlobalVerify_Configuration_10~~.png\|frame\|none\|Select ~~Address~~ Options]]		[[File:Dynamics_GlobalVerify_Configuration_10_NameOptions.png\|frame\|none\|Select Name Options]]


	11. ~~If you would like the Global Verification Solution to process~~ your ~~input fields every time a record is saved, please check the~~ '''~~Verify On Save~~''' ~~option~~.		11. Select your desired options for '''Dynamics CRM Options'''.

	~~[[File~~:~~Dynamics_GlobalVerify_Configuration_11.png\|frame\|none\|Select the~~ '''Verify ~~On Save~~''' ~~option]]~~		:Check '''Verify on save''' to process your input fields every time a record is saved.

			:Check '''Overwrite input''' to overwrite your input fields as well as fill in some of the out of the box fields where available. If left unchecked, the service will simply fill-in the fields created for our service.

	12. If you would like the Global Verification Solution to overwrite your input fields as well as fill in some of the out of the box fields where available, please check the '''OVerwrite Input''' option. If left unchecked, the service will simply fill-in the fields created for our service.		[[File:Dynamics_GlobalVerify_Configuration_11_DynamicsOptions.png\|frame\|none\|Select Dynamics CRM Options]]

	~~[[File:Dynamics_GlobalVerify_Configuration_12.png\|frame\|none\|Select the '''Overwrite Input''' option]]~~

			12. Click '''Save All Settings''' to save these configurations. This completes the configuration.

	~~13. Click '''Set''' to save these configurations. This completes the configuration.~~		[[File:Dynamics_GlobalVerify_Configuration_12_Save.png\|frame\|none\|Click '''Save All Settings''']]

	[[File:~~Dynamics_GlobalVerify_Configuration_13~~.png\|frame\|none\|Click '''~~Set~~''']]


	[[Category:Clean Suite for CRM:Dynamics]]		[[Category:Clean Suite for CRM:Dynamics]]
	[[Category:Dynamics Global Verify]]		[[Category:Dynamics Global Verify]]

Admin at 14:48, 27 September 2018

2018-09-27T14:48:11Z

← Older revision		Revision as of 14:48, 27 September 2018
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	[[Category:Dynamics ~~CRM~~]]		[[Category:Clean Suite for CRM:Dynamics]]
	[[Category:Dynamics Global Verify]]		[[Category:Dynamics Global Verify]]

Admin at 17:41, 23 December 2016

2016-12-23T17:41:45Z

← Older revision		Revision as of 17:41, 23 December 2016
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	5. Enter your ~~Customer ID~~ into the specified field.		5. Enter your License Key into the specified field.

	[[File:Dynamics_GlobalVerify_Configuration_05.png\|frame\|none\|Enter your ~~customer ID~~]]		[[File:Dynamics_GlobalVerify_Configuration_05.png\|frame\|none\|Enter your License Key]]

Admin at 18:00, 15 August 2016

2016-08-15T18:00:34Z

← Older revision		Revision as of 18:00, 15 August 2016
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	5. ~~Please enter~~ your Customer ID into the specified field.		5. Enter your Customer ID into the specified field.

	[[File:Dynamics_GlobalVerify_Configuration_05.png\|frame\|none\|Enter your customer ID]]		[[File:Dynamics_GlobalVerify_Configuration_05.png\|frame\|none\|Enter your customer ID]]
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	7. Select your desired ~~options~~ for ~~each~~ service.		7. Select your desired option for the Email Option. The '''Premium''' version of the service requires a subscription and will incur additional fees. For more information, see [[Global Email]].

	[[File:Dynamics_GlobalVerify_Configuration_07.png\|frame\|none\|Select ~~options~~]]		[[File:Dynamics_GlobalVerify_Configuration_07.png\|frame\|none\|Select Email Option]]


	8. Click '''Set''' to save these configurations. This completes the configuration.		8. Select your desired option for the Phone Option. The '''Premium''' version of the service requires a subscription and will incur additional fees. For more information, see [[Global Phone]].

	[[File:~~Dynamics_GlobalVerify_Configuration_08~~.png\|frame\|none\|Click '''Set''']]		[[File:Dynamics_GlobalVerify_Configuration_08.png\|frame\|none\|Select Phone Option]]


			9. Select your desired options for the Name Options. These options determine how aggressive the name parsing can be. For more information, see [[Global Name]].

			[[File:Dynamics_GlobalVerify_Configuration_09.png\|frame\|none\|Select Name Options]]


			10. Select your desired options for the Address Options. A country must be selected in order to use the Global Address Verification service. The result code section sets the success/failure conditions given during the use of the service. For more information, see [[Global Address]].

			[[File:Dynamics_GlobalVerify_Configuration_10.png\|frame\|none\|Select Address Options]]


			11. If you would like the Global Verification Solution to process your input fields every time a record is saved, please check the '''Verify On Save''' option.

			[[File:Dynamics_GlobalVerify_Configuration_11.png\|frame\|none\|Select the '''Verify On Save''' option]]


			12. If you would like the Global Verification Solution to overwrite your input fields as well as fill in some of the out of the box fields where available, please check the '''OVerwrite Input''' option. If left unchecked, the service will simply fill-in the fields created for our service.

			[[File:Dynamics_GlobalVerify_Configuration_12.png\|frame\|none\|Select the '''Overwrite Input''' option]]


			13. Click '''Set''' to save these configurations. This completes the configuration.

			[[File:Dynamics_GlobalVerify_Configuration_13.png\|frame\|none\|Click '''Set''']]


	[[Category:Dynamics CRM]]		[[Category:Dynamics CRM]]
	[[Category:Dynamics Global Verify]]		[[Category:Dynamics Global Verify]]

Admin at 21:21, 17 June 2016

2016-06-17T21:21:22Z

← Older revision		Revision as of 21:21, 17 June 2016
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	6. Select ~~your desired options, default country, line separator, etc~~.		6. Select the services you would like to use.

	[[File:~~Dynamics_Global Verify_Configuration_06~~.png\|frame\|none\|Select ~~options~~]]		[[File:Dynamics_GlobalVerify_Configuration_06.png\|frame\|none\|Select services]]


	7. Click '''Set''' to save these configurations. This completes the configuration.		7. Select your desired options for each service.

			[[File:Dynamics_GlobalVerify_Configuration_07.png\|frame\|none\|Select options]]


			8. Click '''Set''' to save these configurations. This completes the configuration.

	[[File:~~Dynamics_GlobalVerify_Configuration_07~~.png\|frame\|none\|Click '''Set''']]		[[File:Dynamics_GlobalVerify_Configuration_08.png\|frame\|none\|Click '''Set''']]


	[[Category:Dynamics CRM]]		[[Category:Dynamics CRM]]
	[[Category:Dynamics Global Verify]]		[[Category:Dynamics Global Verify]]

Admin at 21:30, 27 April 2016

2016-04-27T21:30:06Z

← Older revision		Revision as of 21:30, 27 April 2016
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	3. Click the Melissa Data Global Verify ~~Plugin~~.		3. Click the Melissa Data Global Verify solution under '''Display Name'''.

	[[File:Dynamics_GlobalVerify_Configuration_03.png\|frame\|none\|Click the Global Verify ~~plugin~~]]		[[File:Dynamics_GlobalVerify_Configuration_03.png\|frame\|none\|Click the Global Verify solution under '''Display Name''']]


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	6. Select your desired options.		6. Select your desired options, default country, line separator, etc.

	[[File:Dynamics_Global Verify_Configuration_06.png\|frame\|none\|Select options]]		[[File:Dynamics_Global Verify_Configuration_06.png\|frame\|none\|Select options]]


	7~~. Select your desired output options.~~		7. Click '''Set''' to save these configurations. This completes the configuration.

	~~[[File:Dynamics_GlobalVerify_Configuration_07.png\|frame\|none\|Select output options]]~~


	8. Click '''Set''' to save these configurations. This completes the configuration.

	[[File:~~Dynamics_GlobalVerify_Configuration_08~~.png\|frame\|none\|Click '''Set''']]		[[File:Dynamics_GlobalVerify_Configuration_07.png\|frame\|none\|Click '''Set''']]


	[[Category:Dynamics CRM]]		[[Category:Dynamics CRM]]
	[[Category:Dynamics Global Verify]]		[[Category:Dynamics Global Verify]]

Admin: Created page with "{{DynamicsGlobalVerifyNav}} {{CustomTOC}} ==Configuring Global Verify== 1. Begin by navigating to settings in the top ribbon. First, hover over '''Microsoft Dynamics CRM'''..."

2016-04-27T21:20:35Z

Created page with "{{DynamicsGlobalVerifyNav}} {{CustomTOC}} ==Configuring Global Verify== 1. Begin by navigating to settings in the top ribbon. First, hover over '''Microsoft Dynamics CRM'''..."

New page

{{DynamicsGlobalVerifyNav}}

{{CustomTOC}}

==Configuring Global Verify==
1. Begin by navigating to settings in the top ribbon. First, hover over '''Microsoft Dynamics CRM''' in the upper left hand corner; then click '''Settings''' in the menu that drops down.

[[File:Dynamics_GlobalVerify_Configuration_01.png|frame|none|Click '''Settings''']]

2. Hover over the '''Settings''' button in the ribbon. Next, click '''Solutions'''.

[[File:Dynamics_GlobalVerify_Configuration_02.png|frame|none|Click '''Solutions''']]

3. Click the Melissa Data Global Verify Plugin.

[[File:Dynamics_GlobalVerify_Configuration_03.png|frame|none|Click the Global Verify plugin]]

4. Click '''Configuration''' in the solution pane located on the left side of the window.

[[File:Dynamics_GlobalVerify_Configuration_04.png|frame|none|Click '''Configuration''']]

5. Please enter your Customer ID into the specified field.

[[File:Dynamics_GlobalVerify_Configuration_05.png|frame|none|Enter your customer ID]]

6. Select your desired options.

[[File:Dynamics_Global Verify_Configuration_06.png|frame|none|Select options]]

7. Select your desired output options.

[[File:Dynamics_GlobalVerify_Configuration_07.png|frame|none|Select output options]]

8. Click '''Set''' to save these configurations. This completes the configuration.

[[File:Dynamics_GlobalVerify_Configuration_08.png|frame|none|Click '''Set''']]

[[Category:Dynamics CRM]]
[[Category:Dynamics Global Verify]]