Dynamics:Global Verify:Tutorial - Revision history

Admin at 21:10, 12 March 2021

2021-03-12T21:10:29Z

Admin at 23:16, 21 March 2019

2019-03-21T23:16:34Z

← Older revision		Revision as of 23:16, 21 March 2019
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	1. ~~Hover over~~ the '''~~Microsoft Dynamics CRM~~''' ~~logo in~~ the ~~upper left hand corner~~ and click the '''~~Sales~~''' ~~button~~.		1. Begin by navigating to the '''Contacts''' section. To do this, click the down arrow next to '''Sales''', then click '''Sales''', and then click '''Contacts''' under the '''Customers''' category.

	[[File:~~Dynamics_GlobalVerify_Tutorial_01~~.png\|frame\|none\|Click '''~~Sales~~''']]		[[File:Dynamics_GlobalVerify_Tutorial_01_Contacts.png\|frame\|none\|Click '''Contacts''']]


	2. ~~Hover over the~~ '''~~Sales~~''' ~~button on the top ribbion. Then click~~ '''~~Contacts~~'''.		2. Click '''New''' to create a new '''Contact'''.

	[[File:~~Dynamics_GlobalVerify_Tutorial_02~~.png\|frame\|none\|Click '''~~Contacts~~''']]		[[File:Dynamics_GlobalVerify_Tutorial_02_New.png\|frame\|none\|Click '''New''']]


	3. ~~Click '''New''' to create a new '''Contact'''~~.		3. Enter the necessary input information. This includes Full Name, Email, Mobile Phone, and Address.

	[[File:~~Dynamics_GlobalVerify_Tutorial_03~~.png\|frame\|none\|~~Click '''New''' to create a new '''Contact'''~~]]		[[File:Dynamics_GlobalVerify_Tutorial_03_Input.png\|frame\|none\|Enter input information]]


	4. ~~Enter all~~ the ~~necessary input information~~.		4. Click the '''Global Verify''' button.

	[[File:~~Dynamics_GlobalVerify_Tutorial_04~~.png\|frame\|none\|~~Enter input information~~]]		[[File:Dynamics_GlobalVerify_Tutorial_04_GlobalVerify.png\|frame\|none\|Click the '''Global Verify''' button]]


	5. ~~Click~~ the '''~~Global Verify~~''' ~~button in~~ the ~~top ribbion~~.		5. Ensure the '''Process Date''' field reflects the current date and time.

	[[File:~~Dynamics_GlobalVerify_Tutorial_05~~.png\|frame\|none\|~~Click the~~ '''~~Global Verify~~''' ~~button~~]]		[[File:Dynamics_GlobalVerify_Tutorial_05_Verify.png\|frame\|none\|Verify '''Process Date''']]


	6. ~~Ensure~~ the ~~'''Process Date''' field reflects the current date and time~~.		6. Now you can review the processed input details.

	~~[[File~~:~~Dynamics_GlobalVerify_Tutorial_06.png\|frame\|none\|Verify '''Process Date''']]~~		*Melissa Global Address Tab:

			:[[File:Dynamics_GlobalVerify_Tutorial_06a_Address.png\|frame\|none\|Global Address Tab]]

	~~7. All of the processed input details are located near the bottom of the form.~~

	Melissa ~~Data~~ Global ~~Name Details~~:		*Melissa Global Email Tab:

	[[File:~~Dynamics_GlobalVerify_Tutorial_07~~.png\|frame\|none\|Global ~~Name Details~~]]		:[[File:Dynamics_GlobalVerify_Tutorial_06b_Email.png\|frame\|none\|Global Email Tab]]


	Melissa ~~Data~~ Global ~~Email Details~~:		*Melissa Global Phone Tab:

	[[File:~~Dynamics_GlobalVerify_Tutorial_08~~.png\|frame\|none\|Global ~~Email Details~~]]		:[[File:Dynamics_GlobalVerify_Tutorial_06c_Phone.png\|frame\|none\|Global Phone Tab]]


	Melissa ~~Data~~ Global ~~Phone Details~~:		*Melissa Global Name Tab:

	[[File:~~Dynamics_GlobalVerify_Tutorial_09~~.png\|frame\|none\|Global ~~Phone Details~~]]		:[[File:Dynamics_GlobalVerify_Tutorial_06d_Name.png\|frame\|none\|Global Name Tab]]


	Melissa Data Address Details:		Note: If a second address was entered in the input fields above, it would be processed below in a Melissa Data Address 2 Details section.

	~~[[File:Dynamics_GlobalVerify_Tutorial_10.png\|frame\|none\|Address Details]]~~

	~~Note: If a second address was entered in the~~ input ~~fileds above~~, ~~it would be processed below in a Melissa Data Address 2 Details section~~.		7. Click '''Overwrite Input''' button to view possible input value replacements. Select which fields you want to overwrite, and click '''Confirm''' to finalize the changes.

			[[File:Dynamics_GlobalVerify_Tutorial_07_Confirm.png\|frame\|none\|Click '''Overwrite Input''' then '''Confirm''']]


	[[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

2018-09-27T14:48:20Z

← 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

2016-12-23T17:41:59Z

← Older revision		Revision as of 17:41, 23 December 2016
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	==Global Verify Tutorial==		==Global Verify Tutorial==
	Note: In order to use the Global Verify service, you must first configure the ~~Customer ID~~ and options.		Note: In order to use the Global Verify service, you must first configure the License Key and options.

	This tutorial will teach you how to use the Global Verify solution in Microsoft Dynamics CRM in the '''Contact''' entity.		This tutorial will teach you how to use the Global Verify solution in Microsoft Dynamics CRM in the '''Contact''' entity.

Admin at 18:20, 15 August 2016

2016-08-15T18:20:23Z

← Older revision		Revision as of 18:20, 15 August 2016
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	1. Hover over the '''~~Sales~~''' ~~button on~~ the ~~top ribbon. Then~~ click '''~~Contacts~~'''.		1. Hover over the '''Microsoft Dynamics CRM''' logo in the upper left hand corner and click the '''Sales''' button.

	[[File:Dynamics_GlobalVerify_Tutorial_01.png\|frame\|none\|Click '''~~Contacts~~''']]		[[File:Dynamics_GlobalVerify_Tutorial_01.png\|frame\|none\|Click '''Sales''']]


	2. ~~Click~~ '''~~New~~''' ~~to create a new~~ '''~~Contact~~'''.		2. Hover over the '''Sales''' button on the top ribbion. Then click '''Contacts'''.

	[[File:Dynamics_GlobalVerify_Tutorial_02.png\|frame\|none\|Click '''~~New''' to create a new '''Contact~~''']]		[[File:Dynamics_GlobalVerify_Tutorial_02.png\|frame\|none\|Click '''Contacts''']]


	3. ~~Enter~~ a ~~first name and last name into the appropriate fields, then click~~ '''~~Done~~'''.		3. Click '''New''' to create a new '''Contact'''.

	[[File:Dynamics_GlobalVerify_Tutorial_03.png\|frame\|none\|~~Enter information and click~~ '''~~Done~~''']]		[[File:Dynamics_GlobalVerify_Tutorial_03.png\|frame\|none\|Click '''New''' to create a new '''Contact''']]


	4. Enter the input information~~. Address will be entered in this example~~.		4. Enter all the necessary input information.

	[[File:Dynamics_GlobalVerify_Tutorial_04.png\|frame\|none\|Enter input information]]		[[File:Dynamics_GlobalVerify_Tutorial_04.png\|frame\|none\|Enter input information]]


	5. Click the '''Verify ~~Address 1~~''' button in the top ~~ribbon~~.		5. Click the '''Global Verify''' button in the top ribbion.

	[[File:Dynamics_GlobalVerify_Tutorial_05.png\|frame\|none\|Click '''Verify ~~Address 1~~''' button]]		[[File:Dynamics_GlobalVerify_Tutorial_05.png\|frame\|none\|Click the '''Global Verify''' button]]


	6. ~~Check that~~ the '''Process Date''' field reflects the current date and time.		6. Ensure the '''Process Date''' field reflects the current date and time.

	[[File:Dynamics_GlobalVerify_Tutorial_06.png\|frame\|none\|Verify '''Process Date''']]		[[File:Dynamics_GlobalVerify_Tutorial_06.png\|frame\|none\|Verify '''Process Date''']]


	7. ~~Scroll down to view~~ the ~~detailed output~~.		7. All of the processed input details are located near the bottom of the form.

	[[File:Dynamics_GlobalVerify_Tutorial_07.png\|frame\|none\|~~Scroll to view output~~]]		Melissa Data Global Name Details:

			[[File:Dynamics_GlobalVerify_Tutorial_07.png\|frame\|none\|Global Name Details]]


			Melissa Data Global Email Details:

			[[File:Dynamics_GlobalVerify_Tutorial_08.png\|frame\|none\|Global Email Details]]


			Melissa Data Global Phone Details:

			[[File:Dynamics_GlobalVerify_Tutorial_09.png\|frame\|none\|Global Phone Details]]


			Melissa Data Address Details:

			[[File:Dynamics_GlobalVerify_Tutorial_10.png\|frame\|none\|Address Details]]

			Note: If a second address was entered in the input fileds above, it would be processed below in a Melissa Data Address 2 Details section.


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

Admin: Created page with "{{DynamicsGlobalVerifyNav}} {{CustomTOC}} ==Global Verify Tutorial== Note: In order to use the Global Verify service, you must first configure the Customer ID and options. ..."

2016-04-27T22:16:09Z

Created page with "{{DynamicsGlobalVerifyNav}} {{CustomTOC}} ==Global Verify Tutorial== Note: In order to use the Global Verify service, you must first configure the Customer ID and options. ..."

New page

{{DynamicsGlobalVerifyNav}}

{{CustomTOC}}

==Global Verify Tutorial==
Note: In order to use the Global Verify service, you must first configure the Customer ID and options.

This tutorial will teach you how to use the Global Verify solution in Microsoft Dynamics CRM in the '''Contact''' entity.

1. Hover over the '''Sales''' button on the top ribbon. Then click '''Contacts'''.

[[File:Dynamics_GlobalVerify_Tutorial_01.png|frame|none|Click '''Contacts''']]

2. Click '''New''' to create a new '''Contact'''.

[[File:Dynamics_GlobalVerify_Tutorial_02.png|frame|none|Click '''New''' to create a new '''Contact''']]

3. Enter a first name and last name into the appropriate fields, then click '''Done'''.

[[File:Dynamics_GlobalVerify_Tutorial_03.png|frame|none|Enter information and click '''Done''']]

4. Enter the input information. Address will be entered in this example.

[[File:Dynamics_GlobalVerify_Tutorial_04.png|frame|none|Enter input information]]

5. Click the '''Verify Address 1''' button in the top ribbon.

[[File:Dynamics_GlobalVerify_Tutorial_05.png|frame|none|Click '''Verify Address 1''' button]]

6. Check that the '''Process Date''' field reflects the current date and time.

[[File:Dynamics_GlobalVerify_Tutorial_06.png|frame|none|Verify '''Process Date''']]

7. Scroll down to view the detailed output.

[[File:Dynamics_GlobalVerify_Tutorial_07.png|frame|none|Scroll to view output]]

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

← Older revision		Revision as of 21:10, 12 March 2021
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	1. Begin by navigating to the '''Contacts''' section. To do this, click the down arrow next to '''Sales''', then click '''Sales''', and then click '''Contacts''' under the '''Customers''' category.		1. Begin by navigating to the '''Contacts''' section. To do this, click the down arrow next to '''Sales''', then click '''Sales''', and then click '''Contacts''' under the '''Customers''' category.

	[[File:Dynamics_GlobalVerify_Tutorial_01_Contacts.png\|frame\|none\|Click '''Contacts''']]		[[File:Dynamics_GlobalVerify_Tutorial_01_Contacts.png\|frame\|none\|alt=Dynamics GlobalVerify Tutorial 01 - Contacts - Melissa Wiki\|Click '''Contacts''']]


	2. Click '''New''' to create a new '''Contact'''.		2. Click '''New''' to create a new '''Contact'''.

	[[File:Dynamics_GlobalVerify_Tutorial_02_New.png\|frame\|none\|Click '''New''']]		[[File:Dynamics_GlobalVerify_Tutorial_02_New.png\|frame\|none\|alt=Dynamics GlobalVerify Tutorial 02 - New - Melissa Wiki\|Click '''New''']]


	3. Enter the necessary input information. This includes Full Name, Email, Mobile Phone, and Address.		3. Enter the necessary input information. This includes Full Name, Email, Mobile Phone, and Address.

	[[File:Dynamics_GlobalVerify_Tutorial_03_Input.png\|frame\|none\|Enter input information]]		[[File:Dynamics_GlobalVerify_Tutorial_03_Input.png\|frame\|none\|alt=Dynamics GlobalVerify Tutorial 03 - Input - Melissa Wiki\|Enter input information]]


	4. Click the '''Global Verify''' button.		4. Click the '''Global Verify''' button.

	[[File:Dynamics_GlobalVerify_Tutorial_04_GlobalVerify.png\|frame\|none\|Click the '''Global Verify''' button]]		[[File:Dynamics_GlobalVerify_Tutorial_04_GlobalVerify.png\|frame\|none\|alt=Dynamics GlobalVerify Tutorial 04 - Global Verify - Melissa Wiki\|Click the '''Global Verify''' button]]


	5. Ensure the '''Process Date''' field reflects the current date and time.		5. Ensure the '''Process Date''' field reflects the current date and time.

	[[File:Dynamics_GlobalVerify_Tutorial_05_Verify.png\|frame\|none\|Verify '''Process Date''']]		[[File:Dynamics_GlobalVerify_Tutorial_05_Verify.png\|frame\|none\|alt=Dynamics GlobalVerify Tutorial 05 - Verify - Melissa Wiki\|Verify '''Process Date''']]


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	*Melissa Global Address Tab:		*Melissa Global Address Tab:

	:[[File:Dynamics_GlobalVerify_Tutorial_06a_Address.png\|frame\|none\|Global Address Tab]]		:[[File:Dynamics_GlobalVerify_Tutorial_06a_Address.png\|frame\|none\|alt=Dynamics GlobalVerify Tutorial 06a - Address - Melissa Wiki\|Global Address Tab]]


	*Melissa Global Email Tab:		*Melissa Global Email Tab:

	:[[File:Dynamics_GlobalVerify_Tutorial_06b_Email.png\|frame\|none\|Global Email Tab]]		:[[File:Dynamics_GlobalVerify_Tutorial_06b_Email.png\|frame\|none\|alt=Dynamics GlobalVerify Tutorial 06b - Email - Melissa Wiki\|Global Email Tab]]


	*Melissa Global Phone Tab:		*Melissa Global Phone Tab:

	:[[File:Dynamics_GlobalVerify_Tutorial_06c_Phone.png\|frame\|none\|Global Phone Tab]]		:[[File:Dynamics_GlobalVerify_Tutorial_06c_Phone.png\|frame\|none\|alt=Dynamics GlobalVerify Tutorial 06c - Phone - Melissa Wiki\|Global Phone Tab]]


	*Melissa Global Name Tab:		*Melissa Global Name Tab:

	:[[File:Dynamics_GlobalVerify_Tutorial_06d_Name.png\|frame\|none\|Global Name Tab]]		:[[File:Dynamics_GlobalVerify_Tutorial_06d_Name.png\|frame\|none\|alt=Dynamics GlobalVerify Tutorial 06d - Name - Melissa Wiki\|Global Name Tab]]


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	7. Click '''Overwrite Input''' button to view possible input value replacements. Select which fields you want to overwrite, and click '''Confirm''' to finalize the changes.		7. Click '''Overwrite Input''' button to view possible input value replacements. Select which fields you want to overwrite, and click '''Confirm''' to finalize the changes.

	[[File:Dynamics_GlobalVerify_Tutorial_07_Confirm.png\|frame\|none\|Click '''Overwrite Input''' then '''Confirm''']]		[[File:Dynamics_GlobalVerify_Tutorial_07_Confirm.png\|frame\|none\|alt=Dynamics GlobalVerify Tutorial 07 - Confirm - Melissa Wiki\|Click '''Overwrite Input''' then '''Confirm''']]


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