Admin: Created page with "{{LegacyDynamicsGlobalVerifyNav}} {{CustomTOC}} ==Configuring Global Verify== 1. Begin by navigating to '''Settings'''. To do this, click the down arrow next to '''Sales'''..."

2019-08-06T22:14:56Z

Created page with "{{LegacyDynamicsGlobalVerifyNav}} {{CustomTOC}} ==Configuring Global Verify== 1. Begin by navigating to '''Settings'''. To do this, click the down arrow next to '''Sales'''..."

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{{LegacyDynamicsGlobalVerifyNav}}

{{CustomTOC}}

==Configuring Global Verify==
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_Settings.png|frame|none|Click '''Settings''']]

2. Then click '''Solutions''' in the '''Customization''' category.

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

3. Click the '''MDGlobalPlugin''' 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.

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

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

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

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

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

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_AddressOptions.png|frame|none|Select Address Options]]

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_EmailOptions.png|frame|none|Select Email Options]]

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_PhoneOptions.png|frame|none|Select Phone Options]]

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_NameOptions.png|frame|none|Select Name Options]]

11. Select your desired options for '''Dynamics CRM Options'''.

: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.

[[File:Dynamics_GlobalVerify_Configuration_11_DynamicsOptions.png|frame|none|Select Dynamics CRM Options]]

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

[[File:Dynamics_GlobalVerify_Configuration_12_Save.png|frame|none|Click '''Save All Settings''']]

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

Legacy:Dynamics:Global Verify:Configuration - Revision history

Admin: Created page with "{{LegacyDynamicsGlobalVerifyNav}} {{CustomTOC}} ==Configuring Global Verify== 1. Begin by navigating to '''Settings'''. To do this, click the down arrow next to '''Sales'''..."