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==Global Verify Custom Mapping==
1 Begin by navigating to the '''Configuration''' screen. If you need more details on locating the Configuration screen, see the [[Legacy:Dynamics:Global Verify:Configuration|Configuration Tutorial]].

[[File:Dynamics_GlobalVerify_CustomMapping_01_Configuration.png|frame|none|Navigate to '''Configuration''']]

2. Click the '''Advanced Mapping''' tab.

[[File:Dynamics_GlobalVerify_CustomMapping_02_AdvancedMapping.png|frame|none|Click '''Advanced Mapping''' tab]]

3. Click the '''Load Entities''' button. This queries the Dynamics organization for a full list of the entities that exist within your system and populates the list of attributes that are associated with the entity.

[[File:Dynamics_GlobalVerify_CustomMapping_03_LoadEntities.png|frame|none|Click '''Load Entities''']]

4. Select the desired entity from the drop down list. If a mapping has already been established for the selected entity, the fields should automatically be populated with the previous values.

[[File:Dynamics_GlobalVerify_CustomMapping_04_SelectEntity.png|frame|none|Select desired entity]]

5. Type the name of the desired custom or out of the box field. In order to assist the field entry process, the field names should be auto-completed with only the correct field names for the selected entity.

[[File:Dynamics_GlobalVerify_CustomMapping_05_TypeFieldName.png|frame|none|Type the field name]]

*The names should be the exact names that are assigned in Dynamics. These names can be viewed in the '''Fields''' section for that particular entity in the default solution.

:[[File:Dynamics_GlobalVerify_CustomMapping_05a_EntityFieldName.png|frame|none|View entity field names]]

6. Once the fields have been filled in click the '''Save Mapping''' button.

[[File:Dynamics_GlobalVerify_CustomMapping_06_SaveMapping.png|frame|none|Click '''Save Mapping''']]

===Custom Entity===
These steps will walk you through how to add Global Verify to custom entities.

7. Click the down arrow next to '''Sales''', click '''Settings''', then click '''Customizations''' under the '''Customization''' category.

[[File:Dynamics_GlobalVerify_CustomMapping_07_Customizations.png|frame|none|Click '''Customizations''']]

8. Click '''Customize the System'''.

[[File:Dynamics_GlobalVerify_CustomMapping_08_CustomizeSystem.png|frame|none|Click '''Customize the System''']]

9. On the left side of the new window that popped up, expand the '''Entities''' section to find the entity you want to add Global Verify to.

[[File:Dynamics_GlobalVerify_CustomMapping_09_ExpandEntities.png|frame|none|Expand '''Entities''' section]]

:In this case the test entity I am going to add it to is called md_testEntity.

10. Once you expand the entity, click the '''Forms''' tab then click on the '''Main''' form type.

[[File:Dynamics_GlobalVerify_CustomMapping_10_MainForm.png|frame|none|Click '''Main''' form]]

11. Click the '''Insert''' tab, and then click the '''Web Resource''' button. This button is small and easy to miss, so reference the screenshot below.

[[File:Dynamics_GlobalVerify_CustomMapping_11_WebResource.png|frame|none|Small '''Web Resource''' button]]

:You can expand the popup window to see it easier.

[[File:Dynamics_GlobalVerify_CustomMapping_11a_WebResource.png|frame|none|Click '''Web Resource''' button]]

12. Type <code>md_gv_FormHTML</code> into the '''Web Resource''' field. Then click the search button to populate a drop down menu. Select the corresponding item in that menu.

[[File:Dynamics_GlobalVerify_CustomMapping_12_SelectWebResource.png|frame|none|Select the corresponding field.]]

13. Name the '''Web Resource''' <code>Global Verify</code>. The Label field should auto-fill itself with the name you typed in.

[[File:Dynamics_GlobalVerify_CustomMapping_13_NameWebResource.png|frame|none|Name the '''Web Resource''']]

14. Click the '''Formatting''' tab and change the '''Row Layout''' number to <code>20</code>. This increases the number of rows to make the Global Verify details easier to read.

[[File:Dynamics_GlobalVerify_CustomMapping_14_RowLayout.png|frame|none|Change the '''Row Layout''' number]]

15. Click '''OK''' at the bottom of the window.

[[File:Dynamics_GlobalVerify_CustomMapping_15_ClickOK.png|frame|none|Click '''OK''']]

16. From the '''Home''' tab click '''Save'''. Then click the '''Publish''' button to save the modifications made.

After the form is added to the page, there are a handful of fields that need to be added for certain options to work correctly.

[[File:Dynamics_GlobalVerify_CustomMapping_16_Save.png|frame|none|Click '''Save''']]

==Additional Fields==

17. To add additional fields, open up the '''Fields''' tab for the entity you added <code>md_gv_FormHTML</code> to and click the '''New''' button.

There are two different types of fields you should make: '''Multiple Lines of Text''', and '''Date and Time'''.

[[File:Dynamics_GlobalVerify_CustomMapping_17_New.png|frame|none|Click '''New''' in '''Fields''' tab]]

===Multiple Lines of Text Field===
18. Under the '''Type''' section, change the '''Data Type''' field from '''Single line of Text''' to '''Multiple Lines of Text'''.

[[File:Dynamics_GlobalVerify_CustomMapping_18_DataType.png|frame|none|Change the '''Data Type''']]

19. Change the '''Maximum Length''' value to '''50,000'''.

[[File:Dynamics_GlobalVerify_CustomMapping_19_MaxiumumLength.png|frame|none|Change the '''Maximum Length''']]

20. Then enter <code>md_gv_adressresponsejsonstring</code> into the '''Name''' and '''Display Name''' fields.

[[File:Dynamics_GlobalVerify_CustomMapping_20_Name.png|frame|none|Enter '''Name''' and '''Display Name''' fields]]

21. Click the '''Save and Close''' button.

[[File:Dynamics_GlobalVerify_CustomMapping_21_SaveClose.png|frame|none|Click '''Save and Close''']]

'''REPEAT Steps 18-21''' for <code>md_gv_address2responsejsonstring</code>, <code>md_gv_emailresponsejsonstring</code>, <code>md_gv_nameresponsejsonstring</code>, and <code>md_gv_phoneresponsejsonstring</code>.

'''Make sure to change the name for step 20 to the correct name.'''

===Date and Time Field===
The next step follows from Step 17.

22. Change the '''Data Type''' field from '''Single Line of Text''' to '''Date and Time'''.

[[File:Dynamics_GlobalVerify_CustomMapping_22_DataType.png|frame|none|Change '''Data Type''']]

23. Change the '''Format''' field to '''Date and Time'''.

[[File:Dynamics_GlobalVerify_CustomMapping_23_Format.png|frame|none|Change '''Format''']]

24. Add in <code>md_gv_processdate</code> to the '''Name''' field, and <code>Process Date</code> to the '''Display Name''' field.

[[File:Dynamics_GlobalVerify_CustomMapping_24_Name.png|frame|none|Change '''Name''' and '''Display Name''' fields]]

25. Click the '''Save and Close''' button.

[[File:Dynamics_GlobalVerify_CustomMapping_25_Save.png|frame|none|Click '''Save and Close''']]

===Add Fields===
Next we are going to add the fields we just made to the form of the entity.

26. Open the '''Main''' form of the entity.

[[File:Dynamics_GlobalVerify_CustomMapping_26_OpenMainForm.png|frame|none|Open '''Main''' form]]

27. On the left side of the window is a '''Field Explorer'''. This contains all of the fields that we just created. Drag them onto the form where ever you would like them to be placed.

[[File:Dynamics_GlobalVerify_CustomMapping_27_DragFields.png|frame|none|Drag created fields]]

28. For the <code>reponsejsonstring</code> fields it is a good idea to change their '''Visibility''' to hidden. To do this, double click the field on the form and uncheck the boxes for '''Display label''' on the form, and '''Visible by default'''. Once those are unchecked, click the '''OK''' button.

[[File:Dynamics_GlobalVerify_CustomMapping_28_Visibility.png|frame|none|Change the visibility]]

'''Repeat Step 28 for ALL <code>responsejsonstring</code> fields.'''

29. Click the '''Save''' and then the '''Publish''' buttons to save the changes made to the form.

[[File:Dynamics_GlobalVerify_CustomMapping_29_Save.png|frame|none|Click '''Save''' then '''Publish''']]

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

Legacy:Dynamics:Global Verify:Custom Mapping - Revision history

Admin: Created page with "{{LegacyDynamicsGlobalVerifyNav}} {{CustomTOC}} ==Global Verify Custom Mapping== 1 Begin by navigating to the '''Configuration''' screen. If you need more details on locati..."