Dynamics CRM:Introduction: Difference between revisions

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Melissa Data's Add-Ons for Microsoft Dynamics CRM make it easy to capture, clean, and complete your global address data.
Melissa Data's Add-Ons for Microsoft Dynamics CRM make it easy to capture, clean, and complete your global address data.


==Add-On List==
==Pre-requisites==
Melissa Data has the following add-ons available for Dynamics CRM:
To use the Address Validation for Dynamics 365, there are two important requirements:


===[[Dynamics:Global Address|Global Address]]===
*;Version
Verify and standardize mailing addresses from across the world with the flexibility and accuracy delivered by Melissa Data products.
::Address Validation for Dynamics 365 is only available for Microsoft Dynamics CRM Organizations running version 2016 and above (8.x).
For more information, see [[Dynamics:Global Address|Global Address]].


===[[Dynamics:Personator|Personator]]===
*;License
Personator is an all-in-one contact verification and appending Web service. It allows you to pass in names, addresses, phone numbers, and email addresses; simultaneously parsing them, making conservative corrections, and even appending data derived from the input. It can also leverage all of these inputs to verify whole contact records.
::You must have a valid License Key to perform address validation.
For more information, see [[Dynamics:Personator|Personator]].


==Installation==
#Download the Address Validation for Dynamics 365 solution zip file for CRM 2016 and Dynamics 365.
#Import the Solution into your Microsoft Dynamics CRM/365 organization by following these steps:
##Navigate to '''''Settings → Solutions'''''
##Click on "'''Import Solution'''"
##Click the "'''Browse'''" button and select the .zip solution file downloaded in '''''Step 1'''''.
##Follow the instructions on the screen to import to Solution into your Microsoft Dynamics 365/CRM organization


[[Category:Dynamics CRM]]
 
Once you've installed Dynamics you'll need to license it. For instructions on how to do this, see [[Dynamics CRM:License|Dynamics CRM License]].
 
 
[[Category:Clean Suite for CRM:Dynamics]]

Latest revision as of 22:27, 9 August 2019

← Clean Suite for CRM:Dynamics

Dynamics Navigation
Introduction
License
System Requirements
Quick Start
Configure Address Validation
Workflow Tutorial



Overview

Melissa Data's Add-Ons for Microsoft Dynamics CRM make it easy to capture, clean, and complete your global address data.

Pre-requisites

To use the Address Validation for Dynamics 365, there are two important requirements:

  • Version
Address Validation for Dynamics 365 is only available for Microsoft Dynamics CRM Organizations running version 2016 and above (8.x).
  • License
You must have a valid License Key to perform address validation.

Installation

  1. Download the Address Validation for Dynamics 365 solution zip file for CRM 2016 and Dynamics 365.
  2. Import the Solution into your Microsoft Dynamics CRM/365 organization by following these steps:
    1. Navigate to Settings → Solutions
    2. Click on "Import Solution"
    3. Click the "Browse" button and select the .zip solution file downloaded in Step 1.
    4. Follow the instructions on the screen to import to Solution into your Microsoft Dynamics 365/CRM organization


Once you've installed Dynamics you'll need to license it. For instructions on how to do this, see Dynamics CRM License.

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