Legacy:Dynamics:Global Verify:Tutorial: Difference between revisions
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Created page with "{{LegacyDynamicsGlobalVerifyNav}} {{CustomTOC}} ==Global Verify Tutorial== Note: In order to use the Global Verify service, you must first configure the License Key and opt..." |
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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:Legacy:Clean Suite for CRM:Dynamics]] | [[Category:Legacy:Clean Suite for CRM:Dynamics]] | ||
[[Category:Legacy:Dynamics Global Verify]] | [[Category:Legacy:Dynamics Global Verify]] | ||
Latest revision as of 00:24, 13 March 2021
← Legacy Clean Suite for CRM:Dynamics
| Global Verify Navigation | ||
|---|---|---|
| Overview | ||
| Installation | ||
| Configuration | ||
| Custom Mapping | ||
| Tutorial | ||
| Fields | ||
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Global Verify Tutorial
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.
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.
2. Click New to create a new Contact.
3. Enter the necessary input information. This includes Full Name, Email, Mobile Phone, and Address.
4. Click the Global Verify button.
5. Ensure the Process Date field reflects the current date and time.
6. Now you can review the processed input details.
- Melissa Global Address Tab:
Global Address Tab
- Melissa Global Email Tab:
Global Email Tab
- Melissa Global Phone Tab:
Global Phone Tab
- Melissa Global Name Tab:
Global Name Tab
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.
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.
