Dynamics:Global Verify:Configuration: Difference between revisions
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==Configuring Global Verify== | ==Configuring Global Verify== | ||
1. Begin by navigating to | 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: | [[File:Dynamics_GlobalVerify_Configuration_01_Settings.png|frame|none|Click '''Settings''']] | ||
2. | 2. Then click '''Solutions''' in the '''Customization''' category. | ||
[[File: | [[File:Dynamics_GlobalVerify_Configuration_02_Solutions.png|frame|none|Click '''Solutions''']] | ||
3. Click the | 3. Click the '''MDGlobalPlugin''' under '''Display Name'''. | ||
[[File: | [[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. | 4. Click '''Configuration''' in the solution pane located on the left side of the window. | ||
[[File: | [[File:Dynamics_GlobalVerify_Configuration_04_Configuration.png|frame|none|Click '''Configuration''']] | ||
5. Enter your | 5. Enter your License Key into the '''License''' field. | ||
[[File: | [[File:Dynamics_GlobalVerify_Configuration_05_LicenseKey.png|frame|none|Enter your License Key]] | ||
6. Select the | 6. Select the '''Melissa Webservices''' you would like to use. | ||
[[File: | [[File:Dynamics_GlobalVerify_Configuration_06_Webservices.png|frame|none|Select services]] | ||
7. Select your desired | 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: | [[File:Dynamics_GlobalVerify_Configuration_07_AddressOptions.png|frame|none|Select Address Options]] | ||
8. Select your desired | 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: | [[File:Dynamics_GlobalVerify_Configuration_08_EmailOptions.png|frame|none|Select Email Options]] | ||
9. Select your desired options for | 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: | [[File:Dynamics_GlobalVerify_Configuration_09_PhoneOptions.png|frame|none|Select Phone Options]] | ||
10. Select your desired options for | 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: | [[File:Dynamics_GlobalVerify_Configuration_10_NameOptions.png|frame|none|Select Name Options]] | ||
11. | 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:Clean Suite for CRM:Dynamics]] | |||
[[Category:Dynamics | |||
[[Category:Dynamics Global Verify]] | [[Category:Dynamics Global Verify]] | ||
Latest revision as of 00:30, 21 March 2019
← Clean Suite for CRM:Dynamics
| Global Verify Navigation | ||
|---|---|---|
| Overview | ||
| Installation | ||
| Configuration | ||
| Custom Mapping | ||
| Tutorial | ||
| Fields | ||
|
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.
2. Then click Solutions in the Customization category.
3. Click the MDGlobalPlugin under Display Name.
4. Click Configuration in the solution pane located on the left side of the window.
5. Enter your License Key into the License field.
6. Select the Melissa Webservices you would like to use.
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.
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.
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.
10. Select your desired options for Name Options. These options determine how aggressive the name parsing can be. For more information, see Global Name.
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.
12. Click Save All Settings to save these configurations. This completes the configuration.
