Dynamics:Global Verify:Configuration: Difference between revisions
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6. Select | 6. Select the services you would like to use. | ||
[[File: | [[File:Dynamics_GlobalVerify_Configuration_06.png|frame|none|Select services]] | ||
7. Click '''Set''' to save these configurations. This completes the configuration. | 7. Select your desired options for each service. | ||
[[File:Dynamics_GlobalVerify_Configuration_07.png|frame|none|Select options]] | |||
8. Click '''Set''' to save these configurations. This completes the configuration. | |||
[[File: | [[File:Dynamics_GlobalVerify_Configuration_08.png|frame|none|Click '''Set''']] | ||
[[Category:Dynamics CRM]] | [[Category:Dynamics CRM]] | ||
[[Category:Dynamics Global Verify]] | [[Category:Dynamics Global Verify]] |
Revision as of 21:21, 17 June 2016
← Clean Suite for CRM:Dynamics
Global Verify Navigation | ||
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Overview | ||
Installation | ||
Configuration | ||
Custom Mapping | ||
Tutorial | ||
Fields | ||
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Configuring Global Verify
1. Begin by navigating to settings in the top ribbon. First, hover over Microsoft Dynamics CRM in the upper left hand corner; then click Settings in the menu that drops down.
2. Hover over the Settings button in the ribbon. Next, click Solutions.
3. Click the Melissa Data Global Verify solution under Display Name.
4. Click Configuration in the solution pane located on the left side of the window.
5. Please enter your Customer ID into the specified field.
6. Select the services you would like to use.
7. Select your desired options for each service.
8. Click Set to save these configurations. This completes the configuration.