Dynamics:Global Verify:Configuration: Difference between revisions
No edit summary |
No edit summary |
||
| Line 25: | Line 25: | ||
5. | 5. Enter your Customer ID into the specified field. | ||
[[File:Dynamics_GlobalVerify_Configuration_05.png|frame|none|Enter your customer ID]] | [[File:Dynamics_GlobalVerify_Configuration_05.png|frame|none|Enter your customer ID]] | ||
| Line 35: | Line 35: | ||
7. Select your desired | 7. Select your desired option for the Email Option. The '''Premium''' version of the service requires a subscription and will incur additional fees. For more information, see [[Global Email]]. | ||
[[File:Dynamics_GlobalVerify_Configuration_07.png|frame|none|Select | [[File:Dynamics_GlobalVerify_Configuration_07.png|frame|none|Select Email Option]] | ||
8. Click '''Set''' to save these configurations. This completes the configuration. | 8. Select your desired option for the Phone Option. 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_08.png|frame|none|Select Phone Option]] | ||
9. Select your desired options for the Name Options. These options determine how aggressive the name parsing can be. For more information, see [[Global Name]]. | |||
[[File:Dynamics_GlobalVerify_Configuration_09.png|frame|none|Select Name Options]] | |||
10. Select your desired options for the 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:Dynamics_GlobalVerify_Configuration_10.png|frame|none|Select Address Options]] | |||
11. If you would like the Global Verification Solution to process your input fields every time a record is saved, please check the '''Verify On Save''' option. | |||
[[File:Dynamics_GlobalVerify_Configuration_11.png|frame|none|Select the '''Verify On Save''' option]] | |||
12. If you would like the Global Verification Solution to overwrite your input fields as well as fill in some of the out of the box fields where available, please check the '''OVerwrite Input''' option. If left unchecked, the service will simply fill-in the fields created for our service. | |||
[[File:Dynamics_GlobalVerify_Configuration_12.png|frame|none|Select the '''Overwrite Input''' option]] | |||
13. Click '''Set''' to save these configurations. This completes the configuration. | |||
[[File:Dynamics_GlobalVerify_Configuration_13.png|frame|none|Click '''Set''']] | |||
[[Category:Dynamics CRM]] | [[Category:Dynamics CRM]] | ||
[[Category:Dynamics Global Verify]] | [[Category:Dynamics Global Verify]] | ||
Revision as of 18:00, 15 August 2016
← Clean Suite for CRM:Dynamics
| Global Verify Navigation | ||
|---|---|---|
| Overview | ||
| Installation | ||
| Configuration | ||
| Custom Mapping | ||
| Tutorial | ||
| Fields | ||
|
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. Enter your Customer ID into the specified field.
6. Select the services you would like to use.
7. Select your desired option for the Email Option. The Premium version of the service requires a subscription and will incur additional fees. For more information, see Global Email.
8. Select your desired option for the Phone Option. The Premium version of the service requires a subscription and will incur additional fees. For more information, see Global Phone.
9. Select your desired options for the Name Options. These options determine how aggressive the name parsing can be. For more information, see Global Name.
10. Select your desired options for the 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.
11. If you would like the Global Verification Solution to process your input fields every time a record is saved, please check the Verify On Save option.
12. If you would like the Global Verification Solution to overwrite your input fields as well as fill in some of the out of the box fields where available, please check the OVerwrite Input option. If left unchecked, the service will simply fill-in the fields created for our service.
13. Click Set to save these configurations. This completes the configuration.
