Dynamics:Global Verify:Tutorial

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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. Hover over the Microsoft Dynamics CRM logo in the upper left hand corner and click the Sales button.

File:Dynamics GlobalVerify Tutorial 01.png

Click Sales

2. Hover over the Sales button on the top ribbion. Then click Contacts.

File:Dynamics GlobalVerify Tutorial 02.png

Click Contacts

3. Click New to create a new Contact.

File:Dynamics GlobalVerify Tutorial 03.png

Click New to create a new Contact

4. Enter all the necessary input information.

File:Dynamics GlobalVerify Tutorial 04.png

Enter input information

5. Click the Global Verify button in the top ribbion.

File:Dynamics GlobalVerify Tutorial 05.png

Click the Global Verify button

6. Ensure the Process Date field reflects the current date and time.

File:Dynamics GlobalVerify Tutorial 06.png

Verify Process Date

7. All of the processed input details are located near the bottom of the form.

Melissa Data Global Name Details:

File:Dynamics GlobalVerify Tutorial 07.png

Global Name Details

Melissa Data Global Email Details:

File:Dynamics GlobalVerify Tutorial 08.png

Global Email Details

Melissa Data Global Phone Details:

File:Dynamics GlobalVerify Tutorial 09.png

Global Phone Details

Melissa Data Address Details:

Address Details

Note: If a second address was entered in the input fileds above, it would be processed below in a Melissa Data Address 2 Details section.