Dynamics:Global Verify:Configuration: Difference between revisions

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Created page with "{{DynamicsGlobalVerifyNav}} {{CustomTOC}} ==Configuring Global Verify== 1. Begin by navigating to settings in the top ribbon. First, hover over '''Microsoft Dynamics CRM'''..."
 
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3. Click the Melissa Data Global Verify Plugin.
3. Click the Melissa Data Global Verify solution under '''Display Name'''.


[[File:Dynamics_GlobalVerify_Configuration_03.png|frame|none|Click the Global Verify plugin]]
[[File:Dynamics_GlobalVerify_Configuration_03.png|frame|none|Click the Global Verify solution under '''Display Name''']]




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6. Select your desired options.
6. Select your desired options, default country, line separator, etc.


[[File:Dynamics_Global Verify_Configuration_06.png|frame|none|Select options]]
[[File:Dynamics_Global Verify_Configuration_06.png|frame|none|Select options]]




7. Select your desired output options.
7. Click '''Set''' to save these configurations. This completes the configuration.
 
[[File:Dynamics_GlobalVerify_Configuration_07.png|frame|none|Select output options]]
 
 
8. Click '''Set''' to save these configurations. This completes the configuration.
[[File:Dynamics_GlobalVerify_Configuration_08.png|frame|none|Click '''Set''']]
[[File:Dynamics_GlobalVerify_Configuration_07.png|frame|none|Click '''Set''']]




[[Category:Dynamics CRM]]
[[Category:Dynamics CRM]]
[[Category:Dynamics Global Verify]]
[[Category:Dynamics Global Verify]]

Revision as of 21:30, 27 April 2016

← Clean Suite for CRM:Dynamics

Global Verify Navigation
Overview
Installation
Configuration
Custom Mapping
Tutorial
Fields
Result Codes
Result Codes



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.

File:Dynamics GlobalVerify Configuration 01.png
Click Settings


2. Hover over the Settings button in the ribbon. Next, click Solutions.

File:Dynamics GlobalVerify Configuration 02.png
Click Solutions


3. Click the Melissa Data Global Verify solution under Display Name.

File:Dynamics GlobalVerify Configuration 03.png
Click the Global Verify solution under Display Name


4. Click Configuration in the solution pane located on the left side of the window.

File:Dynamics GlobalVerify Configuration 04.png
Click Configuration


5. Please enter your Customer ID into the specified field.

File:Dynamics GlobalVerify Configuration 05.png
Enter your customer ID


6. Select your desired options, default country, line separator, etc.

File:Dynamics Global Verify Configuration 06.png
Select options


7. Click Set to save these configurations. This completes the configuration.  

File:Dynamics GlobalVerify Configuration 07.png
Click Set