Dynamics:Global Verify:Configuration

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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.

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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.

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Click the Global Verify solution under Display Name

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

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Click Configuration

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

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Enter your customer ID

6. Select the services you would like to use.

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Select services

7. Select your desired options for each service.

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Select options

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

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Click Set