Dynamics:Global Verify:Configuration

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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. Enter your License Key into the specified field.

File:Dynamics GlobalVerify Configuration 05.png
Enter your License Key


6. Select the services you would like to use.

File:Dynamics GlobalVerify Configuration 06.png
Select services


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
Select Email Option


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:Dynamics GlobalVerify Configuration 08.png
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
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.

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.

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.

Select the Overwrite Input option


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

Click Set