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 Customer ID 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 Sales button on the top ribbon. Then click Contacts.

File:Dynamics GlobalVerify Tutorial 01.png

Click Contacts

2. Click New to create a new Contact.

File:Dynamics GlobalVerify Tutorial 02.png

Click New to create a new Contact

3. Enter a first name and last name into the appropriate fields, then click Done.

File:Dynamics GlobalVerify Tutorial 03.png

Enter information and click Done

4. Enter the input information. Address will be entered in this example.

File:Dynamics GlobalVerify Tutorial 04.png

Enter input information

5. Click the Verify Address 1 button in the top ribbon.

File:Dynamics GlobalVerify Tutorial 05.png

Click Verify Address 1 button

6. Check that the Process Date field reflects the current date and time.

File:Dynamics GlobalVerify Tutorial 06.png

Verify Process Date

7. Scroll down to view the detailed output.

File:Dynamics GlobalVerify Tutorial 07.png

Scroll to view output