Dynamics:Express Entry:Tutorial

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Express Entry Tutorial

Note: In order to use the Express Entry service, you must first configure the License Key and settings.

This tutorial will teach you how to use the Express Entry solution in Microsoft Dynamics CRM in the Contact entity.

1. Begin by navigating to the Contacts section. To do this, click the down arrow next to Sales, then click Sales, and then click Contacts under the Customers category.

Dynamics ExpressEntry Tutorial 01 - Contacts - Melissa Wiki
Click Contacts

2. Click New to create a new Contact.

Dynamics ExpressEntry Tutorial 02 - New - Melissa Wiki
Click New

3. In the contact entity, if you have not already, our Express Entry plugin will add the out-of-the-box fields for Address 1 and Address 2. Express Entry auto-complete will appear when you type a certain amount of characters into the "Address 1: Street 1" or "Address 2: Street 1" fields. By default, this is set to three characters.

Dynamics ExpressEntry Tutorial 03 - Address Fields - Melissa Wiki
Address Fields

Auto-complete Example

As an example for auto-complete: If you start typing '238' into the Address 1: Street 1 field, auto-complete will appear and give multiple entry suggestions. The number of suggestions appearing is based on your configuration settings.

Dynamics ExpressEntry Tutorial 03b - Auto-Complete - Melissa Wiki
AutoComplete Example

Selecting 238 Clover Hollow Ct from the suggestions will automatically fill in the appropriate fields for the contact. The same behavior applies for Address 2.

Dynamics ExpressEntry Tutorial 03c - Filled Fields - Melissa Wiki
Filled Fields Example

Search Limit Example

You can also limit where you would like to search based on City, State, Postal Code, and/or County.

For example: In State, type 'CA' for California.

Dynamics ExpressEntry Tutorial 04 - Search Limit - Melissa Wiki
Search Limit Example

Now type '238' into the "Address 1: Street 1" field. Results will pop up with addresses based on California. You can narrow down your results more by specifying the city, postal code, and country.

Dynamics ExpressEntry Tutorial 04b - Limited Output - Melissa Wiki