Difference between revisions of "Dynamics:Global Verify:Configuration"

From Melissa Data Wiki
Jump to navigation Jump to search
(Created page with "{{DynamicsGlobalVerifyNav}} {{CustomTOC}} ==Configuring Global Verify== 1. Begin by navigating to settings in the top ribbon. First, hover over '''Microsoft Dynamics CRM'''...")
 
Line 15: Line 15:




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''']]




Line 30: Line 30:




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.


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


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


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


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