Difference between revisions of "Dynamics:Global Verify:Configuration"
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6. Select | 6. Select the services you would like to use. | ||
[[File: | [[File:Dynamics_GlobalVerify_Configuration_06.png|frame|none|Select services]] | ||
7. Click '''Set''' to save these configurations. This completes the configuration. | 7. Select your desired options for each service. | ||
[[File:Dynamics_GlobalVerify_Configuration_07.png|frame|none|Select options]] | |||
8. Click '''Set''' to save these configurations. This completes the configuration. | |||
[[File: | [[File:Dynamics_GlobalVerify_Configuration_08.png|frame|none|Click '''Set''']] | ||
[[Category:Dynamics CRM]] | [[Category:Dynamics CRM]] | ||
[[Category:Dynamics Global Verify]] | [[Category:Dynamics Global Verify]] | ||
Revision as of 21:21, 17 June 2016
← Clean Suite for CRM:Dynamics
| Global Verify Navigation | ||
|---|---|---|
| Overview | ||
| Installation | ||
| Configuration | ||
| Custom Mapping | ||
| Tutorial | ||
| Fields | ||
|
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. Please enter your Customer ID into the specified field.
File:Dynamics GlobalVerify Configuration 05.png
Enter your customer ID
6. Select the services you would like to use.
File:Dynamics GlobalVerify Configuration 06.png
Select services
7. Select your desired options for each service.
File:Dynamics GlobalVerify Configuration 07.png
Select options
8. Click Set to save these configurations. This completes the configuration.
