Difference between revisions of "Dynamics:Global Verify:Tutorial"
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1. | 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. | ||
[[File: | [[File:Dynamics_GlobalVerify_Tutorial_01_Contacts.png|frame|none|Click '''Contacts''']] | ||
2. | 2. Click '''New''' to create a new '''Contact'''. | ||
[[File: | [[File:Dynamics_GlobalVerify_Tutorial_02_New.png|frame|none|Click '''New''']] | ||
3. | 3. Enter the necessary input information. This includes Full Name, Email, Mobile Phone, and Address. | ||
[[File: | [[File:Dynamics_GlobalVerify_Tutorial_03_Input.png|frame|none|Enter input information]] | ||
4. | 4. Click the '''Global Verify''' button. | ||
[[File: | [[File:Dynamics_GlobalVerify_Tutorial_04_GlobalVerify.png|frame|none|Click the '''Global Verify''' button]] | ||
5. | 5. Ensure the '''Process Date''' field reflects the current date and time. | ||
[[File: | [[File:Dynamics_GlobalVerify_Tutorial_05_Verify.png|frame|none|Verify '''Process Date''']] | ||
6. | 6. Now you can review the processed input details. | ||
*Melissa Global Address Tab: | |||
:[[File:Dynamics_GlobalVerify_Tutorial_06a_Address.png|frame|none|Global Address Tab]] | |||
Melissa | *Melissa Global Email Tab: | ||
[[File: | :[[File:Dynamics_GlobalVerify_Tutorial_06b_Email.png|frame|none|Global Email Tab]] | ||
Melissa | *Melissa Global Phone Tab: | ||
[[File: | :[[File:Dynamics_GlobalVerify_Tutorial_06c_Phone.png|frame|none|Global Phone Tab]] | ||
Melissa | *Melissa Global Name Tab: | ||
[[File: | :[[File:Dynamics_GlobalVerify_Tutorial_06d_Name.png|frame|none|Global Name Tab]] | ||
Melissa Data Address Details | Note: If a second address was entered in the input fields above, it would be processed below in a Melissa Data Address 2 Details section. | ||
7. Click '''Overwrite Input''' button to view possible input value replacements. Select which fields you want to overwrite, and click '''Confirm''' to finalize the changes. | |||
[[File:Dynamics_GlobalVerify_Tutorial_07_Confirm.png|frame|none|Click '''Overwrite Input''' then '''Confirm''']] | |||
[[Category:Clean Suite for CRM:Dynamics]] | [[Category:Clean Suite for CRM:Dynamics]] | ||
[[Category:Dynamics Global Verify]] | [[Category:Dynamics Global Verify]] | ||
Revision as of 23:16, 21 March 2019
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Global Verify Tutorial
Note: In order to use the Global Verify service, you must first configure the License Key and options.
This tutorial will teach you how to use the Global Verify 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.
Click Contacts
2. Click New to create a new Contact.
Click New
3. Enter the necessary input information. This includes Full Name, Email, Mobile Phone, and Address.
Enter input information
4. Click the Global Verify button.
Click the Global Verify button
5. Ensure the Process Date field reflects the current date and time.
Verify Process Date
6. Now you can review the processed input details.
- Melissa Global Address Tab:
Global Address Tab
- Melissa Global Email Tab:
Global Email Tab
- Melissa Global Phone Tab:
Global Phone Tab
- Melissa Global Name Tab:
Global Name Tab
Note: If a second address was entered in the input fields above, it would be processed below in a Melissa Data Address 2 Details section.
7. Click Overwrite Input button to view possible input value replacements. Select which fields you want to overwrite, and click Confirm to finalize the changes.
Click Overwrite Input then Confirm