Melissa Quality Solutions for Dynamics™, Data Verified at the Click of a Button! CRM

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By Samuel Chung, QA Programmer

Microsoft Dynamics® CRM has served as an important tool for many organizations to keep track of various key details such as Contacts, Leads, Competitors, and Invoices--in order to maintain overall business success. With Melissa's Dynamics CRM plugins, you can easily verify contact information at the click of a button.

Our plugins are easy to install, configure, and use. Know your contact information is clean and verified when you choose our data quality solutions. Install Global Verify, Personator, or Business Coder and ensure that your contact information is accurate and up-to-date.

Global Verify

Do you have data in your Dynamics CRM environment that requires validation on the global scale? Then, our Global Verify Solution may fit your needs. Global Verify validates names, email addresses, phone numbers, and addresses for over 240 countries.

Here is an example of our service in action: input with a name, email, phone number, and an address into the contact record.

img-global-input[1].png

After running our service, the results are as shown:

img-global-output[1].png

Scroll down to the bottom of the page, you can see more detailed results as returned by the service. Here is an example of our phone and address details.

img-global-phone-address[1].png

In addition, our premium Global Email and Global Phone services offer options such as live validation of those inputs. These services come at an additional cost, but will give you results in real-time. To activate, change your configuration from "Express" to "Premium" for each respective service.

img-global-email-phone-premium[1].png
Personator

The Personator web service will help you enrich your data for records within the United States and Canada. If your contact record is incomplete--say you only have a name and address--Personator will enrich your record by appending contact data such as an email address or phone number. In addition, it can also append demographics as well as census data.

Here is Personator at work:
img-personator-input[1].png

After the input has been analyzed, here are the results:

img-personator-output[1].png

Again, if you would like to see the details of the response, please scroll down to the details section of the page.

img-personator-output-details[1].png

For a full list of all possible outputs, please visit the wiki page for each service.

Business Coder

Our Business Coder Solution will append firmographic information, such as revenue, number of employees, SIC/NAICS codes, and business phones. Input using various options, such as website, stock ticker, or address details. Choose which information you want to display or hide.

img-business-coder-1[1].jpgimg-business-coder-2[1].jpg

Dynamics CRM Options

In order to allow users to have more control over how our solutions might work in their environment, we have put certain options in the Configuration of each of our solutions.

Limiting Output

Often, you may not require every single service or field that our solutions offer. For example, if you are using our Global Verify Solution but do not require the use of service outside address verification, you can choose not to run those services. 

In the Configuration tab in the solution explorer, you can uncheck the undesired services at the top. Once unchecked, these fields and tabs will be hidden on the form in order to prevent users from being overwhelmed with unnecessary information. 

This is also true for our Personator and Business Coder solutions. In the section titled "Output Options," you can select which columns to output. The output options that are left unchecked will be hidden on the form as well. All of the output options that are left unchecked will not be sent to the web service. In other words, you will not be charged for fields you do not need on your subscription. 

Here we have a contact with all the output fields available.

img-dynamics-options-1[1].png

We disable some of the options that we do not need:

img-output-options[1].png

And all the corresponding fields are now gone from the output.

img-dynamics-options-2[1].png

Verify On Save and Hide Button

img-personator-save[1].png




These two options work hand in hand. The "Verify On Save" option will allow users to fire the desired service, such as Personator, every time a record is saved. The "Hide Button" option will allow users to hide the "Personator" button that is present on the command ribbon when creating or editing a record. This will allow users to customize their use of these services; particularly if they find certain options undesirable.


Overwrite Input


This option will allow users to choose whether or not they would like our services to fill in the out-of-the-box fields in Dynamics CRM. For example, if a user would like to correct the user input for the address using our Personator service, they can leave this option checked in the configuration. In addition, this will allow users to fill in other out of the box fields wherever applicable, such as the longitude and latitude fields when using our Personator or Global Verify solutions. As you can see in the image below, the phone number was added to the Contact as well as the Street Name corrected from "Glenmont" to "Glenmont Dr."


img-overwrite-input[1].png




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