DQ Contact Bulk Search & Enrich works within the Account entity and allows users to search for contacts affiliated with a company and then create contacts in the Contact entity and link them to that particular Account. This will also allow to enrich existing contacts with updated information.
This is a step-by-step user guide to help you download, install, and configure the latest Contact DQ Bulk Search & Enrich solution for Microsoft Dynamics CRM.
Firstly, download the following:
DQ Bulk Contact Search & Enrich
*The DQ Additional Info solution is used to store additional information retrieved from the DQ Capture Solutions. If you have previously installed this solution you can ignore this step.
Go to Dynamics 365 Settings > Solutions > Import and select the Bulk_Contact_RampedUp.zip file.
Also, if you haven't installed the DQ Additional Info solution already, go to Dynamics 365 Settings > Solutions > Import and select the DQAdditionalInfo_1_0_0_0_managed.zip file.
Click Next and then Publish All Customization.
Once completed, you need to include the DQ Contact Bulk Search & Enrich control in the Account entity.
Go to Settings > Customizations > Customize the System
On the sidebar, expand the Entities section, followed by the Account section and select Forms.
From here, find and click the Account entity to open the Account form.