DQ Contact Search & Enrich works within the Contact entity and allows users to both search for contacts via certain credentials as well as allowing users to enrich existing contact records.
This is a step-by-step user guide to help you download, install, and configure the latest DQ Contact Search & Enrich solution for Microsoft Dynamics CRM.
*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 DQGContactInfo.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 Search & Enrich control in the Contact entity.
Go to Settings > Customizations > Customize the System
On the sidebar, expand the Entities section, followed by the Contact section and select Forms.
From here, find and click the Contact entity to open the Account form.
Select the text field on which you want to utilize DQG Contact Search & Enrich control.
In our example we have selected DQ Contact Info custom field (double click on field to open control properties or Select field and click on Change properties button from top menu bar) Go to > Control Tab & Click > Add control
Look for DQContactInfo control, click on > Add
Select the modes of utilizing the control, you can select any or all as applicable.
Enter the Authorization Token provided by DQG
Select Ignore Additional Info, You can either select True or False
a) True: Which will ignore the additional information and will not save the additional information.
b) False: Which will save the additional information either in the DQ Additional Info Entity or to Mapped fields.
You can now bind other fields as per your need.
Here we will show you binding for one field, then you can apply same to bind other fields as per your business requirement.
We will bind DQ First Name to First Name CRM Field in Contact entity. The User can bind/configure the DQ First Name with CRM Field “firstname”.
Now we will setup DQ Additional Info grid to display additional information for company.
For our demo we will add Tab on Contact Form and will bind Subgrid to display company’s Additional Information.
Follow either Approach1 or Approach2 shared in Step 6 to Edit Contact form.
You can select One Column Tab from Insert section of Menu.
Update Tab label to ‘DQ Additional Info’
Now to add Sub Grid for Additional Info, select newly created ‘DQ Additional Info’ tab and click on Sub-Grid Menu Item from top Menu
Set Properties Dialog will appear as shown below, we will need to update Data Source Section.
Using Data Source section, we can bind DQ Additional Info entities data.
First give any valid Unique Name in Name field.
After that inside Data Source Section, we will select ‘DQContactAdditionalInfos’ Entity and DQAdditionalInfoView as Default View
Now to show more rows of Additional Info data, we will update Number of Rows field to 10 in Formatting Tab. After that click OK to close Properties Dialog
Once you have completed your configurations, Save and Publish the form.
Once your customization has been published, go to the same form you published the control. In our example we applied it to the Contact entity, Go to > New
Go to the configured field and click on DQ Contact Info Search Button.
A Search Criteria Pop up will be open, which will allow user to search Contact details using various Parameters. In below example we are searching for contacts with Company Name = DQ Global. After entering parameters, click on Search button.
After you click Search button Results will be shown in next Screen as per Search Criteria.
On This screen you can Re-Search with Additional Role and Level Parameters using Dropdowns provided.
We are supporting below Roles and Level for Searching
You can use ‘Get Full Info’ Button to retrieve Contacts Full Information.
Note: This Request will use available DQ Credits for retrieving Full information.
On Full Information Screen, use will able to see Contacts details and can create new contact with that information by clicking on Save Contact Button.
Once you click on Save Contact, you will be redirected to newly created Contact
If you had set “Ignore Additional Info” as False (Enum) so that Additional information will be stored, then additional information will also be updated in DQ Additional Info Tab
Additional information will be shown as below in the new tab we added in Step 15.
Note: Depending on Data available for each Contact Additional information will vary.
i.e., for some Contacts we will get more information and for some we might get less information
Note, Additional information can be stored in DQ Additional Info Entity as shown in Step 27 or you can Map it Custom or System Field instead.
For example, we will map ‘Linked URL’ and ‘Twitter URL’ Additional information to Fields instead of DQ Additional Info Entity
For Storing Linked URL and Twitter URL Additional information to Fields instead of DQ Additional Info Entity, we need to map ‘LinkedIn URL’ and ‘Twitter URL’ fields to Custom or System Field.
In our case we are mapping those to custom fields ‘dqg_linkedinurl’ and ‘dqg_twitterurl’ as shown below
Save and Publish the form.
Now again go to Contact’s form and Search for Same Contact information When you navigate to newly created Contact you will notice that this time LinkedIn URL and Twitter URLs value are updated in fields we mapped (in our case dqg_linkedinurl & dqg_twitterurl)
Also note that now LinkedIn URL and Twitter URL values will not be stored in DQ Additional Info Entity as we mapped those to fields.
For updating existing Contact information, you can navigate to that existing contact.
Now again click on ‘DQ Contact Info Search’ button
This time as we are having existing contact, so will by default show values from existing contact in Search Criteria Screen
Now user can select values he wants to use for searching contact and then click on Search button
DQ API will use search criteria values to find matching Contacts. Now select the contact for which you want to get Full Information and click on ‘Get Full Info’ Button
When you click on ‘Get Full Info’ button, this time as we are having existing contact, so DQ Control will compare data retrieved from DQ APIs with existing contact and show that in Popup for review.
• If Existing and New value retrieved from API are same, then we disabled those values.
• If Existing and New values are different then user can select either of value by clicking on Radio button.
After user is done with Review and Selection of values, he can click on ‘Update Contact’ button.
Now you can see values selected getting updated on form for existing contact.
Note: While Updating also Additional info data is stored as it was done with New Contacts.