DQ Lead Search & Enrich works within the Lead entity and allows users to both search for leads via certain credentials as well as allowing users to enrich existing lead records.
This is a step-by-step user guide to help you download, install, and configure the latest DQ Lead 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 DQGLeadInfo.zip file.
If you have already installed DQ Additional Info solution, then you can ignore step 3 and 4 and continue with step 5.
Now, we will install DQG Additional Info Solution it will be used to store Additional information retrieved for company.
Download the DQ Additional Info solution.
Go to Dynamics 365 Settings > Solutions > Import and select the DQAdditionalInfo_1_0_0_0_managed.zip file.
Click Next and Publish All Customization.
Once completed, you need to include the DQG Lead Info control in the Lead entity.
Go to Settings > Customization > Customize the System
Expand the ‘Entities’ section,
Find the Lead entity to add the DQ Lead Info control, and then select ‘Forms’ on the appropriate entity:
Here we have selected Entities> Lead> Forms,
Select the appropriate form layout and select Form Properties.
Select the text field on which you want to utilize DQG Lead Info control.
In our example we have selected DQ Lead 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 > Controls Tab & Click > Add control
Look for DQLeadInfo 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 DQ Global.
Select Ignore Additional Info, you can either select True or False.
True: Which will ignore the additional information and will not save the additional information.
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 Lead 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 Lead Form and will bind Subgrid to display company’s Additional Information.
Follow either Approach1 or Approach2 shared in Step 6 to Edit Lead 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 ‘DQLeadAdditionalInfos’ 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 Lead entity, Go to > New
Go to the configured field. In our case DQ Lead type the Lead Email you wish to search for. The control will communicate the DQG Info API and retrieve the Lead information along with company details.
You can click on Folder Icon (First Icon) for searching Company Information using Email Provided.
You can click on Person icon to retrieve Contact information from Email provided.
You can click on Mail icon to Email using default Email handler.
You can click on Globe icon to open Website URL in new tab from the domain name of Email provided.
Go to the configured field and click on DQ Lead Info Search Button.
Once you enter Email and search for the Company information by clicking on first Icon i.e., Folder Icon, a popup will be shown with retrieved information from DQ API. Now you can click on Save Account button to Create New Lead with information retrieved.
While navigating to new Lead you will receive below alert, just click ‘Leave’ to navigate to new Lead
After you are redirected to newly created Lead you can review it.
Note new Lead can be created either by Finding Company Information as shown in step 24 or by finding Contact (Lead) information by clicking on Person Icon.
When you click on Person Icon, Search Criteria Pop up will be open, which will allow user to search Lead details using various Parameters. In below example we are searching for leads with provided Email. You can enter additional parameters. Now 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 Leads Full Information.
Note: This Request will use available DQ Credits for retrieving Full information
On Full Information Screen, you will be able to see Lead details and can create new lead with that information by clicking on Save Contact Button.
Once you click on Save Contact, you will be redirected to newly created Lead.
While navigating to new Lead you will receive below alert, just click ‘Leave’ to navigate to new Lead.
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 previously added.
Note: Depending on Data available for each Lead Additional information will vary.
i.e., for some Leads 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 previously or you can Map it to a Custom or System Field instead.
For example, we will map ‘Company Linked URL’ Additional information to Fields instead of DQ Additional Info Entity
For Storing Company Linked URL Additional information to Field instead of DQ Additional Info Entity, we need to map ‘Company LinkedIn URL’ field to Custom or System Field
In our case we are mapping those to custom field ‘new_twitterurl’ as shown below
Save and Publish the form.
Now again go to Lead’s form and Search for Same Lead information.
When you navigate to newly created Lead you will notice that this time LinkedIn value is updated in field we mapped (in our case new_linkedinurl).
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 Lead information, you can navigate to that existing lead.
You can enter Email in DQ Lead Info field and click on Person Icon.
This time as we are having existing lead, so will by default show values from existing Lead in Search Criteria Screen. Now user can select values he wants to use for searching lead and then click on Search button
DQ API will use search criteria values to find matching Leads. Now select the lead 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 lead, so DQ Control will compare data retrieved from DQ APIs with existing lead 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 lead.
Note: While Updating also Additional info data is stored as it was done with New Leads.