DQ Phone Authentication works across all entities and allows users to identify whether or not a phone number is authentic.
This is a step-by-step user guide to help you download, install, and configure the latest DQ Phone Authentication solution for Microsoft Dynamics CRM.
Note: Please ensure you have the necessary permissions to access Customization within Dynamics 365 Advanced Settings.
1. Firstly, download the following:
*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.
2. Head to Advanced Settings.
Go to Dynamics 365 Settings > Solutions.
From here, select Import.
Select Choose file, select the DQ_Phone_Authentication.zip file, then select Next.
After the import has finished, select Close within the dialog box.
3. If you have already installed the DQ Additional Info solution, then you can ignore step 4 and continue with step 5.
4. Download the DQ Additional Info solution if not done already, then select Import and select the DQ_Additional_Info.zip file. After the import has been successful, close the dialog box.
5. After both solutions have been successfully imported, select Publish All Customizations.
Once published, you need to include the DQ Phone Authentication control in the relevant entity. In this example we will apply the DQ Phone Authentication Control to the Contact Entity. To configure the solution:
Within the Advanced Settings, Go to Settings > Customization > Customize the System.
Expand the Entities section.
Find the Entity you wish to add the DQ Phone Authentication functionality to and then select ‘Forms’ on the appropriate entity
Select the appropriate form layout that wish to add the control. In this example, we have selected Entities > Contact > Forms > Contact.
6. Select the Phone field which you would like to add the DQ Phone Authentication functionality.
7. In our example we have selected the telephone1 (Business Phone) field. Double click on field to open control properties.
8. Head to the Controls tab and select Add Control…
9. Select DQ Phone Authentication and select Add.
10. Select the platforms in which you would like to utilise the control. (If unsure, select all 3).
11. Select the third party provider you would like to use from the list provided.
12. Enter the API Key and password provided to you by DQ Global.
Enter API Key.
13. Update Endpoint URL if it’s different than the default one provided.
14. Update the Default Country ISO 2 if applicable.
15. Map Authentication Date to an existing field if desired. If unmapped, Authentication Date can be found within Additional Info.
16. Map Authentication Result to an existing field if desired. If unmapped, Authentication Result can be found within Additional Info.
17. Make sure Initiate Request is set to Button.
18. Enable Additional Info to True if you would like to return additional information from your selected Third-Party provider.
19. All remaining fields are optional and can be mapped if desired. If left unmapped, they will populate the Additional Info table.
If you have previously installed and configured the DQ Additional Info Solution, you can ignore this section.
We will now setup the DQ Additional Info grid.
20. Select One Column (1 Tab) from the Insert section.
Update the Tab label to ‘DQ Additional Info’.
21. To add the Sub Grid for Additional Info, select the newly created ‘DQ Additional Info’ tab and click on the Sub-Grid Menu Item from the top menu.
The Set Properties dialog box will appear as shown below, we will need to update the Data Source Section.
22. Using the Data Source section, we can bind the DQ Additional Info entities.
Firstly, give any valid Unique Name in Name field.
After, inside Data Source Section, we will select the ‘DQAccountAdditionalInfos’ Entity and 'DQAdditionalInfoView' as Default View.
23. To show more rows of Additional Info data per page, we will update the Number of Rows field to 10 within the Formatting Tab.
After, select OK to close the dialog box.
24. Once you have completed your configurations, Save and Publish the form.
25. Once your customizations have been published, go to the same form you published the control. (In our example we applied it to the Contact entity).
26. Go to New.
Note: If you have enabled Additional Info then you must save the record before DQ Email Authentication will work.
The DQ Phone Authentication control should look like this:
27. Enter a phone number to test the DQ Email Authentication solution.
An authentic phone number return a green tick as seen below:
An inauthentic phone number however, will return a red cross as seen below:
After authenticating a phone number, the tool will populate the Additional Info table if Additional Info was set to 'True' within configuration.