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Microsoft Dynamics 365 - Validation tracking fields

Please make sure you are in the Classic Interface.

You will need a Experian Address, Email or Phone Validation Licence to be able to use this function.

Activate this optional functionality to store the validation results together with the validated address, emails, or phone numbers. The results will be stored in the same entity you create this field in. Top do this:

  1. From the main dashboard drop-down menu, click Settings, then Customizations, and then Customize the System.

  2. In the left panel, expand Entities, then expand the entity you want to add the fields to (e.g. Account), and click Forms under the chosen entity.

  3. Click on the form you want to add the field to (e.g. Account Quick Create), which will open a new window.

  4. From the Field Explorer on the right-hand side, find the new fields you created and drag and drop them into the location you want on the form.

  5. Select each field and click Change Properties from the top menu bar.

  6. In the pop-up window, ensure the Visible by default box is checked in the display tab and click OK.

  7. Click Save and then Publish.

  8. You can now close the pop-up window to get back to the customization dashboard.