There are two ways you can install the Experian Data Validation Microsoft Dynamics 365 PCF Control solution:
You should then be taken to your environment and see the Experian Data Validation for Dynamics 365 CRM solution in the app list and its status.
This will install into the environment you have selected, but also at the tenant level. This means you then can activate the solution in other environments. To do this, view this Microsoft Dynamics 365 guide.
Our Sales team will then be in touch to get you set up with licenses and provide you with authentication tokens. They will contact you via the details you entered while installing the solution.
To import the solution files:
Select Advanced settings in the settings dropdown menu to the top right.
Click the arrow to the right of Settings in the main header and then click Solutions under the Customization sub-menu.
Click Import in the top bar of the All Solutions window.
Click Choose file in the Import Solution pop-up window and select the Experian Data Validation for Microsoft Dynamics 365 zip file on your computer.
Click Next and then click Import to begin the import process.
Click Close once this is complete.
From v4.1 onwards the Experian Data Validation for Microsoft Dynamics 365 solution has a built-in security role named ExperianDataValidationRole that should be assigned to users or teams (other than system administrators) that require access to the solution. The security role grants the following access to entities.
|Custom Entity||Access Level for user with security role|
|Address validation token||Read|
|Email validation token||Read|
|Phone validation setting||Read|
|Customization Entity||Access Level for user with security role|
If the user does not have the access levels shown above then the solution will fail with "insufficient permission" errors reported.
Follow the steps below to add the security role to a team (similar steps can be used to assign the role to a user):
You can follow the same steps as found under the Installing tab above if you are upgrading a previous version. Note that if you are uploading the file directly, the only difference is that it will notify you: "This solution package contains an update for a solution that is already installed".
If you are upgrading from version 4.0.163 delete the security role that was created manually in that version as the security role is now built into the solution. Follow the steps below to delete the v4.0.163 security role:
From the Classic view, go to Settings > Customizations > Customize the System.
Expand the Security Roles in the left panel and locate the role ExperianDataValidationRole and delete it.
If you are doing this after the import, there will be two security roles with the same name. In this case delete the one that is of State Unmanaged as shown below.
If you are upgrading from a version earlier than 4.0.163, visit the Products page of Experian Data Validation Configuration Power App in order for final upgrade actions to be initiated. The actions will be automatically initiated when you visit the page and upon successful completion you will see the notification "The upgrade was successful" displayed in the header of the page.