This article covers how to setup the Melissa Personator to be used on your Dynamics 365 Account and Contact Model Driven forms and how to expand usage of Personator using Workflows. These steps must be done by an administrator or a user with system configuration privileges.

TABLE OF CONTENTS

• Personator Configuration Steps
  • 1. Create a Melissa Personator API Configuration
  • 2. Create Field Mapping 
  • 3. Using Personator  
    • Working with Model Driven Forms
    • Working with Workflows

Personator Configuration Steps

1. Create a Melissa Personator API Configuration

• Navigate to API Configuration
• Create a new API Configuration with Service Type = Melissa Personator

See the detailed steps here. Make sure the API key is validated successfully.  

2. Create Field Mapping 

Field mapping allow to map your table and fields to values returned by Personator. 

• Navigate to Field Mappings
• Create a new record
• General Tab
  • Pick a name, the table where your data is located (in our screenshots, we are using Contact)
  • Pick the API Configuration
• Address Fields Tab
  • Pick the fields (or columns) containing the address information
• Melissa Personator Tab
  • General Configuration Section
    • Display Button on Forms : Currently only available for Account and Contact. If set to yes, a Personator button will appear on Account or Contact forms.
    • Overwrite existing data with verified data : defaults to yes, it is recommended to not change as this is to support a legacy feature that is being deprecated. 
    • Validation Details fields : you can make this to a field on your table where the result from Personator will be saved.
  • Actions & Additional Perameters Section
    • Check, Append, Verify, Move : Refers to Melissa Personator's actions. Enable the ones that you want to use as part of your Personator API Call.
    • Personator Columns : Refers to the columns that are returned by Personator. To make the request faster, only select the set of columns that you need. 
  • Input Section
    • Select the fields containing additional input for Personator (name, phone number etc.)
  • Personator Fields Mapping
    • If the subgrid is empty, you can click on the 'Insert Columns' button to populate it. It will be populated will all columns that can possibly be returned by Personator (column API Output Name).
    • Open the Personator output field you need and pick a Dataverse mapping using the 'Destination field' value.

3. Using Personator  

Working with Model Driven Forms

If you are working with the Contact or Account tables and have selected 'Display Button on Forms', simply navigate to the form for the entity type. 

You will see the Personator button appear and should be able to use it right away.

If you are working with other tables, you refer to the section below on how to use Personator in a workflow, and make the workflow available to your users from the entity form. 

Working with Workflows

You can use the Personator Custom Workflow step to run this operation in a workflow. 

• Open the Maker Portal, navigate to the Solutions area and create a new solution
• Create a new Workflow
• Enter the Name, the Table and if you want the workflow to run in the background (asynchronous) or not 
• When the workflow editor open, click on the 'Add Step' and select Persontor Check under the Melissa Menu
• Pick the Field Mapping record in the step properties

• Save and activate the workflow to use it.