Dynamics:Business Coder:Configuration - Revision history

Admin at 17:04, 15 March 2019

2019-03-15T17:04:47Z

← Older revision		Revision as of 17:04, 15 March 2019
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	==Configuring Business Coder==		==Configuring Business Coder==
	1. Begin by navigating to ~~settings in the top ribbon~~. ~~First~~, ~~hover over~~ '''~~Microsoft Dynamics CRM~~''' in the ~~upper left hand corner;~~ then click '''Settings''' in the menu that drops down.		1. Begin by navigating to '''Solutions'''. To do this, first click '''Sales''' along the top, then click '''Settings''' in the menu that drops down, then click '''Solutions''' under the '''Customization''' category.

	[[File:~~Dynamics_BusinessCoder_Configuration_01~~.png\|frame\|none\|Click '''~~Settings~~''']]		[[File:Dynamics_BusinessCoder_Configuration_01_Solutions.png\|frame\|none\|Click '''Solutions''']]


	2. ~~Hover over~~ the '''~~Settings~~''' ~~button in the ribbon. Next, click~~ '''~~Solutions~~'''.		2. Click the '''Business Coder Plugin''' under '''Display Name'''.

	[[File:~~Dynamics_BusinessCoder_Configuration_02~~.png\|frame\|none\|Click '''~~Solutions~~''']]		[[File:Dynamics_BusinessCoder_Configuration_02_Plugin.png\|frame\|none\|Click the Business Coder Plugin under '''Display Name''']]


	3. Click ~~the Melissa Data Business Coder solution under~~ '''~~Display Name~~'''.		3. Click '''Configuration''' in the solution pane located on the left side of the window. Then enter your License Key into the specified field.

	[[File:~~Dynamics_BusinessCoder_Configuration_03~~.png\|frame\|none\|~~Click the Business Coder solution under '''Display Name'''~~]]		[[File:Dynamics_BusinessCoder_Configuration_03_LicenseKey.png\|frame\|none\|Enter your License Key]]


	4. ~~Click '''Configuration''' in the solution pane located on the left side of the window. Then enter~~ your ~~License Key into the specified field~~.		4. Select your desired options.

	[[File:~~Dynamics_BusinessCoder_Configuration_04~~.png\|frame\|none\|~~Enter your License Key~~]]		[[File:Dynamics_BusinessCoder_Configuration_04_Options.png\|frame\|none\|Select options]]


	5. ~~Select your desired options~~.		5. Choose if you want to '''Overwrite Input'''.

	[[File:~~Dynamics_BusinessCoder_Configuration_05~~.png\|frame\|none\|~~Select options~~]]		[[File:Dynamics_BusinessCoder_Configuration_05_OverwriteInput.png\|frame\|none\|Choose '''Overwrite Input''']]


	6. ~~Choose if you want to~~ '''~~Verify on Save~~'''.		6. Click '''Set''' to save these configurations. This completes the configuration.

	[[File:~~Dynamics_BusinessCoder_Configuration_06.png\|frame\|none\|Choose '''Verify on Save''']]~~		[[File:Dynamics_BusinessCoder_Configuration_06_Set.png\|frame\|none\|Click '''Set''']]


	~~7. Choose you want to '''Overwrite Input'''.~~

	~~[[File:Dynamics_BusinessCoder_Configuration_07.png\|frame\|none\|Choose '''Overwrite Input''']]~~


	~~8. Click '''Set''' to save these configurations. This completes the configuration.~~

	~~[[File:Dynamics_BusinessCoder_Configuration_08~~.png\|frame\|none\|Click '''Set''']]


	[[Category:Clean Suite for CRM:Dynamics]]		[[Category:Clean Suite for CRM:Dynamics]]
	[[Category:Dynamics Business Coder]]		[[Category:Dynamics Business Coder]]

Admin at 14:42, 27 September 2018

2018-09-27T14:42:20Z

← Older revision		Revision as of 14:42, 27 September 2018
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	[[Category:Dynamics ~~CRM~~]]		[[Category:Clean Suite for CRM:Dynamics]]
	[[Category:Dynamics Business Coder]]		[[Category:Dynamics Business Coder]]

Admin at 17:45, 23 December 2016

2016-12-23T17:45:02Z

← Older revision		Revision as of 17:45, 23 December 2016
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	4. Click '''Configuration''' in the solution pane located on the left side of the window. Then enter your ~~Customer ID~~ into the specified field.		4. Click '''Configuration''' in the solution pane located on the left side of the window. Then enter your License Key into the specified field.

	[[File:Dynamics_BusinessCoder_Configuration_04.png\|frame\|none\|Enter your ~~customer ID~~]]		[[File:Dynamics_BusinessCoder_Configuration_04.png\|frame\|none\|Enter your License Key]]

Admin at 20:23, 17 August 2016

2016-08-17T20:23:11Z

← Older revision		Revision as of 20:23, 17 August 2016
Line 20:		Line 20:


	4. Click '''Configuration''' in the solution pane located on the left side of the window.		4. Click '''Configuration''' in the solution pane located on the left side of the window. Then enter your Customer ID into the specified field.


	~~5. Please~~ enter your Customer ID into the specified field.

	[[File:Dynamics_BusinessCoder_Configuration_04.png\|frame\|none\|Enter your customer ID]]		[[File:Dynamics_BusinessCoder_Configuration_04.png\|frame\|none\|Enter your customer ID]]


	6. Select your desired options.		5. Select your desired options.

	[[File:Dynamics_BusinessCoder_Configuration_05.png\|frame\|none\|Select options]]		[[File:Dynamics_BusinessCoder_Configuration_05.png\|frame\|none\|Select options]]


	7. Choose if you want to '''Verify on Save'''.		6. Choose if you want to '''Verify on Save'''.

	[[File:Dynamics_BusinessCoder_Configuration_06.png\|frame\|none\|Choose '''Verify on Save''']]		[[File:Dynamics_BusinessCoder_Configuration_06.png\|frame\|none\|Choose '''Verify on Save''']]


	8. Choose you want to '''Overwrite Input'''.		7. Choose you want to '''Overwrite Input'''.

	[[File:Dynamics_BusinessCoder_Configuration_07.png\|frame\|none\|Choose '''Overwrite Input''']]		[[File:Dynamics_BusinessCoder_Configuration_07.png\|frame\|none\|Choose '''Overwrite Input''']]


	9. Click '''Set''' to save these configurations. This completes the configuration.		8. Click '''Set''' to save these configurations. This completes the configuration.

	[[File:Dynamics_BusinessCoder_Configuration_08.png\|frame\|none\|Click '''Set''']]		[[File:Dynamics_BusinessCoder_Configuration_08.png\|frame\|none\|Click '''Set''']]

Admin at 20:22, 17 August 2016

2016-08-17T20:22:11Z

← Older revision		Revision as of 20:22, 17 August 2016
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	4. Click '''Configuration''' in the solution pane located on the left side of the window.		4. Click '''Configuration''' in the solution pane located on the left side of the window.

	~~[[File:Dynamics_BusinessCoder_Configuration_04.png\|frame\|none\|Click '''Configuration''']]~~


	5. Please enter your Customer ID into the specified field.		5. Please enter your Customer ID into the specified field.

	[[File:~~Dynamics_BusinessCoder_Configuration_05~~.png\|frame\|none\|Enter your customer ID]]		[[File:Dynamics_BusinessCoder_Configuration_04.png\|frame\|none\|Enter your customer ID]]


	6. Select your desired options.		6. Select your desired options.

	[[File:~~Dynamics_BusinessCoder_Configuration_06~~.png\|frame\|none\|Select options]]		[[File:Dynamics_BusinessCoder_Configuration_05.png\|frame\|none\|Select options]]


			7. Choose if you want to '''Verify on Save'''.

			[[File:Dynamics_BusinessCoder_Configuration_06.png\|frame\|none\|Choose '''Verify on Save''']]


			8. Choose you want to '''Overwrite Input'''.

			[[File:Dynamics_BusinessCoder_Configuration_07.png\|frame\|none\|Choose '''Overwrite Input''']]


			9. Click '''Set''' to save these configurations. This completes the configuration.

	~~7. Click '''Set''' to save these configurations. This completes the configuration.~~		[[File:Dynamics_BusinessCoder_Configuration_08.png\|frame\|none\|Click '''Set''']]

	[[File:~~Dynamics_BusinessCoder_Configuration_07~~.png\|frame\|none\|Click '''Set''']]


	[[Category:Dynamics CRM]]		[[Category:Dynamics CRM]]
	[[Category:Dynamics Business Coder]]		[[Category:Dynamics Business Coder]]

Admin: Created page with "{{DynamicsBusinessCoderNav}} {{CustomTOC}} ==Configuring Business Coder== 1. Begin by navigating to settings in the top ribbon. First, hover over '''Microsoft Dynamics CRM'..."

2016-08-11T19:56:47Z

Created page with "{{DynamicsBusinessCoderNav}} {{CustomTOC}} ==Configuring Business Coder== 1. Begin by navigating to settings in the top ribbon. First, hover over '''Microsoft Dynamics CRM'..."

New page

{{DynamicsBusinessCoderNav}}

{{CustomTOC}}

==Configuring Business Coder==
1. Begin by navigating to settings in the top ribbon. First, hover over '''Microsoft Dynamics CRM''' in the upper left hand corner; then click '''Settings''' in the menu that drops down.

[[File:Dynamics_BusinessCoder_Configuration_01.png|frame|none|Click '''Settings''']]

2. Hover over the '''Settings''' button in the ribbon. Next, click '''Solutions'''.

[[File:Dynamics_BusinessCoder_Configuration_02.png|frame|none|Click '''Solutions''']]

3. Click the Melissa Data Business Coder solution under '''Display Name'''.

[[File:Dynamics_BusinessCoder_Configuration_03.png|frame|none|Click the Business Coder solution under '''Display Name''']]

4. Click '''Configuration''' in the solution pane located on the left side of the window.

[[File:Dynamics_BusinessCoder_Configuration_04.png|frame|none|Click '''Configuration''']]

5. Please enter your Customer ID into the specified field.

[[File:Dynamics_BusinessCoder_Configuration_05.png|frame|none|Enter your customer ID]]

6. Select your desired options.

[[File:Dynamics_BusinessCoder_Configuration_06.png|frame|none|Select options]]

7. Click '''Set''' to save these configurations. This completes the configuration.

[[File:Dynamics_BusinessCoder_Configuration_07.png|frame|none|Click '''Set''']]

[[Category:Dynamics CRM]]
[[Category:Dynamics Business Coder]]