Dynamics:Business Coder:Installation - Revision history

Admin at 16:52, 15 March 2019

2019-03-15T16:52:40Z

← Older revision		Revision as of 16:52, 15 March 2019
Line 5:		Line 5:

	==Installing Business Coder==		==Installing 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_Installation_01~~.png\|frame\|none\|Click '''~~Settings~~''' ~~in the drop down~~]]		[[File:Dynamics_BusinessCoder_Installation_01_Solutions.png\|frame\|none\|Click '''Solutions''']]


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

	[[File:~~Dynamics_BusinessCoder_Installation_02~~.png\|frame\|none\|Click '''~~Solutions~~''']]		[[File:Dynamics_BusinessCoder_Installation_02_Import.png\|frame\|none\|Click '''Import''']]


	3. Click the '''~~Import~~''' button.		3. A window will pop-up. Click the '''Choose File''' button to select a solution package, then click '''Next'''.

	[[File:~~Dynamics_BusinessCoder_Installation_03~~.png\|frame\|none\|Click '''~~Import~~''']]		[[File:Dynamics_BusinessCoder_Installation_03_ChooseFile.png\|frame\|none\|Click '''Choose File''']]


	4. A window will pop-up. Click ~~the~~ '''~~Browse~~''' or '''~~Choose File~~''' ~~button~~.		4. A file explorer window will pop-up. Please locate the plugin .zip file that contains the Business Coder solution. Click '''Open''' and then click '''Next'''.

	[[File:~~Dynamics_BusinessCoder_Installation_04~~.png\|frame\|none\|Click '''~~Browse~~''']]		[[File:Dynamics_BusinessCoder_Installation_04_OpenPlugin.png\|frame\|none\|Click '''Open''' then '''Next''']]


	5. A ~~file explorer~~ window will ~~pop-up. Please locate~~ the ~~plugin .zip file that contains~~ the Business Coder ~~solution~~. Click ~~'''Open''' and then click~~ '''Next'''.		5. A window will display the solution information for the Business Coder Plugin .Click '''Next'''.

	[[File:~~Dynamics_BusinessCoder_Installation_05~~.png\|frame\|none\|Click ~~'''Open''' then~~ '''Next''']]		[[File:Dynamics_BusinessCoder_Installation_05_Information.png\|frame\|none\|Click '''Next''']]

			6. Then the import options will display. Click '''Import'''.

	~~6. Click '''Import'''.~~		[[File:Dynamics_BusinessCoder_Installation_06_Import.png\|frame\|none\|Click '''Import''']]

	[[File:~~Dynamics_BusinessCoder_Installation_06~~.png\|frame\|none\|Click '''Import''']]


	7. Wait for the solution to finish importing.		7. Wait for the solution to finish importing.

	[[File:~~Dynamics_BusinessCoder_Installation_07~~.png\|frame\|none\|Wait for importing to finish]]		[[File:Dynamics_BusinessCoder_Installation_07_Wait.png\|frame\|none\|Wait for importing to finish]]


	8. Click '''Close'''.		8. The Buseiness Coder Plugin import should complete successfully. Click '''Close'''.

	[[File:~~Dynamics_BusinessCoder_Installation_08~~.png\|frame\|none\|Click '''Close''']]		[[File:Dynamics_BusinessCoder_Installation_08_Close.png\|frame\|none\|Click '''Close''']]


	9. Click '''Publish All Customizations'''. The installation is now complete.		9. Click '''Publish All Customizations'''. The installation is now complete.

	[[File:~~Dynamics_BusinessCoder_Installation_09~~.png\|frame\|none\|Click '''Publish All Customizations''']]		[[File:Dynamics_BusinessCoder_Installation_09_Publish.png\|frame\|none\|Click '''Publish All Customizations''']]

Admin at 14:42, 27 September 2018

2018-09-27T14:42:29Z

← Older revision		Revision as of 14:42, 27 September 2018
Line 53:		Line 53:


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

Admin at 20:27, 17 August 2016

2016-08-17T20:27:48Z

← Older revision		Revision as of 20:27, 17 August 2016
Line 30:		Line 30:


	6. Click '''~~Next~~'''.		6. Click '''Import'''.

	[[File:Dynamics_BusinessCoder_Installation_06.png\|frame\|none\|Click '''~~Next~~''']]		[[File:Dynamics_BusinessCoder_Installation_06.png\|frame\|none\|Click '''Import''']]


	7. ~~Click '''Import'''~~.		7. Wait for the solution to finish importing.

	[[File:Dynamics_BusinessCoder_Installation_07.png\|frame\|none\|~~Click '''Import'''~~]]		[[File:Dynamics_BusinessCoder_Installation_07.png\|frame\|none\|Wait for importing to finish]]


	8. ~~Wait for the solution to finish importing~~.		8. Click '''Close'''.

	[[File:Dynamics_BusinessCoder_Installation_08.png\|frame\|none\|~~Wait for importing to finish~~]]		[[File:Dynamics_BusinessCoder_Installation_08.png\|frame\|none\|Click '''Close''']]


	9. The installation is now complete.		9. Click '''Publish All Customizations'''. The installation is now complete.

	[[File:Dynamics_BusinessCoder_Installation_09.png\|frame\|none\|~~Installation complete~~]]		[[File:Dynamics_BusinessCoder_Installation_09.png\|frame\|none\|Click '''Publish All Customizations''']]

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

2016-08-11T19:54:58Z

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

New page

{{DynamicsBusinessCoderNav}}

{{CustomTOC}}

==Installing 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_Installation_01.png|frame|none|Click '''Settings''' in the drop down]]

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

[[File:Dynamics_BusinessCoder_Installation_02.png|frame|none|Click '''Solutions''']]

3. Click the '''Import''' button.

[[File:Dynamics_BusinessCoder_Installation_03.png|frame|none|Click '''Import''']]

4. A window will pop-up. Click the '''Browse''' or '''Choose File''' button.

[[File:Dynamics_BusinessCoder_Installation_04.png|frame|none|Click '''Browse''']]

5. A file explorer window will pop-up. Please locate the plugin .zip file that contains the Business Coder solution. Click '''Open''' and then click '''Next'''.

[[File:Dynamics_BusinessCoder_Installation_05.png|frame|none|Click '''Open''' then '''Next''']]

6. Click '''Next'''.

[[File:Dynamics_BusinessCoder_Installation_06.png|frame|none|Click '''Next''']]

7. Click '''Import'''.

[[File:Dynamics_BusinessCoder_Installation_07.png|frame|none|Click '''Import''']]

8. Wait for the solution to finish importing.

[[File:Dynamics_BusinessCoder_Installation_08.png|frame|none|Wait for importing to finish]]

9. The installation is now complete.

[[File:Dynamics_BusinessCoder_Installation_09.png|frame|none|Installation complete]]

To configure Business Coder, see [[Dynamics:Business Coder:Configuration|Configuration]].

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