Dynamics:Express Entry:Configuration - Revision history

Admin at 23:36, 21 March 2019

2019-03-21T23:36:30Z

← Older revision		Revision as of 23:36, 21 March 2019
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	==Configuring Express Entry==		==Configuring Express Entry==
	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 '''Settings'''. To do this, click the down arrow next to '''Sales''', then '''Settings''' in the menu that drops down.

	[[File:~~Dynamics_BusinessCoder_Configuration_01~~.png\|frame\|none\|Click '''Settings''']]		[[File:Dynamics_ExpressEntry_Configuration_01_Settings.png\|frame\|none\|Click '''Settings''']]


	2. ~~Hover over the~~ '''~~Settings~~''' ~~button~~ in the ~~ribbon. Next, click~~ '''~~Solutions~~'''.		2. Then click '''Solutions''' in the '''Customization''' category.

	[[File:~~Dynamics_BusinessCoder_Configuration_02~~.png\|frame\|none\|Click '''Solutions''']]		[[File:Dynamics_ExpressEntry_Configuration_02_Solutions.png\|frame\|none\|Click '''Solutions''']]


	3. ~~On the solutions page, click on~~ the '''Express Entry Plugin''' ~~to load a new window~~.		3. Click the '''MD Express Entry Plugin''' under '''Display Name'''.

	[[File:~~Dynamics_ExpressEntry_Configuration_01~~.png\|frame\|none\|Click '''Express Entry Plugin''']]		[[File:Dynamics_ExpressEntry_Configuration_03_ExpressEntryPlugin.png\|frame\|none\|Click '''MD Express Entry Plugin''']]


	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. Click '''Configuration''' in the solution pane located on the left side of the window. Then enter your License Key into the '''License''' field and check the '''Activate Express Entry'''

	[[File:~~Dynamics_ExpressEntry_Configuration_02~~.png\|frame\|none\|~~Enter your~~ '''~~License Key~~''']]		[[File:Dynamics_ExpressEntry_Configuration_04_Configuration.png\|frame\|none\|Click '''Configuration''']]


	5. Setup your desired options.		5. Setup your desired options. Then click '''Set''' to save this configuration. This completes the configuration.

	[[File:~~Dynamics_ExpressEntry_Configuration_03.png\|frame\|none\|Set options]]~~		[[File:Dynamics_ExpressEntry_Configuration_05_Options.png\|frame\|none\|Click '''Save all Settings''']]


	~~6. Click '''Set''' to save this configuration. This completes the configuration.~~

	~~[[File:Dynamics_ExpressEntry_Configuration_04~~.png\|frame\|none\|Click '''~~Set~~''']]


	[[Category:Clean Suite for CRM:Dynamics]]		[[Category:Clean Suite for CRM:Dynamics]]
	[[Category:Dynamics Express Entry]]		[[Category:Dynamics Express Entry]]

Admin at 14:45, 27 September 2018

2018-09-27T14:45:58Z

← Older revision		Revision as of 14:45, 27 September 2018
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	[[Category:Dynamics ~~CRM~~]]		[[Category:Clean Suite for CRM:Dynamics]]
	[[Category:Dynamics Express Entry]]		[[Category:Dynamics Express Entry]]

Admin at 20:48, 28 December 2016

2016-12-28T20:48:00Z

← Older revision		Revision as of 20:48, 28 December 2016
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	6. Click '''Set''' to save this configuration. This completes the configuration.		6. Click '''Set''' to save this configuration. This completes the configuration.

	[[File:~~Dynamics_ExpressEntry_Configuration_08~~.png\|frame\|none\|Click '''Set''']]		[[File:Dynamics_ExpressEntry_Configuration_04.png\|frame\|none\|Click '''Set''']]


	[[Category:Dynamics CRM]]		[[Category:Dynamics CRM]]
	[[Category:Dynamics Express Entry]]		[[Category:Dynamics Express Entry]]

Admin: Created page with "{{DynamicsExpressEntryNav}} {{CustomTOC}} This is how to configure Express Entry once you have completed the installation. ==Configuring Express Entry== 1. Begin by naviga..."

2016-12-28T20:43:49Z

Created page with "{{DynamicsExpressEntryNav}} {{CustomTOC}} This is how to configure Express Entry once you have completed the installation. ==Configuring Express Entry== 1. Begin by naviga..."

New page

{{DynamicsExpressEntryNav}}

{{CustomTOC}}

This is how to configure Express Entry once you have completed the installation.

==Configuring Express Entry==
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. On the solutions page, click on the '''Express Entry Plugin''' to load a new window.

[[File:Dynamics_ExpressEntry_Configuration_01.png|frame|none|Click '''Express Entry Plugin''']]

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_ExpressEntry_Configuration_02.png|frame|none|Enter your '''License Key''']]

5. Setup your desired options.

[[File:Dynamics_ExpressEntry_Configuration_03.png|frame|none|Set options]]

6. Click '''Set''' to save this configuration. This completes the configuration.

[[File:Dynamics_ExpressEntry_Configuration_08.png|frame|none|Click '''Set''']]

[[Category:Dynamics CRM]]
[[Category:Dynamics Express Entry]]