Dynamics:Personator:Configuration - Revision history

Admin at 20:30, 19 March 2019

2019-03-19T20:30:05Z

← Older revision		Revision as of 20:30, 19 March 2019
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	==Configuring Personator==		==Configuring Personator==
	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''' in the top ribbon. To do this, click '''Sales''' along the top, then click '''Settings''' in the menu that drops down.

	[[File:~~Dynamics_Personator_Configuration_01~~.png\|frame\|none\|Click '''Settings''']]		[[File:Dynamics_Personator_Configuration_01_Settings.png\|frame\|none\|Click '''Settings''']]


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

	[[File:~~Dynamics_Personator_Configuration_02~~.png\|frame\|none\|Click '''Solutions''']]		[[File:Dynamics_Personator_Configuration_02_Solutions.png\|frame\|none\|Click '''Solutions''']]


	3. Click the ~~Melissa Data Personator solution~~ under '''Display Name'''.		3. Click the '''MDPersonatorPlugin''' under '''Display Name'''.

	[[File:~~Dynamics_Personator_Configuration_03~~.png\|frame\|none\|Click the ~~Personator solution under~~ '''~~Display Name~~''']]		[[File:Dynamics_Personator_Configuration_03_PersonatorPlugin.png\|frame\|none\|Click the '''MDPersonatorPlugin''']]


	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_Personator_Configuration_04~~.png\|frame\|none\|Click '''Configuration''']]		[[File:Dynamics_Personator_Configuration_04_Configuration.png\|frame\|none\|Click '''Configuration''']]


	5. ~~Please~~ enter your License Key into the ~~specified~~ field.		5. Then enter your License Key into the '''License''' field

	[[File:~~Dynamics_Personator_Configuration_05~~.png\|frame\|none\|Enter your License Key]]		[[File:Dynamics_Personator_Configuration_05_License.png\|frame\|none\|Enter your License Key]]


	6. ~~Please check~~ which actions that you ~~would like~~ to perform.		6. Select which actions that you want to perform.

	[[File:~~Dynamics_Personator_Configuration_06~~.png\|frame\|none\|~~Check~~ your desired actions]]		[[File:Dynamics_Personator_Configuration_06_Actions.png\|frame\|none\|Select your desired actions]]


	7. Select your desired options for the '''Check''' action.		7. Select your desired options for the '''Check''' action.

	[[File:~~Dynamics_Personator_Configuration_07~~.png\|frame\|none\|Select '''Check''' ~~actions~~]]		[[File:Dynamics_Personator_Configuration_07_CheckOptions.png\|frame\|none\|Select '''Check''' options]]


	8. Select your desired options for the '''Verify''' and '''Append''' actions.		8. Select your desired options for the '''Verify''' and '''Append''' actions.

	[[File:~~Dynamics_Personator_Configuration_08~~.png\|frame\|none\|Select '''Verify''' and '''Append''' ~~actions~~]]		[[File:Dynamics_Personator_Configuration_08_VerifyAppendOptions.png\|frame\|none\|Select '''Verify''' and '''Append''' options]]


	9. Select your desired output options.		9. Select your desired output options.

	[[File:~~Dynamics_Personator_Configuration_10~~.png\|frame\|none\|Select output options]]		[[File:Dynamics_Personator_Configuration_09_OutputOptions.png\|frame\|none\|Select output options]]


	10. Click '''~~Set~~''' to save these configurations. This completes the configuration.		10. Select your desired Dynamics CRM options.

			[[File:Dynamics_Personator_Configuration_10_DynamicsOptions.png\|frame\|none\|Select Dynamics CRM options]]


			11. Click '''Save All Settings''' to save these configurations. This completes the configuration.

	[[File:~~Dynamics_Personator_Configuration_11~~.png\|frame\|none\|Click '''Set''']]		[[File:Dynamics_Personator_Configuration_11_Save.png\|frame\|none\|Click '''Set''']]


	[[Category:Clean Suite for CRM:Dynamics]]		[[Category:Clean Suite for CRM:Dynamics]]
	[[Category:Dynamics Personator]]		[[Category:Dynamics Personator]]

Admin at 14:51, 27 September 2018

2018-09-27T14:51:42Z

← Older revision		Revision as of 14:51, 27 September 2018
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	[[Category:Dynamics ~~CRM~~]]		[[Category:Clean Suite for CRM:Dynamics]]
	[[Category:Dynamics Personator]]		[[Category:Dynamics Personator]]

Admin at 17:01, 4 October 2017

2017-10-04T17:01:55Z

← Older revision		Revision as of 17:01, 4 October 2017
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	9~~. Select your desired options for '''Move Confidence'''.~~		9. Select your desired output options.

	~~[[File:Dynamics_Personator_Configuration_09.png\|frame\|none\|Select '''Move Confidence''' options]]~~


	10. Select your desired output options.

	[[File:Dynamics_Personator_Configuration_10.png\|frame\|none\|Select output options]]		[[File:Dynamics_Personator_Configuration_10.png\|frame\|none\|Select output options]]


	11. Click '''Set''' to save these configurations. This completes the configuration.		10. Click '''Set''' to save these configurations. This completes the configuration.

	[[File:Dynamics_Personator_Configuration_11.png\|frame\|none\|Click '''Set''']]		[[File:Dynamics_Personator_Configuration_11.png\|frame\|none\|Click '''Set''']]

Admin at 17:41, 23 December 2016

2016-12-23T17:41:11Z

← Older revision		Revision as of 17:41, 23 December 2016
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	5. Please enter your ~~Customer ID~~ into the specified field.		5. Please enter your License Key into the specified field.

	[[File:Dynamics_Personator_Configuration_05.png\|frame\|none\|Enter your ~~customer ID~~]]		[[File:Dynamics_Personator_Configuration_05.png\|frame\|none\|Enter your License Key]]

Admin at 21:27, 27 April 2016

2016-04-27T21:27:48Z

← Older revision		Revision as of 21:27, 27 April 2016
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	3. Click the Melissa Data Personator solution.		3. Click the Melissa Data Personator solution under '''Display Name'''.

	[[File:Dynamics_Personator_Configuration_03.png\|frame\|none\|Click the Personator solution]]		[[File:Dynamics_Personator_Configuration_03.png\|frame\|none\|Click the Personator solution under '''Display Name''']]

Admin at 21:21, 27 April 2016

2016-04-27T21:21:59Z

← Older revision		Revision as of 21:21, 27 April 2016
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	3. Click the Melissa Data Personator ~~Plugin~~.		3. Click the Melissa Data Personator solution.

	[[File:Dynamics_Personator_Configuration_03.png\|frame\|none\|Click the Personator ~~plugin~~]]		[[File:Dynamics_Personator_Configuration_03.png\|frame\|none\|Click the Personator solution]]

Admin: Created page with "{{DynamicsPersonatorNav}} {{CustomTOC}} ==Configuring Personator== 1. Begin by navigating to settings in the top ribbon. First, hover over '''Microsoft Dynamics CRM''' in t..."

2016-04-15T23:20:09Z

Created page with "{{DynamicsPersonatorNav}} {{CustomTOC}} ==Configuring Personator== 1. Begin by navigating to settings in the top ribbon. First, hover over '''Microsoft Dynamics CRM''' in t..."

New page

{{DynamicsPersonatorNav}}

{{CustomTOC}}

==Configuring Personator==
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_Personator_Configuration_01.png|frame|none|Click '''Settings''']]

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

[[File:Dynamics_Personator_Configuration_02.png|frame|none|Click '''Solutions''']]

3. Click the Melissa Data Personator Plugin.

[[File:Dynamics_Personator_Configuration_03.png|frame|none|Click the Personator plugin]]

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

[[File:Dynamics_Personator_Configuration_04.png|frame|none|Click '''Configuration''']]

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

[[File:Dynamics_Personator_Configuration_05.png|frame|none|Enter your customer ID]]

6. Please check which actions that you would like to perform.

[[File:Dynamics_Personator_Configuration_06.png|frame|none|Check your desired actions]]

7. Select your desired options for the '''Check''' action.

[[File:Dynamics_Personator_Configuration_07.png|frame|none|Select '''Check''' actions]]

8. Select your desired options for the '''Verify''' and '''Append''' actions.

[[File:Dynamics_Personator_Configuration_08.png|frame|none|Select '''Verify''' and '''Append''' actions]]

9. Select your desired options for '''Move Confidence'''.

[[File:Dynamics_Personator_Configuration_09.png|frame|none|Select '''Move Confidence''' options]]

10. Select your desired output options.

[[File:Dynamics_Personator_Configuration_10.png|frame|none|Select output options]]

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

[[File:Dynamics_Personator_Configuration_11.png|frame|none|Click '''Set''']]

[[Category:Dynamics CRM]]
[[Category:Dynamics Personator]]