Admin: Created page with "{{LegacyDynamicsPersonatorNav}} {{CustomTOC}} ==Configuring Personator== 1. Begin by navigating to '''Settings''' in the top ribbon. To do this, click '''Sales''' along the..."

2019-08-06T22:28:10Z

Created page with "{{LegacyDynamicsPersonatorNav}} {{CustomTOC}} ==Configuring Personator== 1. Begin by navigating to '''Settings''' in the top ribbon. To do this, click '''Sales''' along the..."

New page

{{LegacyDynamicsPersonatorNav}}

{{CustomTOC}}

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

2. Click '''Solutions''' in the '''Customization''' category.

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

3. Click the '''MDPersonatorPlugin''' 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.

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

5. Then enter your License Key into the '''License''' field

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

6. Select which actions that you want to perform.

[[File:Dynamics_Personator_Configuration_06_Actions.png|frame|none|Select your desired actions]]

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

[[File:Dynamics_Personator_Configuration_07_CheckOptions.png|frame|none|Select '''Check''' options]]

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

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

9. Select your desired output options.

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

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_Save.png|frame|none|Click '''Set''']]

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

Legacy:Dynamics:Personator:Configuration - Revision history

Admin: Created page with "{{LegacyDynamicsPersonatorNav}} {{CustomTOC}} ==Configuring Personator== 1. Begin by navigating to '''Settings''' in the top ribbon. To do this, click '''Sales''' along the..."