http://wiki.melissadata.com/index.php?action=history&feed=atom&title=Legacy%3ADynamics%3APersonator%3AInstallation 2026-05-02T22:34:41Z Revision history for this page on the wiki MediaWiki 1.43.1 http://wiki.melissadata.com/index.php?title=Legacy:Dynamics:Personator:Installation&diff=16672&oldid=prev 2019-08-06T22:24:53Z

<p>Created page with &quot;{{LegacyDynamicsPersonatorNav}} {{CustomTOC}} ==Installing Personator== 1. Begin by navigating to &#039;&#039;&#039;Settings&#039;&#039;&#039; in the top ribbon. To do this, click &#039;&#039;&#039;Sales&#039;&#039;&#039; along the ...&quot;</p> <p><b>New page</b></p><div>{{LegacyDynamicsPersonatorNav}}<br /> <br /> <br /> {{CustomTOC}}<br /> <br /> ==Installing Personator==<br /> 1. Begin by navigating to &#039;&#039;&#039;Settings&#039;&#039;&#039; in the top ribbon. To do this, click &#039;&#039;&#039;Sales&#039;&#039;&#039; along the top, then click &#039;&#039;&#039;Settings&#039;&#039;&#039; in the menu that drops down.<br /> <br /> [[File:Dynamics_Personator_Installation_01_Settings.png|frame|none|Click &#039;&#039;&#039;Settings&#039;&#039;&#039; in the drop down]]<br /> <br /> <br /> 2. Click &#039;&#039;&#039;Solutions&#039;&#039;&#039; in the &#039;&#039;&#039;Customization&#039;&#039;&#039; category.<br /> <br /> [[File:Dynamics_Personator_Installation_02_Solutions.png|frame|none|Click &#039;&#039;&#039;Solutions&#039;&#039;&#039;]]<br /> <br /> <br /> 3. Click the &#039;&#039;&#039;Import&#039;&#039;&#039; button.<br /> <br /> [[File:Dynamics_Personator_Installation_03_Import.png|frame|none|Click &#039;&#039;&#039;Import&#039;&#039;&#039;]]<br /> <br /> <br /> 4. The Select Solution Package window will pop-up. Click the &#039;&#039;&#039;Choose File&#039;&#039;&#039; button.<br /> <br /> [[File:Dynamics_Personator_Installation_04_ChooseFile.png|frame|none|Click &#039;&#039;&#039;Choose File&#039;&#039;&#039;]]<br /> <br /> <br /> 5. A file explorer window will pop-up. Locate the plugin .zip file that contains the Personator solution. Click &#039;&#039;&#039;Open&#039;&#039;&#039;.<br /> <br /> [[File:Dynamics_Personator_Installation_05_Open.png|frame|none|Click &#039;&#039;&#039;Open&#039;&#039;&#039;]]<br /> <br /> <br /> 6. You should be back at the Select Solution Package window with your file listed. Now click &#039;&#039;&#039;Next&#039;&#039;&#039;.<br /> <br /> [[File:Dynamics_Personator_Installation_06_Next.png|frame|none|Click &#039;&#039;&#039;Next&#039;&#039;&#039;]]<br /> <br /> <br /> 7. On the Import Options window click &#039;&#039;&#039;Import&#039;&#039;&#039;.<br /> <br /> [[File:Dynamics_Personator_Installation_07_Import.png|frame|none|Click &#039;&#039;&#039;Import&#039;&#039;&#039;]]<br /> <br /> <br /> 8. Wait for the solution to finish importing.<br /> <br /> [[File:Dynamics_Personator_Installation_08_Wait.png|frame|none|Wait for importing to finish]]<br /> <br /> <br /> 9. The installation is now complete. Click &#039;&#039;&#039;Close&#039;&#039;&#039; to finish.<br /> <br /> [[File:Dynamics_Personator_Installation_09_Close.png|frame|none|Installation complete]]<br /> <br /> <br /> To configure Personator, see [[Legacy:Dynamics:Personator:Configuration|Configuration]].<br /> <br /> <br /> [[Category:Legacy:Clean Suite for CRM:Dynamics]]<br /> [[Category:Legacy:Dynamics Personator]]</div>

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