Dynamics:Business Coder:Installation: Difference between revisions
Jump to navigation
Jump to search
No edit summary |
No edit summary |
||
| (One intermediate revision by the same user not shown) | |||
| Line 5: | Line 5: | ||
==Installing Business Coder== | ==Installing Business Coder== | ||
1. Begin by navigating to | 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: | [[File:Dynamics_BusinessCoder_Installation_01_Solutions.png|frame|none|Click '''Solutions''']] | ||
2. | 2. Click the '''Import''' button. | ||
[[File: | [[File:Dynamics_BusinessCoder_Installation_02_Import.png|frame|none|Click '''Import''']] | ||
3. Click the ''' | 3. A window will pop-up. Click the '''Choose File''' button to select a solution package, then click '''Next'''. | ||
[[File: | [[File:Dynamics_BusinessCoder_Installation_03_ChooseFile.png|frame|none|Click '''Choose File''']] | ||
4. A window will pop-up. Click | 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: | [[File:Dynamics_BusinessCoder_Installation_04_OpenPlugin.png|frame|none|Click '''Open''' then '''Next''']] | ||
5. A | 5. A window will display the solution information for the Business Coder Plugin .Click '''Next'''. | ||
[[File: | [[File:Dynamics_BusinessCoder_Installation_05_Information.png|frame|none|Click '''Next''']] | ||
6. Then the import options will display. Click '''Import'''. | |||
[[File:Dynamics_BusinessCoder_Installation_06_Import.png|frame|none|Click '''Import''']] | |||
[[File: | |||
7. Wait for the solution to finish importing. | 7. Wait for the solution to finish importing. | ||
[[File: | [[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: | [[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: | [[File:Dynamics_BusinessCoder_Installation_09_Publish.png|frame|none|Click '''Publish All Customizations''']] | ||
| Line 53: | Line 52: | ||
[[Category:Dynamics | [[Category:Clean Suite for CRM:Dynamics]] | ||
[[Category:Dynamics Business Coder]] | [[Category:Dynamics Business Coder]] | ||
Latest revision as of 16:52, 15 March 2019
← Clean Suite for CRM:Dynamics
| Business Coder Navigation | ||
|---|---|---|
| Overview | ||
| Installation | ||
| Configuration | ||
| Tutorial | ||
| Fields | ||
|
Installing Business Coder
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.
2. Click the Import button.
3. A window will pop-up. Click the Choose File button to select a solution package, then click Next.
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.
5. A window will display the solution information for the Business Coder Plugin .Click Next.
6. Then the import options will display. Click Import.
7. Wait for the solution to finish importing.
8. The Buseiness Coder Plugin import should complete successfully. Click Close.
9. Click Publish All Customizations. The installation is now complete.
To configure Business Coder, see Configuration.