Dynamics:Personator:Installation: Difference between revisions
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==Installing Personator== | ==Installing Personator== | ||
1. Begin by navigating to | 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: | [[File:Dynamics_Personator_Installation_01_Settings.png|frame|none|Click '''Settings''' in the drop down]] | ||
2. | 2. Click '''Solutions''' in the '''Customization''' category. | ||
[[File: | [[File:Dynamics_Personator_Installation_02_Solutions.png|frame|none|Click '''Solutions''']] | ||
3. Click the '''Import''' button. | 3. Click the '''Import''' button. | ||
[[File: | [[File:Dynamics_Personator_Installation_03_Import.png|frame|none|Click '''Import''']] | ||
4. | 4. The Select Solution Package window will pop-up. Click the '''Choose File''' button. | ||
[[File: | [[File:Dynamics_Personator_Installation_04_ChooseFile.png|frame|none|Click '''Choose File''']] | ||
5. A file explorer window will pop-up. | 5. A file explorer window will pop-up. Locate the plugin .zip file that contains the Personator solution. Click '''Open'''. | ||
[[File: | [[File:Dynamics_Personator_Installation_05_Open.png|frame|none|Click '''Open''']] | ||
6. | 6. You should be back at the Select Solution Package window with your file listed. Now click '''Next'''. | ||
[[File: | [[File:Dynamics_Personator_Installation_06_Next.png|frame|none|Click '''Next''']] | ||
7. | 7. On the Import Options window click '''Import'''. | ||
[[File: | [[File:Dynamics_Personator_Installation_07_Import.png|frame|none|Click '''Import''']] | ||
8. Wait for the solution to finish importing. | 8. Wait for the solution to finish importing. | ||
[[File: | [[File:Dynamics_Personator_Installation_08_Wait.png|frame|none|Wait for importing to finish]] | ||
9. The installation is now complete. | 9. The installation is now complete. Click '''Close''' to finish. | ||
[[File: | [[File:Dynamics_Personator_Installation_09_Close.png|frame|none|Installation complete]] | ||
[[Category:Dynamics | To configure Personator, see [[Dynamics:Personator:Configuration|Configuration]]. | ||
[[Category:Clean Suite for CRM:Dynamics]] | |||
[[Category:Dynamics Personator]] | [[Category:Dynamics Personator]] |
Latest revision as of 20:59, 15 March 2019
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Installing 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.
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2. Click Solutions in the Customization category.
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3. Click the Import button.
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4. The Select Solution Package window will pop-up. Click the Choose File button.
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5. A file explorer window will pop-up. Locate the plugin .zip file that contains the Personator solution. Click Open.
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6. You should be back at the Select Solution Package window with your file listed. Now click Next.
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7. On the Import Options window click Import.
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8. Wait for the solution to finish importing.
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9. The installation is now complete. Click Close to finish.
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To configure Personator, see Configuration.