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]] | ||
Latest revision as of 20:59, 15 March 2019
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| Personator Navigation | ||
|---|---|---|
| Overview | ||
| Installation | ||
| Configuration | ||
| Custom Mapping | ||
| Tutorial | ||
| Fields | ||
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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.
2. Click Solutions in the Customization category.
3. Click the Import button.
4. The Select Solution Package window will pop-up. Click the Choose File button.
5. A file explorer window will pop-up. Locate the plugin .zip file that contains the Personator solution. Click Open.
6. You should be back at the Select Solution Package window with your file listed. Now click Next.
7. On the Import Options window click Import.
8. Wait for the solution to finish importing.
9. The installation is now complete. Click Close to finish.
To configure Personator, see Configuration.