Dynamics:Personator:Configuration: Difference between revisions
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==Configuring Personator== | ==Configuring 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_Configuration_01_Settings.png|frame|none|Click '''Settings''']] | ||
2. | 2. Click '''Solutions''' in the '''Customization''' category. | ||
[[File: | [[File:Dynamics_Personator_Configuration_02_Solutions.png|frame|none|Click '''Solutions''']] | ||
3. Click the | 3. Click the '''MDPersonatorPlugin''' under '''Display Name'''. | ||
[[File: | [[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. | 4. Click '''Configuration''' in the solution pane located on the left side of the window. | ||
[[File: | [[File:Dynamics_Personator_Configuration_04_Configuration.png|frame|none|Click '''Configuration''']] | ||
5. | 5. Then enter your License Key into the '''License''' field | ||
[[File: | [[File:Dynamics_Personator_Configuration_05_License.png|frame|none|Enter your License Key]] | ||
6. | 6. Select which actions that you want to perform. | ||
[[File: | [[File:Dynamics_Personator_Configuration_06_Actions.png|frame|none|Select your desired actions]] | ||
7. Select your desired options for the '''Check''' action. | 7. Select your desired options for the '''Check''' action. | ||
[[File: | [[File:Dynamics_Personator_Configuration_07_CheckOptions.png|frame|none|Select '''Check''' options]] | ||
8. Select your desired options for the '''Verify''' and '''Append''' actions. | 8. Select your desired options for the '''Verify''' and '''Append''' actions. | ||
[[File: | [[File:Dynamics_Personator_Configuration_08_VerifyAppendOptions.png|frame|none|Select '''Verify''' and '''Append''' options]] | ||
9. Select your desired options | 9. Select your desired output options. | ||
[[File: | [[File:Dynamics_Personator_Configuration_09_OutputOptions.png|frame|none|Select output options]] | ||
10. Select your desired | 10. Select your desired Dynamics CRM options. | ||
[[File: | [[File:Dynamics_Personator_Configuration_10_DynamicsOptions.png|frame|none|Select Dynamics CRM options]] | ||
11. Click ''' | 11. Click '''Save All Settings''' to save these configurations. This completes the configuration. | ||
[[File: | [[File:Dynamics_Personator_Configuration_11_Save.png|frame|none|Click '''Set''']] | ||
[[Category:Dynamics | [[Category:Clean Suite for CRM:Dynamics]] | ||
[[Category:Dynamics Personator]] | [[Category:Dynamics Personator]] |
Latest revision as of 20:30, 19 March 2019
← Clean Suite for CRM:Dynamics
Personator Navigation | ||
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Overview | ||
Installation | ||
Configuration | ||
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Tutorial | ||
Fields | ||
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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.
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2. Click Solutions in the Customization category.
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3. Click the MDPersonatorPlugin under Display Name.
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4. Click Configuration in the solution pane located on the left side of the window.
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5. Then enter your License Key into the License field
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6. Select which actions that you want to perform.
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7. Select your desired options for the Check action.
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8. Select your desired options for the Verify and Append actions.
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9. Select your desired output options.
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10. Select your desired Dynamics CRM options.
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11. Click Save All Settings to save these configurations. This completes the configuration.
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