Dynamics:Personator:Configuration: Difference between revisions

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==Configuring Personator==
==Configuring Personator==
1. Begin by navigating to settings in the top ribbon. First, hover over '''Microsoft Dynamics CRM''' in the upper left hand corner; then click '''Settings''' in the menu that drops down.
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:Dynamics_Personator_Configuration_01.png|frame|none|Click '''Settings''']]
[[File:Dynamics_Personator_Configuration_01_Settings.png|frame|none|Click '''Settings''']]




2. Hover over the '''Settings''' button in the ribbon. Next, click '''Solutions'''.
2. Click '''Solutions''' in the '''Customization''' category.


[[File:Dynamics_Personator_Configuration_02.png|frame|none|Click '''Solutions''']]
[[File:Dynamics_Personator_Configuration_02_Solutions.png|frame|none|Click '''Solutions''']]




3. Click the Melissa Data Personator Plugin.
3. Click the '''MDPersonatorPlugin''' under '''Display Name'''.


[[File:Dynamics_Personator_Configuration_03.png|frame|none|Click the Personator plugin]]
[[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:Dynamics_Personator_Configuration_04.png|frame|none|Click '''Configuration''']]
[[File:Dynamics_Personator_Configuration_04_Configuration.png|frame|none|Click '''Configuration''']]




5. Please enter your Customer ID into the specified field.
5. Then enter your License Key into the '''License''' field


[[File:Dynamics_Personator_Configuration_05.png|frame|none|Enter your customer ID]]
[[File:Dynamics_Personator_Configuration_05_License.png|frame|none|Enter your License Key]]




6. Please check which actions that you would like to perform.
6. Select which actions that you want to perform.


[[File:Dynamics_Personator_Configuration_06.png|frame|none|Check your desired actions]]
[[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:Dynamics_Personator_Configuration_07.png|frame|none|Select '''Check''' actions]]
[[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:Dynamics_Personator_Configuration_08.png|frame|none|Select '''Verify''' and '''Append''' actions]]
[[File:Dynamics_Personator_Configuration_08_VerifyAppendOptions.png|frame|none|Select '''Verify''' and '''Append''' options]]




9. Select your desired options for '''Move Confidence'''.
9. Select your desired output options.


[[File:Dynamics_Personator_Configuration_09.png|frame|none|Select '''Move Confidence''' options]]
[[File:Dynamics_Personator_Configuration_09_OutputOptions.png|frame|none|Select output options]]




10. Select your desired output options.
10. Select your desired Dynamics CRM options.


[[File:Dynamics_Personator_Configuration_10.png|frame|none|Select output options]]
[[File:Dynamics_Personator_Configuration_10_DynamicsOptions.png|frame|none|Select Dynamics CRM options]]




11. Click '''Set''' to save these configurations. This completes the configuration.
11. Click '''Save All Settings''' to save these configurations. This completes the configuration.
 
 
[[File:Dynamics_Personator_Configuration_11.png|frame|none|Click '''Set''']]
[[File:Dynamics_Personator_Configuration_11_Save.png|frame|none|Click '''Set''']]




[[Category:Dynamics CRM]]
[[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
Overview
Installation
Configuration
Custom Mapping
Tutorial
Fields
Result Codes
Result Codes



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.

Click Settings


2. Click Solutions in the Customization category.

Click Solutions


3. Click the MDPersonatorPlugin under Display Name.

Click the MDPersonatorPlugin


4. Click Configuration in the solution pane located on the left side of the window.

Click Configuration


5. Then enter your License Key into the License field

Enter your License Key


6. Select which actions that you want to perform.

Select your desired actions


7. Select your desired options for the Check action.

Select Check options


8. Select your desired options for the Verify and Append actions.

Select Verify and Append options


9. Select your desired output options.

Select output options


10. Select your desired Dynamics CRM options.

Select Dynamics CRM options


11. Click Save All Settings to save these configurations. This completes the configuration.  

Click Set
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