Dynamics:Personator:Tutorial: Difference between revisions
No edit summary |
No edit summary |
||
| (3 intermediate revisions by the same user not shown) | |||
| Line 5: | Line 5: | ||
==Personator Tutorial== | ==Personator Tutorial== | ||
Note: In order to use the Personator service, you must first configure the | Note: In order to use the Personator service, you must first configure the License Key and options. | ||
This tutorial will teach you how to use the Personator service in Microsoft Dynamics CRM in the '''Contact''' entity. | This tutorial will teach you how to use the Personator service in Microsoft Dynamics CRM in the '''Contact''' entity. | ||
1. | 1. Begin by navigating to '''Contacts'''. To do this, click '''Sales''' along the top, then click '''Sales''' in the menu that drops down. Then click '''Contacts''' under the '''Customers''' category. | ||
[[File: | [[File:Dynamics_Personator_Tutorial_01_Contacts.png|frame|none|alt=Dynamics Personator Tutorial 01 - Contacts - Melissa Wiki|Click '''Contacts''']] | ||
2. Click '''New''' to create a new '''Contact'''. | 2. Click '''New''' to create a new '''Contact'''. | ||
[[File: | [[File:Dynamics_Personator_Tutorial_02_NewContact.png|frame|none|alt=Dynamics Personator Tutorial 02 - New Contact - Melissa Wiki|Click '''New''' to create a new '''Contact''']] | ||
3. Enter a first name and last name into the appropriate fields, then click '''Done'''. | 3. Enter a first name and last name into the appropriate fields, then click '''Done'''. | ||
[[File: | [[File:Dynamics_Personator_Tutorial_03_Name.png|frame|none|alt=Dynamics Personator Tutorial 03 - Name - Melissa Wiki|Enter information and click '''Done''']] | ||
4. Enter the input information. Address will be entered in this example. | 4. Enter the input information. Address will be entered in this example. Click '''Done''' when you finish. | ||
[[File: | [[File:Dynamics_Personator_Tutorial_04_Address.png|frame|none|alt=Dynamics Personator Tutorial 04 - Address - Melissa Wiki|Enter input information]] | ||
5. Click the '''Personator''' button | 5. Click the '''Personator''' button. | ||
[[File: | [[File:Dynamics_Personator_Tutorial_05_Personator.png|frame|none|alt=Dynamics Personator Tutorial 05 - Personator - Melissa Wiki|Click '''Personator''' button]] | ||
6. | 6. Verify that the '''Process Date''' field reflects the current date and time. | ||
[[File: | [[File:Dynamics_Personator_Tutorial_06_ProcessDate.png|frame|none|alt=Dynamics Personator Tutorial 06 - Process Date - Melissa Wiki|Verify '''Process Date''']] | ||
7. The ''' | 7. The '''Results''' field will show a list of result codes for your records. This is the first place you will look to determine what has happened with your data. For a list of result codes returned by the Personator solution, see [[Result Code Details#Dynamics:Personator|Dynamics CRM Personator Solution Result Codes]]. | ||
[[File: | [[File:Dynamics_Personator_Tutorial_07_Results.png|frame|none|alt=Dynamics Personator Tutorial 07 - Results - Melissa Wiki|View '''Results''']] | ||
8. | 8. To see more field details, click any of the output tabs to see their respective fields. | ||
[[File: | [[File:Dynamics_Personator_Tutorial_08_Output.png|frame|none|alt=Dynamics Personator Tutorial 08 - Output - Melissa Wiki|Select tabs to view output]] | ||
[[Category:Dynamics | 9.Click '''Overwrite Input''' button to view possible input value replacements. Select which fields you want to overwrite, and click '''Confirm''' to finalize the changes. | ||
[[File:Dynamics_Personator_Tutorial_09_OverwriteInput.png|frame|none|alt=Dynamics Personator Tutorial 09 - Overwrite Input - Melissa Wiki|Select what input to overwrite]] | |||
[[Category:Clean Suite for CRM:Dynamics]] | |||
[[Category:Dynamics Personator]] | [[Category:Dynamics Personator]] | ||
Latest revision as of 21:13, 12 March 2021
← Clean Suite for CRM:Dynamics
| Personator Navigation | ||
|---|---|---|
| Overview | ||
| Installation | ||
| Configuration | ||
| Custom Mapping | ||
| Tutorial | ||
| Fields | ||
|
Personator Tutorial
Note: In order to use the Personator service, you must first configure the License Key and options.
This tutorial will teach you how to use the Personator service in Microsoft Dynamics CRM in the Contact entity.
1. Begin by navigating to Contacts. To do this, click Sales along the top, then click Sales in the menu that drops down. Then click Contacts under the Customers category.
2. Click New to create a new Contact.
3. Enter a first name and last name into the appropriate fields, then click Done.
4. Enter the input information. Address will be entered in this example. Click Done when you finish.
5. Click the Personator button.
6. Verify that the Process Date field reflects the current date and time.
7. The Results field will show a list of result codes for your records. This is the first place you will look to determine what has happened with your data. For a list of result codes returned by the Personator solution, see Dynamics CRM Personator Solution Result Codes.
8. To see more field details, click any of the output tabs to see their respective fields.
9.Click Overwrite Input button to view possible input value replacements. Select which fields you want to overwrite, and click Confirm to finalize the changes.
