Dynamics:Global Verify:Installation: Difference between revisions

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==Installing Global Verify==
==Installing Global Verify==
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'''. To do this, click the down arrow next to '''Sales''', then click '''Settings''' in the menu that drops down.


[[File:Dynamics_GlobalVerify_Installation_01.png|frame|none|Click '''Settings''' in the drop down]]
[[File:Dynamics_GlobalVerify_Installation_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_GlobalVerify_Installation_02.png|frame|none|Click '''Solutions''']]
[[File:Dynamics_GlobalVerify_Installation_02_Solutions.png|frame|none|Click '''Solutions''']]




3. Click the '''Import''' button.
3. Click the '''Import''' button.


[[File:Dynamics_GlobalVerify_Installation_03.png|frame|none|Click '''Import''']]
[[File:Dynamics_GlobalVerify_Installation_03_Import.png|frame|none|Click '''Import''']]




4. A window will pop-up. Click the '''Choose File''' button.
4. A window will pop-up. Click the '''Choose File''' button.


[[File:Dynamics_GlobalVerify_Installation_04.png|frame|none|Click '''Browse''']]
[[File:Dynamics_GlobalVerify_Installation_04_ChooseFile.png|frame|none|Click '''Choose File''']]




5. A file explorer window will pop-up. Please locate the plugin .zip file that contains the Global Verify solution. Click '''Open''' and then click '''Next'''.
5. A file explorer window will pop-up. Locate the plugin .zip file that contains the Global Verify solution. Click '''Open'''.


[[File:Dynamics_GlobalVerify_Installation_05.png|frame|none|Click '''Open''' then '''Next''']]
[[File:Dynamics_GlobalVerify_Installation_05_Locate.png|frame|none|Click '''Open''']]


: Then click '''Next'''.


6. Click '''Next'''.
[[File:Dynamics_GlobalVerify_Installation_05a_Next.png|frame|none|Click '''Next''']]


[[File:Dynamics_GlobalVerify_Installation_06.png|frame|none|Click '''Next''']]


6. The window will show the '''Solution Information'''. Click '''Import'''.


7. Click '''Next'''.
[[File:Dynamics_GlobalVerify_Installation_06_Import.png|frame|none|Click '''Import''']]


[[File:Dynamics_GlobalVerify_Installation_07.png|frame|none|Click '''Next''']]


7. Wait for the solution to finish importing.


8. Click '''Import'''.
[[File:Dynamics_GlobalVerify_Installation_07_Wait.png|frame|none|Wait for importing to finish]]


[[File:Dynamics_GlobalVerify_Installation_08.png|frame|none|Click '''Import''']]


8. The installation is now complete. Click '''Close'''.


9. Wait for the solution to finish importing.
[[File:Dynamics_GlobalVerify_Installation_08_Close.png|frame|none|Installation complete]]


[[File:Dynamics_GlobalVerify_Installation_09.png|frame|none|Wait for importing to finish]]


9. Click '''Publish All Customizations''' to ensure all changes are applied to your default solution.


10. The installation is now complete.
[[File:Dynamics_GlobalVerify_Installation_09_Publish.png|frame|none|Click '''Publish All Customizations''']]
 
[[File:Dynamics_GlobalVerify_Installation_10.png|frame|none|Installation complete]]
 
 
11. Click '''Publish All Customizations''' to ensure all changes are applied to your default solution.
 
[[File:Dynamics_GlobalVerify_Installation_11.png|frame|none|Click '''Publish All Customizations''']]




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[[Category:Dynamics CRM]]
[[Category:Clean Suite for CRM:Dynamics]]
[[Category:Dynamics Global Verify]]
[[Category:Dynamics Global Verify]]

Latest revision as of 23:03, 21 March 2019

← Clean Suite for CRM:Dynamics

Global Verify Navigation
Overview
Installation
Configuration
Custom Mapping
Tutorial
Fields
Result Codes
Result Codes



Installing Global Verify

1. Begin by navigating to Settings. To do this, click the down arrow next to Sales, then click Settings in the menu that drops down.

Click Settings


2. Click Solutions in the Customization category.

Click Solutions


3. Click the Import button.

Click Import


4. A window will pop-up. Click the Choose File button.

Click Choose File


5. A file explorer window will pop-up. Locate the plugin .zip file that contains the Global Verify solution. Click Open.

Click Open
Then click Next.
Click Next


6. The window will show the Solution Information. Click Import.

Click Import


7. Wait for the solution to finish importing.

Wait for importing to finish


8. The installation is now complete. Click Close.

Installation complete


9. Click Publish All Customizations to ensure all changes are applied to your default solution.

Click Publish All Customizations


To configure Global Verify, see Configuration.