Dynamics:Global Verify:Installation: Difference between revisions
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==Installing Global Verify== | ==Installing Global Verify== | ||
1. Begin by navigating to | 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: | [[File:Dynamics_GlobalVerify_Installation_01_Settings.png|frame|none|Click '''Settings''']] | ||
2. | 2. Click '''Solutions''' in the '''Customization''' category. | ||
[[File: | [[File:Dynamics_GlobalVerify_Installation_02_Solutions.png|frame|none|Click '''Solutions''']] | ||
3. Click the '''Import''' button. | 3. Click the '''Import''' button. | ||
[[File: | [[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: | [[File:Dynamics_GlobalVerify_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 Global Verify solution. Click '''Open'''. | ||
[[File: | [[File:Dynamics_GlobalVerify_Installation_05_Locate.png|frame|none|Click '''Open''']] | ||
: Then click '''Next'''. | |||
[[File:Dynamics_GlobalVerify_Installation_05a_Next.png|frame|none|Click '''Next''']] | |||
6. The window will show the '''Solution Information'''. Click '''Import'''. | |||
[[File:Dynamics_GlobalVerify_Installation_06_Import.png|frame|none|Click '''Import''']] | |||
7. Wait for the solution to finish importing. | |||
[[File:Dynamics_GlobalVerify_Installation_07_Wait.png|frame|none|Wait for importing to finish]] | |||
8. The installation is now complete. Click '''Close'''. | |||
[[File:Dynamics_GlobalVerify_Installation_08_Close.png|frame|none|Installation complete]] | |||
9. Click '''Publish All Customizations''' to ensure all changes are applied to your default solution. | |||
[[File:Dynamics_GlobalVerify_Installation_09_Publish.png|frame|none|Click '''Publish All Customizations''']] | |||
[[File: | |||
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[[Category:Dynamics | [[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 | ||
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Overview | ||
Installation | ||
Configuration | ||
Custom Mapping | ||
Tutorial | ||
Fields | ||
|
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.
![](/images/5/5a/Dynamics_GlobalVerify_Installation_01_Settings.png)
2. Click Solutions in the Customization category.
![](/images/6/6c/Dynamics_GlobalVerify_Installation_02_Solutions.png)
3. Click the Import button.
![](/images/d/d3/Dynamics_GlobalVerify_Installation_03_Import.png)
4. A window will pop-up. Click the Choose File button.
![](/images/a/a4/Dynamics_GlobalVerify_Installation_04_ChooseFile.png)
5. A file explorer window will pop-up. Locate the plugin .zip file that contains the Global Verify solution. Click Open.
![](/images/e/e4/Dynamics_GlobalVerify_Installation_05_Locate.png)
- Then click Next.
![](/images/2/24/Dynamics_GlobalVerify_Installation_05a_Next.png)
6. The window will show the Solution Information. Click Import.
![](/images/e/ef/Dynamics_GlobalVerify_Installation_06_Import.png)
7. Wait for the solution to finish importing.
![](/images/e/e9/Dynamics_GlobalVerify_Installation_07_Wait.png)
8. The installation is now complete. Click Close.
![](/images/4/48/Dynamics_GlobalVerify_Installation_08_Close.png)
9. Click Publish All Customizations to ensure all changes are applied to your default solution.
![](/images/0/08/Dynamics_GlobalVerify_Installation_09_Publish.png)
To configure Global Verify, see Configuration.