Dynamics:Express Entry:Configuration: Difference between revisions
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==Configuring Express Entry== | ==Configuring Express Entry== | ||
1. Begin by navigating to | 1. Begin by navigating to '''Settings'''. To do this, click the down arrow next to '''Sales''', then '''Settings''' in the menu that drops down. | ||
[[File: | [[File:Dynamics_ExpressEntry_Configuration_01_Settings.png|frame|none|Click '''Settings''']] | ||
2. | 2. Then click '''Solutions''' in the '''Customization''' category. | ||
[[File: | [[File:Dynamics_ExpressEntry_Configuration_02_Solutions.png|frame|none|Click '''Solutions''']] | ||
3. | 3. Click the '''MD Express Entry Plugin''' under '''Display Name'''. | ||
[[File: | [[File:Dynamics_ExpressEntry_Configuration_03_ExpressEntryPlugin.png|frame|none|Click '''MD Express Entry Plugin''']] | ||
4. Click '''Configuration''' in the solution pane located on the left side of the window. Then enter your '''License | 4. Click '''Configuration''' in the solution pane located on the left side of the window. Then enter your License Key into the '''License''' field and check the '''Activate Express Entry''' | ||
[[File: | [[File:Dynamics_ExpressEntry_Configuration_04_Configuration.png|frame|none|Click '''Configuration''']] | ||
5. Setup your desired options. | 5. Setup your desired options. Then click '''Set''' to save this configuration. This completes the configuration. | ||
[[File: | [[File:Dynamics_ExpressEntry_Configuration_05_Options.png|frame|none|Click '''Save all Settings''']] | ||
[[Category:Clean Suite for CRM:Dynamics]] | [[Category:Clean Suite for CRM:Dynamics]] | ||
[[Category:Dynamics Express Entry]] | [[Category:Dynamics Express Entry]] |
Latest revision as of 23:36, 21 March 2019
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This is how to configure Express Entry once you have completed the installation.
Configuring Express Entry
1. Begin by navigating to Settings. To do this, click the down arrow next to Sales, then Settings in the menu that drops down.
2. Then click Solutions in the Customization category.
3. Click the MD Express Entry Plugin under Display Name.
4. Click Configuration in the solution pane located on the left side of the window. Then enter your License Key into the License field and check the Activate Express Entry
5. Setup your desired options. Then click Set to save this configuration. This completes the configuration.