Dynamics:Personator:Tutorial: Difference between revisions
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Created page with "{{DynamicsPersonatorNav}} {{CustomTOC}} ==Personator Tutorial== Note: In order to use the Personator service, you must first configure the Customer ID and options. This tu..." |
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1. Hover over the '''Sales''' button on the top ribbon. Then click '''Contacts'''. | 1. Hover over the '''Sales''' button on the top ribbon. Then click '''Contacts'''. | ||
[[File: | [[File:Dynamics_Personator_Tutorial_01.png|frame|none|Click '''Contacts''']] | ||
2. Click '''New''' to create a new '''Contact'''. | 2. Click '''New''' to create a new '''Contact'''. | ||
[[File: | [[File:Dynamics_Personator_Tutorial_02.png|frame|none|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.png|frame|none|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. | ||
[[File: | [[File:Dynamics_Personator_Tutorial_04.png|frame|none|Enter input information]] | ||
5. Click the '''Personator''' button in the top ribbon. | 5. Click the '''Personator''' button in the top ribbon. | ||
[[File: | [[File:Dynamics_Personator_Tutorial_05.png|frame|none|Click '''Personator''' button]] | ||
6. Check that the '''Process Date''' field reflects the current date and time. | 6. Check that the '''Process Date''' field reflects the current date and time. | ||
[[File: | [[File:Dynamics_Personator_Tutorial_06.png|frame|none|Verify '''Process Date''']] | ||
7. The '''Processed Results''' will show immediate feedback in a simple way that interprets the output. | 7. The '''Processed Results''' will show immediate feedback in a simple way that interprets the output. | ||
[[File: | [[File:Dynamics_Personator_Tutorial_07.png|frame|none|View '''Processed Results''']] | ||
8. Scroll down to view the detailed output. | 8. Scroll down to view the detailed output. | ||
[[File: | [[File:Dynamics_Personator_Tutorial_08.png|frame|none|Scroll to view output]] | ||
[[Category:Dynamics CRM]] | [[Category:Dynamics CRM]] | ||
[[Category:Dynamics Personator]] | [[Category:Dynamics Personator]] | ||
Revision as of 18:20, 18 April 2016
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Personator Tutorial
Note: In order to use the Personator service, you must first configure the Customer ID and options.
This tutorial will teach you how to use the Personator service in Microsoft Dynamics CRM in the Contact entity.
1. Hover over the Sales button on the top ribbon. Then click Contacts.
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.
5. Click the Personator button in the top ribbon.
6. Check that the Process Date field reflects the current date and time.
7. The Processed Results will show immediate feedback in a simple way that interprets the output.
8. Scroll down to view the detailed output.
