Dynamics:Business Coder:Tutorial: Difference between revisions
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Created page with "{{DynamicsBusinessCoderNav}} {{CustomTOC}} ==Business Coder Tutorial== Note: In order to use the Business Coder service, you must first configure the Customer ID and option..." |
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Note: In order to use the Business Coder service, you must first configure the Customer ID and options. | Note: In order to use the Business Coder service, you must first configure the Customer ID and options. | ||
This tutorial will teach you how to use the Business Coder solution in Microsoft Dynamics CRM in the ''' | This tutorial will teach you how to use the Business Coder solution in Microsoft Dynamics CRM in the '''Competitor''' entity. | ||
1. | 1. Click the '''Sales''' button on the top ribbon. | ||
[[File:Dynamics_BusinessCoder_Tutorial_01.png|frame|none|Click ''' | [[File:Dynamics_BusinessCoder_Tutorial_01.png|frame|none|Click '''Sales''']] | ||
2. Click ''' | 2. Click '''Competitors'''. | ||
[[File:Dynamics_BusinessCoder_Tutorial_02.png|frame|none|Click ''' | [[File:Dynamics_BusinessCoder_Tutorial_02.png|frame|none|Click '''Competitors''']] | ||
3. | 3. Click '''New''' to create a new '''Competitor'''. | ||
[[File:Dynamics_BusinessCoder_Tutorial_03.png|frame|none| | [[File:Dynamics_BusinessCoder_Tutorial_03.png|frame|none|Click '''New''' to create a new '''Competitor''']] | ||
4. Enter the | 4. Enter the new competitor information. | ||
[[File:Dynamics_BusinessCoder_Tutorial_04.png|frame|none|Enter | [[File:Dynamics_BusinessCoder_Tutorial_04.png|frame|none|Enter competitor information]] | ||
5. | 5. Once you add a new competitor, the '''Business Coder Details''' section will be added. | ||
[[File:Dynamics_BusinessCoder_Tutorial_05.png|frame|none| | [[File:Dynamics_BusinessCoder_Tutorial_05.png|frame|none|'''Business Coder Details''' section]] | ||
6. | 6. Click the '''Verify Business''' button in the top ribbon. | ||
[[File:Dynamics_BusinessCoder_Tutorial_06.png|frame|none| | [[File:Dynamics_BusinessCoder_Tutorial_06.png|frame|none|Click '''Verify Business''' button]] | ||
7. Scroll down to view the detailed output. | 7. Scroll down to view the detailed output in the '''Business Coder Details''' section. | ||
[[File:Dynamics_BusinessCoder_Tutorial_07.png|frame|none|Scroll to view output]] | [[File:Dynamics_BusinessCoder_Tutorial_07.png|frame|none|Scroll to view output]] | ||
Revision as of 20:40, 17 August 2016
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Business Coder Tutorial
Note: In order to use the Business Coder service, you must first configure the Customer ID and options.
This tutorial will teach you how to use the Business Coder solution in Microsoft Dynamics CRM in the Competitor entity.
1. Click the Sales button on the top ribbon.
2. Click Competitors.
3. Click New to create a new Competitor.
4. Enter the new competitor information.
5. Once you add a new competitor, the Business Coder Details section will be added.
6. Click the Verify Business button in the top ribbon.
7. Scroll down to view the detailed output in the Business Coder Details section.
