Dynamics:Business Coder:Configuration: Difference between revisions
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4. Click '''Configuration''' in the solution pane located on the left side of the window. | 4. Click '''Configuration''' in the solution pane located on the left side of the window. Then enter your Customer ID into the specified field. | ||
[[File:Dynamics_BusinessCoder_Configuration_04.png|frame|none|Enter your customer ID]] | [[File:Dynamics_BusinessCoder_Configuration_04.png|frame|none|Enter your customer ID]] | ||
5. Select your desired options. | |||
[[File:Dynamics_BusinessCoder_Configuration_05.png|frame|none|Select options]] | [[File:Dynamics_BusinessCoder_Configuration_05.png|frame|none|Select options]] | ||
6. Choose if you want to '''Verify on Save'''. | |||
[[File:Dynamics_BusinessCoder_Configuration_06.png|frame|none|Choose '''Verify on Save''']] | [[File:Dynamics_BusinessCoder_Configuration_06.png|frame|none|Choose '''Verify on Save''']] | ||
7. Choose you want to '''Overwrite Input'''. | |||
[[File:Dynamics_BusinessCoder_Configuration_07.png|frame|none|Choose '''Overwrite Input''']] | [[File:Dynamics_BusinessCoder_Configuration_07.png|frame|none|Choose '''Overwrite Input''']] | ||
8. Click '''Set''' to save these configurations. This completes the configuration. | |||
[[File:Dynamics_BusinessCoder_Configuration_08.png|frame|none|Click '''Set''']] | [[File:Dynamics_BusinessCoder_Configuration_08.png|frame|none|Click '''Set''']] | ||
Revision as of 20:23, 17 August 2016
← Clean Suite for CRM:Dynamics
| Business Coder Navigation | ||
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| Overview | ||
| Installation | ||
| Configuration | ||
| Tutorial | ||
| Fields | ||
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Configuring Business Coder
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.
2. Hover over the Settings button in the ribbon. Next, click Solutions.
3. Click the Melissa Data Business Coder solution under Display Name.
4. Click Configuration in the solution pane located on the left side of the window. Then enter your Customer ID into the specified field.
5. Select your desired options.
6. Choose if you want to Verify on Save.
7. Choose you want to Overwrite Input.
8. Click Set to save these configurations. This completes the configuration.
