Dynamics:Personator:Configuration: Difference between revisions

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[[Category:Dynamics CRM]]
[[Category:Clean Suite for CRM:Dynamics]]
[[Category:Dynamics Personator]]
[[Category:Dynamics Personator]]

Revision as of 14:51, 27 September 2018

← Clean Suite for CRM:Dynamics

Personator Navigation
Overview
Installation
Configuration
Custom Mapping
Tutorial
Fields
Result Codes
Result Codes



Configuring Personator

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.

File:Dynamics Personator Configuration 01.png
Click Settings


2. Hover over the Settings button in the ribbon. Next, click Solutions.

File:Dynamics Personator Configuration 02.png
Click Solutions


3. Click the Melissa Data Personator solution under Display Name.

File:Dynamics Personator Configuration 03.png
Click the Personator solution under Display Name


4. Click Configuration in the solution pane located on the left side of the window.

File:Dynamics Personator Configuration 04.png
Click Configuration


5. Please enter your License Key into the specified field.

File:Dynamics Personator Configuration 05.png
Enter your License Key


6. Please check which actions that you would like to perform.

File:Dynamics Personator Configuration 06.png
Check your desired actions


7. Select your desired options for the Check action.

File:Dynamics Personator Configuration 07.png
Select Check actions


8. Select your desired options for the Verify and Append actions.

File:Dynamics Personator Configuration 08.png
Select Verify and Append actions


9. Select your desired output options.

Select output options


10. Click Set to save these configurations. This completes the configuration.  

Click Set