Dynamics:Personator:Configuration

← Clean Suite for CRM:Dynamics

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