Dynamics:Business Coder:Installation: Difference between revisions

From Melissa Data Wiki
Jump to navigation Jump to search
No edit summary
No edit summary
 
Line 5: Line 5:


==Installing Business Coder==
==Installing 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.
1. Begin by navigating to '''Solutions'''. To do this, first click '''Sales''' along the top, then click '''Settings''' in the menu that drops down, then click '''Solutions''' under the '''Customization''' category.


[[File:Dynamics_BusinessCoder_Installation_01.png|frame|none|Click '''Settings''' in the drop down]]
[[File:Dynamics_BusinessCoder_Installation_01_Solutions.png|frame|none|Click '''Solutions''']]




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


[[File:Dynamics_BusinessCoder_Installation_02.png|frame|none|Click '''Solutions''']]
[[File:Dynamics_BusinessCoder_Installation_02_Import.png|frame|none|Click '''Import''']]




3. Click the '''Import''' button.
3. A window will pop-up. Click the '''Choose File''' button to select a solution package, then click '''Next'''.


[[File:Dynamics_BusinessCoder_Installation_03.png|frame|none|Click '''Import''']]
[[File:Dynamics_BusinessCoder_Installation_03_ChooseFile.png|frame|none|Click '''Choose File''']]




4. A window will pop-up. Click the '''Browse''' or '''Choose File''' button.
4. A file explorer window will pop-up. Please locate the plugin .zip file that contains the Business Coder solution. Click '''Open''' and then click '''Next'''.


[[File:Dynamics_BusinessCoder_Installation_04.png|frame|none|Click '''Browse''']]
[[File:Dynamics_BusinessCoder_Installation_04_OpenPlugin.png|frame|none|Click '''Open''' then '''Next''']]




5. A file explorer window will pop-up. Please locate the plugin .zip file that contains the Business Coder solution. Click '''Open''' and then click '''Next'''.
5. A window will display the solution information for the Business Coder Plugin .Click '''Next'''.


[[File:Dynamics_BusinessCoder_Installation_05.png|frame|none|Click '''Open''' then '''Next''']]
[[File:Dynamics_BusinessCoder_Installation_05_Information.png|frame|none|Click '''Next''']]


6. Then the import options will display. Click '''Import'''.


6. Click '''Import'''.
[[File:Dynamics_BusinessCoder_Installation_06_Import.png|frame|none|Click '''Import''']]
 
[[File:Dynamics_BusinessCoder_Installation_06.png|frame|none|Click '''Import''']]




7. Wait for the solution to finish importing.
7. Wait for the solution to finish importing.


[[File:Dynamics_BusinessCoder_Installation_07.png|frame|none|Wait for importing to finish]]
[[File:Dynamics_BusinessCoder_Installation_07_Wait.png|frame|none|Wait for importing to finish]]




8. Click '''Close'''.
8. The Buseiness Coder Plugin import should complete successfully. Click '''Close'''.


[[File:Dynamics_BusinessCoder_Installation_08.png|frame|none|Click '''Close''']]
[[File:Dynamics_BusinessCoder_Installation_08_Close.png|frame|none|Click '''Close''']]




9. Click '''Publish All Customizations'''. The installation is now complete.
9. Click '''Publish All Customizations'''. The installation is now complete.


[[File:Dynamics_BusinessCoder_Installation_09.png|frame|none|Click '''Publish All Customizations''']]
[[File:Dynamics_BusinessCoder_Installation_09_Publish.png|frame|none|Click '''Publish All Customizations''']]





Latest revision as of 16:52, 15 March 2019

← Clean Suite for CRM:Dynamics

Business Coder Navigation
Overview
Installation
Configuration
Tutorial
Fields
Result Codes
Result Codes



Installing Business Coder

1. Begin by navigating to Solutions. To do this, first click Sales along the top, then click Settings in the menu that drops down, then click Solutions under the Customization category.

Click Solutions


2. Click the Import button.

Click Import


3. A window will pop-up. Click the Choose File button to select a solution package, then click Next.

Click Choose File


4. A file explorer window will pop-up. Please locate the plugin .zip file that contains the Business Coder solution. Click Open and then click Next.

Click Open then Next


5. A window will display the solution information for the Business Coder Plugin .Click Next.

Click Next

6. Then the import options will display. Click Import.

Click Import


7. Wait for the solution to finish importing.

Wait for importing to finish


8. The Buseiness Coder Plugin import should complete successfully. Click Close.

Click Close


9. Click Publish All Customizations. The installation is now complete.

Click Publish All Customizations


To configure Business Coder, see Configuration.