Dynamics:Personator:Tutorial: Difference between revisions

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1. Hover over the '''Sales''' button on the top ribbon. Then click '''Contacts'''.
1. Begin by navigating to '''Contacts'''. To do this, click '''Sales''' along the top, then click '''Sales''' in the menu that drops down. Then click '''Contacts''' under the '''Customers''' category.


[[File:Dynamics_Personator_Tutorial_01.png|frame|none|Click '''Contacts''']]
[[File:Dynamics_Personator_Tutorial_01_Contacts.png|frame|none|Click '''Contacts''']]




2. Click '''New''' to create a new '''Contact'''.
2. Click '''New''' to create a new '''Contact'''.


[[File:Dynamics_Personator_Tutorial_02.png|frame|none|Click '''New''' to create a new '''Contact''']]
[[File:Dynamics_Personator_Tutorial_02_NewContact.png|frame|none|Click '''New''' to create a new '''Contact''']]




3. Enter a first name and last name into the appropriate fields, then click '''Done'''.
3. Enter a first name and last name into the appropriate fields, then click '''Done'''.


[[File:Dynamics_Personator_Tutorial_03.png|frame|none|Enter information and click '''Done''']]
[[File:Dynamics_Personator_Tutorial_03_Name.png|frame|none|Enter information and click '''Done''']]




4. Enter the input information. Address will be entered in this example.
4. Enter the input information. Address will be entered in this example. Click '''Done''' when you finish.


[[File:Dynamics_Personator_Tutorial_04.png|frame|none|Enter input information]]
[[File:Dynamics_Personator_Tutorial_04_Address.png|frame|none|Enter input information]]




5. Click the '''Personator''' button in the top ribbon.
5. Click the '''Personator''' button.


[[File:Dynamics_Personator_Tutorial_05.png|frame|none|Click '''Personator''' button]]
[[File:Dynamics_Personator_Tutorial_05_Personator.png|frame|none|Click '''Personator''' button]]




6. Check that the '''Process Date''' field reflects the current date and time.
6. Verify that the '''Process Date''' field reflects the current date and time.


[[File:Dynamics_Personator_Tutorial_06.png|frame|none|Verify '''Process Date''']]
[[File:Dynamics_Personator_Tutorial_06_ProcessDate.png|frame|none|Verify '''Process Date''']]




7. The '''Processed Results''' will show immediate feedback in a simple way that interprets the output.
7. The '''Results''' field will show a list of result codes for your records. This is the first place you will look to determine what has happened with your data. For a list of result codes returned by the Personator solution, see [[Result Code Details#Dynamics:Personator|Dynamics CRM Personator Solution Result Codes]].


[[File:Dynamics_Personator_Tutorial_07.png|frame|none|View '''Processed Results''']]
[[File:Dynamics_Personator_Tutorial_07_Results.png|frame|none|View '''Results''']]




8. Scroll down to view the detailed output.
8. To see more field details, click any of the output tabs to see their respective fields.


[[File:Dynamics_Personator_Tutorial_08.png|frame|none|Scroll to view output]]
[[File:Dynamics_Personator_Tutorial_08_Output.png|frame|none|Select tabs to view output]]
 
 
9.Click '''Overwrite Input''' button to view possible input value replacements. Select which fields you want to overwrite, and click '''Confirm''' to finalize the changes.
 
[[File:Dynamics_Personator_Tutorial_09_OverwriteInput.png|frame|none|Select what input to overwrite]]




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

Revision as of 21:02, 19 March 2019

← Clean Suite for CRM:Dynamics

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



Personator Tutorial

Note: In order to use the Personator service, you must first configure the License Key and options.

This tutorial will teach you how to use the Personator service in Microsoft Dynamics CRM in the Contact entity.


1. Begin by navigating to Contacts. To do this, click Sales along the top, then click Sales in the menu that drops down. Then click Contacts under the Customers category.

Click Contacts


2. Click New to create a new Contact.

Click New to create a new Contact


3. Enter a first name and last name into the appropriate fields, then click Done.

Enter information and click Done


4. Enter the input information. Address will be entered in this example. Click Done when you finish.

Enter input information


5. Click the Personator button.

Click Personator button


6. Verify that the Process Date field reflects the current date and time.

Verify Process Date


7. The Results field will show a list of result codes for your records. This is the first place you will look to determine what has happened with your data. For a list of result codes returned by the Personator solution, see Dynamics CRM Personator Solution Result Codes.

View Results


8. To see more field details, click any of the output tabs to see their respective fields.

Select tabs to view output


9.Click Overwrite Input button to view possible input value replacements. Select which fields you want to overwrite, and click Confirm to finalize the changes.

Select what input to overwrite