Dynamics:Express Entry:Configuration: Difference between revisions

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[[Category:Dynamics CRM]]
[[Category:Clean Suite for CRM:Dynamics]]
[[Category:Dynamics Express Entry]]
[[Category:Dynamics Express Entry]]

Revision as of 14:45, 27 September 2018

← Clean Suite for CRM:Dynamics

Express Entry Navigation
Overview
Installation
Configuration
Custom Mapping
Tutorial



This is how to configure Express Entry once you have completed the installation.

Configuring Express Entry

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.

Click Settings


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

Click Solutions


3. On the solutions page, click on the Express Entry Plugin to load a new window.

File:Dynamics ExpressEntry Configuration 01.png
Click Express Entry Plugin


4. Click Configuration in the solution pane located on the left side of the window. Then enter your License Key into the specified field.

File:Dynamics ExpressEntry Configuration 02.png
Enter your License Key


5. Setup your desired options.

File:Dynamics ExpressEntry Configuration 03.png
Set options


6. Click Set to save this configuration. This completes the configuration.

File:Dynamics ExpressEntry Configuration 04.png
Click Set