Dynamics:Personator:Configuration

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Revision as of 21:27, 27 April 2016 by Admin (talk | contribs)
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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 Customer ID into the specified field.

File:Dynamics Personator Configuration 05.png
Enter your customer ID


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 options for Move Confidence.

File:Dynamics Personator Configuration 09.png
Select Move Confidence options


10. Select your desired output options.

Select output options


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

Click Set