Dynamics:Personator:Configuration

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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