Dynamics:Personator:Installation

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← Clean Suite for CRM:Dynamics

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



Installing 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 Installation 01.png
Click Settings in the drop down


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

File:Dynamics Personator Installation 02.png
Click Solutions


3. Click the Import button.

File:Dynamics Personator Installation 03.png
Click Import


4. A window will pop-up. Click the Browse or Choose File button.

File:Dynamics Personator Installation 04.png
Click Browse


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

File:Dynamics Personator Installation 05.png
Click Open then Next


6. Click Next.

File:Dynamics Personator Installation 06.png
Click Next


7. Click Import.

File:Dynamics Personator Installation 07.png
Click Import


8. Wait for the solution to finish importing.

File:Dynamics Personator Installation 08.png
Wait for importing to finish


9. The installation is now complete.

File:Dynamics Personator Installation 09.png
Installation complete