Dynamics:Business Coder:Configuration

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← Clean Suite for CRM:Dynamics

Business Coder Navigation
Overview
Installation
Configuration
Tutorial
Fields
Result Codes
Result Codes



Configuring Business Coder

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. Click the Melissa Data Business Coder solution under Display Name.

File:Dynamics BusinessCoder Configuration 03.png
Click the Business Coder solution under Display Name


4. Click Configuration in the solution pane located on the left side of the window.

File:Dynamics BusinessCoder Configuration 04.png
Click Configuration


5. Please enter your Customer ID into the specified field.

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


6. Select your desired options.

File:Dynamics BusinessCoder Configuration 06.png
Select options


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

File:Dynamics BusinessCoder Configuration 07.png
Click Set