Dynamics:Business Coder:Tutorial

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Business Coder Tutorial

Note: In order to use the Business Coder service, you must first configure the Customer ID and options.

This tutorial will teach you how to use the Business Coder solution in Microsoft Dynamics CRM in the Contact entity.

1. Hover over the Sales button on the top ribbon. Then click Contacts.

File:Dynamics BusinessCoder Tutorial 01.png

Click Contacts

2. Click New to create a new Contact.

File:Dynamics BusinessCoder Tutorial 02.png

Click New to create a new Contact

3. Enter a first name and last name into the appropriate fields, then click Done.

File:Dynamics BusinessCoder Tutorial 03.png

Enter information and click Done

4. Enter the input information. Company will be entered in this example.

File:Dynamics BusinessCoder Tutorial 04.png

Enter input information

5. Click the Verify Business button in the top ribbon.

File:Dynamics BusinessCoder Tutorial 05.png

Click Verify Business button

6. Check that the Process Date field reflects the current date and time.

File:Dynamics BusinessCoder Tutorial 06.png

Verify Process Date

7. Scroll down to view the detailed output.

File:Dynamics BusinessCoder Tutorial 07.png

Scroll to view output