Dynamics:Express Entry:Installation

From Melissa Data Wiki
Revision as of 17:57, 23 December 2016 by Admin (talk | contribs)
Jump to navigation Jump to search

← Clean Suite for CRM:Dynamics

Express Entry Navigation
Overview
Installation
Configuration
Custom Mapping
Tutorial



This is how to install the Express Entry Solution once you have downloaded it.

Installing Express Entry

1. On the starting page of your Dynamics home, click on the triple horizontal lines.

File:Dynamics ExpressEntry Installation 01.png
Click the triple horizontal lines.


2. Click on Settings, then on Solutions.

File:Dynamics ExpressEntry Installation 02.png
Click Settings, then Solutions


3. Click Export to open the Export Wizard.

File:Dynamics ExpressEntry Installation 03.png
Click Export


4. In the new window, click Choose File, select the MDExpressEntryManaged plugin, then click Next.

File:Dynamics ExpressEntry Installation 04.png
Click Choose File


5. Finalize the installation by clicking Import. This process can take up to few minutes.

File:Dynamics ExpressEntry Installation 05.png
Click Import


6. Once the installation is complete, you will receive a popup window indicating which components were installed into your Dynamics environment. Click Close.

File:Dynamics ExpressEntry Installation 06.png
Click Close


To configure Express Entry, see Configuration.