Dynamics:Personator:Installation

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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


To configure Personator, see Configuration.