Dynamics:Personator:Tutorial

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Personator Tutorial

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

This tutorial will teach you how to use the Personator service in Microsoft Dynamics CRM in the Contact entity.

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

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Click Contacts

2. Click New to create a new Contact.

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Click New to create a new Contact

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

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Enter information and click Done

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

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Enter input information

5. Click the Personator button in the top ribbon.

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Click Personator button

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

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Verify Process Date

7. The Processed Results will show immediate feedback in a simple way that interprets the output.

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View Processed Results

8. Scroll down to view the detailed output.

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Scroll to view output