Difference between revisions of "Dynamics:Business Coder:Configuration"
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(Created page with "{{DynamicsBusinessCoderNav}} {{CustomTOC}} ==Configuring Business Coder== 1. Begin by navigating to settings in the top ribbon. First, hover over '''Microsoft Dynamics CRM'...") |
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4. Click '''Configuration''' in the solution pane located on the left side of the window. | 4. Click '''Configuration''' in the solution pane located on the left side of the window. | ||
5. Please enter your Customer ID into the specified field. | 5. Please enter your Customer ID into the specified field. | ||
[[File: | [[File:Dynamics_BusinessCoder_Configuration_04.png|frame|none|Enter your customer ID]] | ||
6. Select your desired options. | 6. Select your desired options. | ||
[[File: | [[File:Dynamics_BusinessCoder_Configuration_05.png|frame|none|Select options]] | ||
7. Choose if you want to '''Verify on Save'''. | |||
[[File:Dynamics_BusinessCoder_Configuration_06.png|frame|none|Choose '''Verify on Save''']] | |||
8. Choose you want to '''Overwrite Input'''. | |||
[[File:Dynamics_BusinessCoder_Configuration_07.png|frame|none|Choose '''Overwrite Input''']] | |||
9. Click '''Set''' to save these configurations. This completes the configuration. | |||
[[File:Dynamics_BusinessCoder_Configuration_08.png|frame|none|Click '''Set''']] | |||
[[File: | |||
[[Category:Dynamics CRM]] | [[Category:Dynamics CRM]] | ||
[[Category:Dynamics Business Coder]] | [[Category:Dynamics Business Coder]] | ||
Revision as of 20:22, 17 August 2016
← Clean Suite for CRM:Dynamics
| Business Coder Navigation | ||
|---|---|---|
| Overview | ||
| Installation | ||
| Configuration | ||
| Tutorial | ||
| Fields | ||
|
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.
5. Please enter your Customer ID into the specified field.
File:Dynamics BusinessCoder Configuration 04.png
Enter your customer ID
6. Select your desired options.
File:Dynamics BusinessCoder Configuration 05.png
Select options
7. Choose if you want to Verify on Save.
File:Dynamics BusinessCoder Configuration 06.png
Choose Verify on Save
8. Choose you want to Overwrite Input.
File:Dynamics BusinessCoder Configuration 07.png
Choose Overwrite Input
9. Click Set to save these configurations. This completes the configuration.
