Difference between revisions of "Dynamics:Business Coder:Configuration"

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==Configuring Business Coder==
==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.
1. Begin by navigating to '''Solutions'''. To do this, first click '''Sales''' along the top, then click '''Settings''' in the menu that drops down, then click '''Solutions''' under the '''Customization''' category.


[[File:Dynamics_BusinessCoder_Configuration_01.png|frame|none|Click '''Settings''']]
[[File:Dynamics_BusinessCoder_Configuration_01_Solutions.png|frame|none|Click '''Solutions''']]




2. Hover over the '''Settings''' button in the ribbon. Next, click '''Solutions'''.
2. Click the '''Business Coder Plugin''' under '''Display Name'''.


[[File:Dynamics_BusinessCoder_Configuration_02.png|frame|none|Click '''Solutions''']]
[[File:Dynamics_BusinessCoder_Configuration_02_Plugin.png|frame|none|Click the Business Coder Plugin under '''Display Name''']]




3. Click the Melissa Data Business Coder solution under '''Display Name'''.
3. Click '''Configuration''' in the solution pane located on the left side of the window. Then enter your License Key into the specified field.


[[File:Dynamics_BusinessCoder_Configuration_03.png|frame|none|Click the Business Coder solution under '''Display Name''']]
[[File:Dynamics_BusinessCoder_Configuration_03_LicenseKey.png|frame|none|Enter your License Key]]




4. Click '''Configuration''' in the solution pane located on the left side of the window. Then enter your Customer ID into the specified field.
4. Select your desired options.


[[File:Dynamics_BusinessCoder_Configuration_04.png|frame|none|Enter your customer ID]]
[[File:Dynamics_BusinessCoder_Configuration_04_Options.png|frame|none|Select options]]




5. Select your desired options.
5. Choose if you want to '''Overwrite Input'''.


[[File:Dynamics_BusinessCoder_Configuration_05.png|frame|none|Select options]]
[[File:Dynamics_BusinessCoder_Configuration_05_OverwriteInput.png|frame|none|Choose '''Overwrite Input''']]




6. Choose if you want to '''Verify on Save'''.
6. Click '''Set''' to save these configurations. This completes the configuration.


[[File:Dynamics_BusinessCoder_Configuration_06.png|frame|none|Choose '''Verify on Save''']]
[[File:Dynamics_BusinessCoder_Configuration_06_Set.png|frame|none|Click '''Set''']]




7. Choose you want to '''Overwrite Input'''.
[[Category:Clean Suite for CRM:Dynamics]]
 
[[File:Dynamics_BusinessCoder_Configuration_07.png|frame|none|Choose '''Overwrite Input''']]
 
 
8. Click '''Set''' to save these configurations. This completes the configuration.
 
[[File:Dynamics_BusinessCoder_Configuration_08.png|frame|none|Click '''Set''']]
 
 
[[Category:Dynamics CRM]]
[[Category:Dynamics Business Coder]]
[[Category:Dynamics Business Coder]]

Latest revision as of 17:04, 15 March 2019

← Clean Suite for CRM:Dynamics

Business Coder Navigation
Overview
Installation
Configuration
Tutorial
Fields
Result Codes
Result Codes



Configuring Business Coder

1. Begin by navigating to Solutions. To do this, first click Sales along the top, then click Settings in the menu that drops down, then click Solutions under the Customization category.

Click Solutions


2. Click the Business Coder Plugin under Display Name.

Click the Business Coder Plugin under Display Name


3. Click Configuration in the solution pane located on the left side of the window. Then enter your License Key into the specified field.

Enter your License Key


4. Select your desired options.

Select options


5. Choose if you want to Overwrite Input.

Choose Overwrite Input


6. Click Set to save these configurations. This completes the configuration.

Click Set