Dynamics:Business Coder:Configuration

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Business Coder Navigation
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Installation
Configuration
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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. Then enter your Customer ID into the specified field.


5. Select your desired options.


6. Choose if you want to Verify on Save.


7. Choose you want to Overwrite Input.


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