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

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[[Category:Dynamics CRM]]
[[Category:Clean Suite for CRM:Dynamics]]
[[Category:Dynamics Business Coder]]
[[Category:Dynamics Business Coder]]

Revision as of 14:42, 27 September 2018

← Clean Suite for CRM:Dynamics

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



Business Coder Tutorial

Note: In order to use the Business Coder service, you must first configure the License Key and options.

This tutorial will teach you how to use the Business Coder solution in Microsoft Dynamics CRM in the Competitor entity.


1. Click the Sales button on the top ribbon.


2. Click Competitors.


3. Click New to create a new Competitor.

File:Dynamics BusinessCoder Tutorial 03.png
Click New to create a new Competitor


4. Enter the new competitor information.

File:Dynamics BusinessCoder Tutorial 04.png
Enter competitor information


5. Once you add a new competitor, the Business Coder Details section will be added.

File:Dynamics BusinessCoder Tutorial 05.png
Business Coder Details section


6. Click the Verify Business button in the top ribbon.

File:Dynamics BusinessCoder Tutorial 06.png
Click Verify Business button


7. Scroll down to view the detailed output in the Business Coder Details section.