Difference between revisions of "Dynamics:Express Entry:Configuration"

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==Configuring Express Entry==
==Configuring Express Entry==
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 '''Settings'''. To do this, click the down arrow next to '''Sales''', then '''Settings''' in the menu that drops down.


[[File:Dynamics_BusinessCoder_Configuration_01.png|frame|none|Click '''Settings''']]
[[File:Dynamics_ExpressEntry_Configuration_01_Settings.png|frame|none|Click '''Settings''']]




2. Hover over the '''Settings''' button in the ribbon. Next, click '''Solutions'''.
2. Then click '''Solutions''' in the '''Customization''' category.


[[File:Dynamics_BusinessCoder_Configuration_02.png|frame|none|Click '''Solutions''']]
[[File:Dynamics_ExpressEntry_Configuration_02_Solutions.png|frame|none|Click '''Solutions''']]




3. On the solutions page, click on the '''Express Entry Plugin''' to load a new window.
3. Click the '''MD Express Entry Plugin''' under '''Display Name'''.


[[File:Dynamics_ExpressEntry_Configuration_01.png|frame|none|Click '''Express Entry Plugin''']]
[[File:Dynamics_ExpressEntry_Configuration_03_ExpressEntryPlugin.png|frame|none|Click '''MD Express Entry Plugin''']]




4. Click '''Configuration''' in the solution pane located on the left side of the window. Then enter your '''License Key''' into the specified field.
4. Click '''Configuration''' in the solution pane located on the left side of the window. Then enter your License Key into the '''License''' field and check the '''Activate Express Entry'''


[[File:Dynamics_ExpressEntry_Configuration_02.png|frame|none|Enter your '''License Key''']]
[[File:Dynamics_ExpressEntry_Configuration_04_Configuration.png|frame|none|Click '''Configuration''']]




5. Setup your desired options.
5. Setup your desired options. Then click '''Set''' to save this configuration. This completes the configuration.


[[File:Dynamics_ExpressEntry_Configuration_03.png|frame|none|Set options]]
[[File:Dynamics_ExpressEntry_Configuration_05_Options.png|frame|none|Click '''Save all Settings''']]




6. Click '''Set''' to save this configuration. This completes the configuration.
[[Category:Clean Suite for CRM:Dynamics]]
 
[[File:Dynamics_ExpressEntry_Configuration_04.png|frame|none|Click '''Set''']]
 
 
[[Category:Dynamics CRM]]
[[Category:Dynamics Express Entry]]
[[Category:Dynamics Express Entry]]

Latest revision as of 23:36, 21 March 2019

← Clean Suite for CRM:Dynamics

Express Entry Navigation
Overview
Installation
Configuration
Custom Mapping
Tutorial



This is how to configure Express Entry once you have completed the installation.

Configuring Express Entry

1. Begin by navigating to Settings. To do this, click the down arrow next to Sales, then Settings in the menu that drops down.

Click Settings


2. Then click Solutions in the Customization category.

Click Solutions


3. Click the MD Express Entry Plugin under Display Name.

Click MD Express Entry Plugin


4. Click Configuration in the solution pane located on the left side of the window. Then enter your License Key into the License field and check the Activate Express Entry

Click Configuration


5. Setup your desired options. Then click Set to save this configuration. This completes the configuration.

Click Save all Settings
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