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

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==Installing Express Entry==
==Installing Express Entry==
1. On the starting page of your Dynamics home, click on the triple horizontal lines.
1. Begin by navigating to '''Settings'''. To do this, click the down arrow next to '''Sales''', then click '''Settings''' in the menu that drops down.


[[File:Dynamics_ExpressEntry_Installation_01.png|frame|none|Click the triple horizontal lines.]]
[[File:Dynamics_ExpressEntry_Installation_01_Settings.png|frame|none|Click '''Settings''']]




2. Click on '''Settings''', then on '''Solutions'''.
2. Click '''Solutions''' in the '''Customization''' category.


[[File:Dynamics_ExpressEntry_Installation_02.png|frame|none|Click '''Settings''', then '''Solutions''']]
[[File:Dynamics_ExpressEntry_Installation_02_Solutions.png|frame|none|Click '''Solutions''']]




3. Click '''Export''' to open the Export Wizard.
3. Click the '''Import''' button.


[[File:Dynamics_ExpressEntry_Installation_03.png|frame|none|Click '''Export''']]
[[File:Dynamics_ExpressEntry_Installation_03_Import.png|frame|none|Click '''Import''']]




4. In the new window, click '''Choose File''', select the '''MDExpressEntryManaged''' plugin, then click '''Next'''.
4. A window will pop-up. Click the '''Choose File''' button.


[[File:Dynamics_ExpressEntry_Installation_04.png|frame|none|Click '''Choose File''']]
[[File:Dynamics_ExpressEntry_Installation_04_ChooseFile.png|frame|none|Click '''Choose File''']]




5. Finalize the installation by clicking '''Import'''. This process can take up to few minutes.
5. A file explorer window will pop-up. Locate the plugin .zip file that contains the Express Entry solution. Click '''Open'''.


[[File:Dynamics_ExpressEntry_Installation_05.png|frame|none|Click '''Import''']]
[[File:Dynamics_ExpressEntry_Installation_05_Locate.png|frame|none|Click '''Open''']]


: Then click '''Next'''.


6. Once the installation is complete, you will receive a popup window indicating which components were installed into your Dynamics environment. Click '''Close'''.
[[File:Dynamics_ExpressEntry_Installation_05a_Next.png|frame|none|Click '''Next''']]
 
 
6. The window will show the '''Solution Information'''. Click '''Import'''.
 
[[File:Dynamics_ExpressEntry_Installation_06_Import.png|frame|none|Click '''Import''']]
 
 
7. Wait for the solution to finish importing.
 
<!--[[File:Dynamics_ExpressEntry_Installation_07_Wait.png|frame|none|Wait for importing to finish]]
-->
 
8. The installation is now complete. Click '''Close'''.
 
[[File:Dynamics_ExpressEntry_Installation_08_Close.png|frame|none|Installation complete]]


[[File:Dynamics_ExpressEntry_Installation_06.png|frame|none|Click '''Close''']]




Latest revision as of 23:25, 21 March 2019

← Clean Suite for CRM:Dynamics

Express Entry Navigation
Overview
Installation
Configuration
Custom Mapping
Tutorial



This is how to install the Express Entry Solution once you have downloaded it.

Installing Express Entry

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

Click Settings


2. Click Solutions in the Customization category.

Click Solutions


3. Click the Import button.

Click Import


4. A window will pop-up. Click the Choose File button.

Click Choose File


5. A file explorer window will pop-up. Locate the plugin .zip file that contains the Express Entry solution. Click Open.

Click Open
Then click Next.
Click Next


6. The window will show the Solution Information. Click Import.

Click Import


7. Wait for the solution to finish importing.


8. The installation is now complete. Click Close.

Installation complete


To configure Express Entry, see Configuration.

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