Difference between revisions of "Dynamics:Personator:Installation"

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==Installing Personator==
==Installing Personator==
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''' in the top ribbon. To do this, click '''Sales''' along the top, then click '''Settings''' in the menu that drops down.


[[File:Dynamics_Personator_Installation_01.png|frame|none|Click '''Settings''' in the drop down]]
[[File:Dynamics_Personator_Installation_01_Settings.png|frame|none|Click '''Settings''' in the drop down]]




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


[[File:Dynamics_Personator_Installation_02.png|frame|none|Click '''Solutions''']]
[[File:Dynamics_Personator_Installation_02_Solutions.png|frame|none|Click '''Solutions''']]




3. Click the '''Import''' button.
3. Click the '''Import''' button.


[[File:Dynamics_Personator_Installation_03.png|frame|none|Click '''Import''']]
[[File:Dynamics_Personator_Installation_03_Import.png|frame|none|Click '''Import''']]




4. A window will pop-up. Click the '''Browse''' or '''Choose File''' button.
4. The Select Solution Package window will pop-up. Click the '''Choose File''' button.


[[File:Dynamics_Personator_Installation_04.png|frame|none|Click '''Browse''']]
[[File:Dynamics_Personator_Installation_04_ChooseFile.png|frame|none|Click '''Choose File''']]




5. A file explorer window will pop-up. Please locate the plugin .zip file that contains the Personator solution. Click '''Open''' and then click '''Next'''.
5. A file explorer window will pop-up. Locate the plugin .zip file that contains the Personator solution. Click '''Open'''.


[[File:Dynamics_Personator_Installation_05.png|frame|none|Click '''Open''' then '''Next''']]
[[File:Dynamics_Personator_Installation_05_Open.png|frame|none|Click '''Open''']]




6. Click '''Next'''.
6. You should be back at the Select Solution Package window with your file listed. Now click '''Next'''.


[[File:Dynamics_Personator_Installation_06.png|frame|none|Click '''Next''']]
[[File:Dynamics_Personator_Installation_06_Next.png|frame|none|Click '''Next''']]




7. Click '''Import'''.
7. On the Import Options window click '''Import'''.


[[File:Dynamics_Personator_Installation_07.png|frame|none|Click '''Import''']]
[[File:Dynamics_Personator_Installation_07_Import.png|frame|none|Click '''Import''']]




8. Wait for the solution to finish importing.
8. Wait for the solution to finish importing.


[[File:Dynamics_Personator_Installation_08.png|frame|none|Wait for importing to finish]]
[[File:Dynamics_Personator_Installation_08_Wait.png|frame|none|Wait for importing to finish]]




9. The installation is now complete.
9. The installation is now complete. Click '''Close''' to finish.


[[File:Dynamics_Personator_Installation_09.png|frame|none|Installation complete]]
[[File:Dynamics_Personator_Installation_09_Close.png|frame|none|Installation complete]]




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[[Category:Dynamics CRM]]
[[Category:Clean Suite for CRM:Dynamics]]
[[Category:Dynamics Personator]]
[[Category:Dynamics Personator]]

Latest revision as of 20:59, 15 March 2019

← Clean Suite for CRM:Dynamics

Personator Navigation
Overview
Installation
Configuration
Custom Mapping
Tutorial
Fields
Result Codes
Result Codes



Installing Personator

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

Click Settings in the drop down


2. Click Solutions in the Customization category.

Click Solutions


3. Click the Import button.

Click Import


4. The Select Solution Package 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 Personator solution. Click Open.

Click Open


6. You should be back at the Select Solution Package window with your file listed. Now click Next.

Click Next


7. On the Import Options window click Import.

Click Import


8. Wait for the solution to finish importing.

Wait for importing to finish


9. The installation is now complete. Click Close to finish.

Installation complete


To configure Personator, see Configuration.