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← Clean Suite for CRM:Dynamics

Personator Navigation
Custom Mapping
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.