Legacy:Dynamics:Personator:Configuration
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Configuring 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.
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2. Click Solutions in the Customization category.
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3. Click the MDPersonatorPlugin under Display Name.
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4. Click Configuration in the solution pane located on the left side of the window.
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5. Then enter your License Key into the License field
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6. Select which actions that you want to perform.
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7. Select your desired options for the Check action.
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8. Select your desired options for the Verify and Append actions.
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9. Select your desired output options.
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10. Select your desired Dynamics CRM options.
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11. Click Save All Settings to save these configurations. This completes the configuration.
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