Package Installation - Connector for Dynamics

Below is a step-by-step instructions on installing the eSAW connector package via zip file.

 

Open Advanced Settings option

Figure

Description

Figure

Description

  1. click the gear Icon

  2. click Advanced Settings

 

Open Solutions list

Depending on your Dynamics instance, the procedure to access the "Solutions list" may vary. Here is the standard procedure:

Figure

Description

Figure

Description

  1. click Settings drop down

  2. click Solutions

If you are using a newer version of Dynamics, you may need to follow a different procedure to access the "Classic Solutions interface":

Figure

Description

Figure

Description

image-20241112-085722.png

 

  1. Click "Solutions", so a new tab should open. Look at next step of the procedure

Figure

Description

Figure

Description

image-20241112-085734.png

 

 

  1. Click "…" for more commands

  2. Click “Switch to classic“

Import the package

Figure

Description

Figure

Description

  1. click the Import button to import the package

  2. choose the solution zip file

  3. Next

Figure

Description

Figure

Description

image-20241111-105542.png

 

  1. Next

 

Figure

Description

Figure

Description

  1. Import

 

Figure

Description

Figure

Description

  1. Publish all Customizations. (If you get some error regarding some background activity, try again later.)

 

Â