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

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  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:

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  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":

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

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  1. Click "…" for more commands

  2. Click “Switch to classic“

Import the package

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  1. click the Import button to import the package

  2. choose the solution zip file

  3. Next

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  1. Next

 

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  1. Import

 

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

 

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