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Getting Started–Post AppSource Installation Steps on AttachmentExtractor
On November 30, 2016 in AE 2015 / 2016 by Alex Alex

Thank you for deploying our MSCRM-ADDON AttachmentExtractor to your environment!

Still, there are a few brief steps that must be performed in order to finalize the setup.

1) Open the Getting Started Area
    In your Dynamics 365 environment, navigate to the Getting Started Area
    (Dynamics 365 > Settings > AttachmentExtractor)

2) Login and continue
    Next, enter your email address into the provided form or login to the Getting Started Area with an
    existing MSCRM-ADDONS user account.
    The Email address will be used to provide you with technical information only. 
    Click on the [Continue]-button in order to proceed.

Figure 1: Enter your user credentials

3) Now please configure your AttachmentExtractor trial version

    > Setup a CRM connection profile & click on the [Retrieve Organization]-button.
    > Create a new AttachmentExtractor Service

For further details on the Configuration, please watch our brief video on how to Get Started with AttachmentExtractor!

That’s it! Thank you very much for your time! We hope you enjoy AttachmentExtractor!

Please also take our survey & get 10 percent discount on your next purchase!




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Tagged With: 2015, 2016, 365, AE, AppSource, AttachmentExtractor, configuration, install

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