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Installation Guide (DQ for Dynamics Only)

This is a comprehensive guide to download, install and manage the DQ for Dynamics CRM solution.

There are five main steps to be carried out:

  1. Provisioning Credentials
  2. Solution Download
  3. Solution Upload
  4. DQ for Dynamics Settings
  5. Solution Configuration

1. Provisioning Credentials

Firstly, open and complete the provisioning credential form on our website. This will allow DQ Global to connect through the provisioning portal. This will provide connectivity to your CRM system and and the final installation steps to be complete.

https://www.dqglobal.com/provisioning/

Provisioning Types

  • Username & Password
  • Username & MFA App password
  • Azure Active Directory (AAD)

Please select the appropriate method in the provisioning form on our website.

The account selected will be used to make the connection between our application and your Dynamics Instance. The relevant security roles will be assigned once our DQ for Dynamics Solution is install into your environment.

Note: We support use of Service account, or non interactive user accounts.


2. Solution Download

Firstly, select between the two CRM deployment solutions:

  • Online based solution
  • On-premise/Internet facing deployment (IFD)

If you have selected the following optional modules then you must download the following files:

  • DQ Foundation - Advanced Find Module
  • DQ Master - Audit Log Module

These solutions can be downloaded from our online downloads page:

https://www.dqglobal.com/product-downloads/


3. Solution Upload

First you need to install the DQ4Dyn Application in your CRM instance. This module will guide you to install the DQ4Dyn Application.

Step 1: Log into your CRM account

Step 2: Go to 'Settings'

Step 3: Select 'Solutions' under the 'Customization' drop down

Step 4: Click on the 'Import' icon to launch the Solution Import Wizard

Step 5: Select the Solution Package to upload

Choose the Solution file to upload. Choose the correct file as per one of the following deployment type:

  • Online
  • IFD/On-Premise
  • Audit Module
  • Advanced Find

Click on ‘Next’ button to upload the selected solution.

Step 6: Solution Information

CRM displays the information of the uploaded solution. Click on ‘Import’ to start the solution importing process.

Step 7: Importing the Solution

CRM displays the following window after successful import of the Solution. The user will also be able to download the import logs.

Click on ‘Close’ to complete the ‘Import Wizard’. The uploaded solution is added into the list of solutions as follow:

The new option to launch the DQ4D Application will appear in the main navigation menu as shown below (We recommend to ‘Refresh’ and 'sync' if the Sitemap is not updated with the DQ for Dynamics App):

NOTE: The solution will return the following message if the provisioning credentials form has not been completed and updated.


4. DQ for Dynamics Settings

Step 1: Go to 'DQ4Dyn Settings' under within the DQ for Dynamics App

Step 2: Create a 'New' insert

Step 3: Add the following information in the required fields

Category: Deduplication

NOTE: It is advised that all new DQ for Dynamics Installations use the (DQ4Dyn V3) URL link.


5. Solution Configuration

DQG Admin User (Primary) Setup

This section will guide you through the necessary settings to assign the Security Role and privileges to the DQG Admin User (Primary).

Please make sure that the DQG Admin user (Primary) is an Interactive User and not a Service Account so the Primary user can add additional users. After adding the other additional users, you can remove the interactive user access from the Primary user. Along with being Interactive User, the user needs to have below permissions:

Step 1: Go to ‘Settings’

Step 2: Click on ‘Security’

Step 3: Click on the ‘Users’ option

Step 4: Select the user you want to make as Primary for DQ for Dynamics Application.

Step 5: Click on ‘Manage Role’ after selecting a user.

Step 6: Select ‘DQGAdmin’ Role from the list and click on ‘Ok’. The Role will get assign to the user.

Step 7: The DQG Admin user (Primary) can access the DQ for Dynamics Application by now clicking on the DQ for Dynamics launcher menu:


DQ for Dynamics Additional User Setup

This section will guide the additional management of DQ for Dynamics users. These additional users may have one or both of the following roles in DQ4D application:

  • Administrator
  • Reviewer

CRM Admin should assign the additional user(s), the security role as described below:

Step 1: Go to ‘Settings’

Step 2: Click on ‘Security’

Step 3: Click on the ‘Users’ option

Step 4: Select the user which you want to add as additional user in the DQ4Dyn application as either the ‘Administrator’ or ‘Reviewer’.

Step 5: Click on ‘Manage Role’ after selecting a user.

Step 6: Select ‘DQGReviewer’ Role from the list and click on ‘Ok’. The Role will get assign to the user.

Step 7: Manage Additional User(s) in DQ4D Application as follow:

Step 7.1: Go to 'Settings'

Step 7.2: Go to ‘Manage Users’

Step 7.3: Add New User

Step 7.4: Select the USER ID and the Role(s) for the user.

Step 7.5: ‘Save’ and ‘Update’ the Settings. You can see the newly added user in the ‘Manage Users’ list.

Step 8: The Additional user(s) can access the DQ for Dynamics Application now by clicking on the launcher menu.

admin_functionality/install_guide.txt · Last modified: 2021/08/13 08:29 by conor.doyle