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--- admin_functionality:settings:map_entities [2018/09/11 12:48]
luke.swanton
+++ admin_functionality:settings:map_entities [2021/07/06 09:45] (current)
conor.doyle
@@ Line 1: / Line 1: @@
-====== Map Entities ======
+====== Across Entity Mapping (Dynamics ONLY) ======
-**Note:** This is only available if you have a Cross-Entity Match License.
+This page allows you to configure the mapping of an across entity search. These mappings will then be carried through to the session level settings. This is a functionality that is only available in the DQ for Dynamics Master Edition.
 ----
-To access this page use this button:
+To access this page navigate to 'Settings' and then select 'Across Entities Mapping' by selecting this button:
-{{:admin_functionality:settings:cross_1.png|}}
+{{ :admin_functionality:settings:default_screen_-_across_entities.png?800 |}}
-you will now be navigated to this page:
+This will navigate you to this page:
-{{ :admin_functionality:settings:map_ent_1.png?nolink |}}
-At which point you will have to select from the dropdown menus which entities you would like to map.
+{{ :admin_functionality:settings:across_entities_screen.png?800 |}}
+At which point you will have to select from the drop-down menus which entities you would like to map.
 You will now be presented with two columns;
   * Source Entity Attributes
   * Target Entity Attributes
 Each row of the Source column will be filled with the Attributes from that row.
+{{ :admin_functionality:settings:across_entiites_mapping.png?800 |}}
 To map an attribute simply click on the corresponding row in the Target Entity column.
-at which point a dropdown menu will appear giving you a list of all attributes with the same data type.
+at which point a drop-down menu will appear giving you a list of all attributes with the same data type.
+{{ :admin_functionality:settings:mapping.png?800 |}}
+Page Miscellaneous Functions:
+{{ :admin_functionality:settings:mao_entities_functions.png?300 |}}
+  * **Save** - Save changes made on current page
+  * **Reset** - Reset to an unsaved version of the page
+  * **Refresh MetaData** - Refresh CRM attributes
+  * **Map Entities Setup** - Auto Map across entities (e.g. Lead - Address1:City to Account - Address1:City)
-{{ :admin_functionality:settings:map_ent_4.png?nolink |}}

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