DQ for Dynamics™/DQ for Workbooks Wiki

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====== Across Entity Mapping (Dynamics ONLY) ======

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.


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To access this page navigate to 'Settings' and then select 'Across Entities Mapping' by selecting this button:

{{ :admin_functionality:settings:default_screen_-_across_entities.png?800 |}}

This will navigate you to this page:

{{ :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 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)

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