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admin_functionality:settings:map_entities [2018/07/23 12:42]
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:set_ov_5.png?nolink |}}+
  
-you will now be navigated to this page: +{{ :admin_functionality:settings:default_screen_-_across_entities.png?800 |}}
-{{ :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.+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; You will now be presented with two columns;
 +
   * Source Entity Attributes   * Source Entity Attributes
   * Target Entity Attributes   * Target Entity Attributes
  
 Each row of the Source column will be filled with the Attributes from that row. 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. 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 possible matches.+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 |}} 
admin_functionality/settings/map_entities.1532349779.txt.gz · Last modified: 2018/07/23 12:42 by luke.swanton