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--- admin_functionality:settings:map_entities [2019/09/12 08:59]
conor.doyle
+++ admin_functionality:settings:map_entities [2021/07/06 09:45] (current)
conor.doyle
@@ Line 1: / Line 1: @@
-====== Across Entity Mapping ======
+====== 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 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.
-**Note:** This is only available if you have a Cross-Entity Match License.
 ----
-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:1.1.png?400 |}}
+{{ :admin_functionality:settings:default_screen_-_across_entities.png?800 |}}
 This will navigate you to this page:
-{{ :admin_functionality:settings:map_ent_1.png?nolink |}}
+{{ :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.
@@ Line 22: / Line 21: @@
 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:map_ent_4.png?nolink |}}
+{{ :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)
-**NOTE:** IF you wish to to Auto Map Entities then please see [[admin_functionality:settings:map_entities_setup|Map Entities Setup]]

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