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admin_functionality:settings:map_entities [2019/10/11 12:52]
conor.doyle
admin_functionality:settings:map_entities [2021/07/06 09:45] (current)
conor.doyle
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-====== 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: 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. 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. 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 drop-down 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: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]] 
admin_functionality/settings/map_entities.1570798357.txt.gz · Last modified: 2019/10/11 12:52 by conor.doyle