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admin_functionality:settings_overview [2021/02/08 11:10]
conor.doyle
admin_functionality:settings_overview [2021/07/06 08:42]
conor.doyle
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 ===== Settings ===== ===== Settings =====
  
-The sections below define the main functionalities within the DQ for Dynamics application. The following steps outline an overview of the sections. Select the links for more information.+The sections below define the main functionalities within the DQ for Dynamics/Workbooks application. The following steps outline an overview of the sections. Select the links for more information.
  
-{{ :admin_functionality:v3_settings_screen.png?500 |}}+{{ :admin_functionality:v3_settings_screen.png?800 |}}
  
 ---- ----
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 The settings applied in this section will allow you to define the ‘Match Groups’. These groups can then be populated with the relevant 'Entity Attributes' which will be used for matching. The settings applied in this section will allow you to define the ‘Match Groups’. These groups can then be populated with the relevant 'Entity Attributes' which will be used for matching.
  
-{{ :admin_functionality:match_groups_settings.png?600 |}}+{{ :admin_functionality:match_groups_settings.png?800 |}}
  
 For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:set_attribute_groups| Match Groups Guide]]**. For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:set_attribute_groups| Match Groups Guide]]**.
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 This section will allow you to modify and standardise your data via predefined transforms. This data will then be utilised for matching purpose. This section will allow you to modify and standardise your data via predefined transforms. This data will then be utilised for matching purpose.
  
-{{ :admin_functionality:match_group_transforms.png?600 |}}+{{ :admin_functionality:match_group_transforms.png?800 |}}
  
 For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:set_attribute_group_rules| Match Group Transforms Guide]]**.  For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:set_attribute_group_rules| Match Group Transforms Guide]]**. 
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 This section will be used to identify the Master Record among a group of duplicates. The Master Record will be detected on the basis of rules defined within this section. You will use the Master Records Settings for the ‘Auto Promote’ process at group and session levels. This section will be used to identify the Master Record among a group of duplicates. The Master Record will be detected on the basis of rules defined within this section. You will use the Master Records Settings for the ‘Auto Promote’ process at group and session levels.
  
-{{ :admin_functionality:masterrecordrules.png?600 |}}+{{ :admin_functionality:masterrecordrules.png?800 |}}
  
 For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:set_best_record| Master Record Guide]]**. For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:set_best_record| Master Record Guide]]**.
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   - To select the information that will be checked for exact matching at the time of Auto Merge process at group and session level.    - To select the information that will be checked for exact matching at the time of Auto Merge process at group and session level. 
  
-{{ :admin_functionality:display_autofill.png?600 |}}+{{ :admin_functionality:display_autofill.png?800 |}}
  
 For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:set_display_and_auto_fill| Display & Auto Fill Guide]]**. For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:set_display_and_auto_fill| Display & Auto Fill Guide]]**.
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 ===== Manage Users ===== ===== Manage Users =====
  
-This window displays the existing MS CRM users list in your organisation/domain who has access to the DQ for Dynamics application. This section displays the following details:+This window displays the existing MS CRM users list in your organisation/domain who has access to the DQ for Dynamics/Workbooks application. This section displays the following details:
  
   * User Name   * User Name
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   * Reviewer (Active if role is assigned to the user): Admin will able to modify the role access details.   * Reviewer (Active if role is assigned to the user): Admin will able to modify the role access details.
  
-{{ :admin_functionality:manage_usersv3.png?600 |}}+{{ :admin_functionality:manage_usersv3.png?800 |}}
  
 For an in depth guide on how to use this feature, please visit the For an in depth guide on how to use this feature, please visit the
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 ===== CRM Connections ===== ===== CRM Connections =====
  
-This screen allows you to review your DQ for Dynamics CRM account details.+This screen allows you to review your DQ for Dynamics/Workbooks CRM account details.
  
-{{ :admin_functionality:crm_connection.png?600 |}}+{{ :admin_functionality:crm_connection.png?800 |}}
  
 Displays following details to the user: Displays following details to the user:
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 ===== Advanced Settings ===== ===== Advanced Settings =====
  
-The Advanced Settings section allows you to set specific rules which you may want to embed within your DQ for Dynamics application. +The Advanced Settings section allows you to set specific rules which you may want to embed within your DQ for Dynamics/Workbooks application. 
  
-{{ :admin_functionality:advanced_settings.png?600 |}}+{{ :admin_functionality:advanced_settings.png?800 |}}
  
 From here you will be able to navigate the advanced settings, which are as follows: From here you will be able to navigate the advanced settings, which are as follows:
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 This section allows you manually map Attributes between two entities. This section allows you manually map Attributes between two entities.
  
-{{ :admin_functionality:across_enitties_mapping_v3.png?600 |}}+{{ :admin_functionality:across_enitties_mapping_v3.png?800 |}}
  
 For an in depth guide on how to use this feature, please visit **[[admin_functionality:settings:map_entities| Across Entity Mapping Guide]]**. For an in depth guide on how to use this feature, please visit **[[admin_functionality:settings:map_entities| Across Entity Mapping Guide]]**.
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 ===== User Permissions ===== ===== User Permissions =====
  
-There are two types of User's in the DQ for Dynamics application:+There are two types of User's in the DQ for Dynamics/Workbooks application: 
   * Administrator ( full access)   * Administrator ( full access)
   * Reviewer (may only review duplicates)   * Reviewer (may only review duplicates)
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 Please refer to the **[[reviewer_functionality:permissions:reviewer_permissions| User Permissions]]** section for more details. Please refer to the **[[reviewer_functionality:permissions:reviewer_permissions| User Permissions]]** section for more details.
  
-**Note:** Each DQ for Dynamics user may have both the permissions assigned. +**Note:** Each DQ for Dynamics/Workbooks user may have both the permissions assigned. 
  
 **Note:** One Admin only user is provisioned by DQ Global’s Customer Provisioning Portal.  **Note:** One Admin only user is provisioned by DQ Global’s Customer Provisioning Portal. 
admin_functionality/settings_overview.txt · Last modified: 2021/07/06 08:42 by conor.doyle