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admin_functionality:settings_overview

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admin_functionality:settings_overview [2021/02/08 12:06]
conor.doyle 		admin_functionality:settings_overview [2022/12/20 16:20] (current)
hayden.law
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 ====== Overview of Settings ====== ====== Overview of Settings ======
  
-===== Settings =====+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.
  
-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. +{{:admin_functionality:settingsoverview.png?575|}}
- +
-{{ :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?800 |}}+{{:admin_functionality:matchgroupsoverview.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?800 |}}+{{:admin_functionality:matchgrouptransformsoverview.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]]**. 
  
 ---- ----
-===== Master Record (DQ Master Edition Module) =====+===== Master Record Rules (DQ Master Edition Module) =====
  
 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?800 |}}+{{:admin_functionality:masterrecordrulesoverview.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]]**.
 +
 +----
 +
 +=====Post Merge Settings=====
 +
 +This sections covers our optional “Post-Merge” Module. Deactivate or delete identical duplicate records after initial merges, so you can rest assured that your data is trustworthy and fit for use:
 +
 +{{:admin_functionality:postmergesettingsoverview.png?800|}}
 +
 +For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:postmergesettings|Post Merge Settings 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?800 |}}+{{:admin_functionality:displaysettingsoverview.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?800 |}}+{{:admin_functionality:manageusersoverview.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 **[[admin_functionality:settings:manage_users| Manage Users Guide]]**.
-**[[admin_functionality:settings:manage_users| Manage Users Guide]]**.+
  
 ---- ----
-===== CRM Connections =====+===== CRM Connection =====
  
-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?800 |}}+{{:admin_functionality:crmconnectionoverview.png?800|}}
  
 Displays following details to the user: Displays following details to the user:
  
-**Customer Details:** Apart from‘Customer Name’, you will able to update the following details:+**Customer Details:** Apart from ‘Customer Name’, you will able to update the following details:
   * Customer Name   * Customer Name
   * Address Line 1   * Address Line 1
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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?800 |}}+{{:admin_functionality:advancedsettingsoverview.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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   *Refresh MetaData   *Refresh MetaData
  
-For an in depth guide on how to use this feature, please visit **[[admin_functionality:settings:custom_settings| Advanced Settings Guide]]**.+For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:custom_settings| Advanced Settings Guide]]**.
  
 ---- ----
-===== Across Entity Mapping Setup =====+===== Across Entity Mapping =====
  
 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?800 |}}+{{:admin_functionality:acrossentitymappingoverview.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 the **[[admin_functionality:settings:map_entities| Across Entity Mapping Guide]]**.
  
 ---- ----
-===== User Permissions ===== 
  
-There are two types of User's in the DQ for Dynamics application: +=====Export Session Settings=====
-  * Administrator ( full access) +
-  * Reviewer (may only review duplicates)+
  
-Please refer to the **[[reviewer_functionality:permissions:reviewer_permissions| User Permissions]]** section for more details.+This page allows you to define the attributes you would like to list in your exported session results.
  
-**Note:** Each DQ for Dynamics user may have both the permissions assigned. +{{:admin_functionality:exportsessionsettings.png?800|}}
  
-**Note:** One Admin only user is provisioned by DQ Global’s Customer Provisioning Portal. +For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:export_session|Export Session Settings Guide]]**
  
 +----
  
 +=====Data Profiling=====
  
 +Data Profiling allows you to initiate a data quality profile of your CRM Data.
 +
 +{{:admin_functionality:dataprofilingsettings.png?800|}}
 +
 +For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:dq_profiler|Data Profiling Guide]]**
 +
 +----
 +
 +=====Custom Entity Configuration=====
 +
 +Custom Entity Configuration allows you to set matching rules using custom entities present in your CRM.
 +
 +{{:admin_functionality:customentitysettings.png?800|}}
 +
 +For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:custom_entity_configuration|Custom Entity Configuration Guide]]**
 +
 +----
 +
 +=====Auto Process Management =====
 +
 +The Auto Process Management Page allows you to manage all automated processes that have been set up within DQ for Dynamics™.
 +
 +{{:admin_functionality:automatedprocessessettings.png?800|}}
 +
 +For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:auto_process_management|Auto Process Management Guide]]**
 +
 +----
admin_functionality/settings_overview.1612785993.txt.gz · Last modified: 2021/02/08 12:06 by conor.doyle

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