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 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.
For an in depth guide on how to use this feature, please visit the Match Groups Guide.
This section will allow you to modify and standardise your data via predefined transforms. This data will then be utilised for matching purpose.
For an in depth guide on how to use this feature, please visit the Match Group Transforms Guide.
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.
For an in depth guide on how to use this feature, please visit the Master Record Guide.
Display Settings will be used for the following purposes:
For an in depth guide on how to use this feature, please visit the Display & Auto Fill Guide.
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:
For an in depth guide on how to use this feature, please visit the Manage Users Guide.
This screen allows you to review your DQ for Dynamics/Workbooks CRM account details.
Displays following details to the user:
Customer Details: Apart from‘Customer Name’, you will able to update the following details:
Customer Admin Details: You will be able to Edit and Update the following information:
CRM Details: You will be able to view following CRM details:
Customer Access: You can only read the following details:
For an in depth guide on how to use this feature, please visit the CRM Connection Guide.
The Advanced Settings section allows you to set specific rules which you may want to embed within your DQ for Dynamics/Workbooks application.
From here you will be able to navigate the advanced settings, which are as follows:
For an in depth guide on how to use this feature, please visit Advanced Settings Guide.
This section allows you manually map Attributes between two entities.
For an in depth guide on how to use this feature, please visit Across Entity Mapping Guide.
There are two types of User's in the DQ for Dynamics/Workbooks application:
Please refer to the User Permissions section for more details.
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.