DQ Account Search & Enrich is a PCF Control that works within the Account entity and allows users to both search for companies via certain credentials as well as allowing users to enrich existing account records.
This is a step-by-step user guide to help you download, install, and configure the latest DQ Account Search & Enrich solution for Microsoft Dynamics CRM.
Firstly, download the following:
*The DQ Additional Info solution is used to store additional information retrieved from the DQ Capture Solutions. If you have previously installed this solution you can ignore this step.
Go to Dynamics 365 Settings > Solutions > Import and select the Account_Control_RampedUp.zip file.
Also, if you haven't installed the DQ Additional Info solution already, go to Dynamics 365 Settings > Solutions > Import and select the DQAdditionalInfo_1_0_0_0_managed.zip file.
Click Next and then Publish All Customization.
Once completed, you need to include the DQ Account Search & Enrich control in the Account entity.
Go to Settings > Customizations > Customize the System
On the sidebar, expand the Entities section, followed by the Account section and select Forms.
From here, find and click the Account entity to open the Account form.
Select the website (schema name: websiteurl) field on which you want to utilize the DQ Account Search & Enrich control.
In our example we have selected the Website field. Double click on the field to open the control properties or select the field then click on Change Properties from the top menu bar.
Go to the Control Tab and select Add Control
Look for Account Control - RampedUp from the menu and select Add.
Select the modes in which to utilise the control, you can select any or all as applicable.
Enter the Authorization Token provided by DQG
Select Ignore Additional Info and set it to either True or False.
We will now demonstrate how to bind fields. In this example, we will bind DQ Number Of Employees to the Number Of Employees CRM Field in the Account entity.
Bind the DQ Number Of Employees with CRM Field “numberofemployees”.
Follow this method until you have bound all fields you see necessary.
This section will cover the setup of the DQ Additional Info grid, to display additional information found for accounts.
In this example, we will add a Tab on the Account Form and will bind a Sub grid to display the Additional Information for the account.
Select One Column from the Insert section of the menu and update Tab label to ‘DQ Additional Info’.
Select the newly created DQ Additional Info tab and select Sub-Grid from the insert section of the menu.
The Set Properties dialog box will appear as shown. Within the Data Source section, we will bind the DQ Additional Info entities.
Firstly, enter DQAdditionalInfo into the Name section.
After that, inside the Data Source Section, select DQAccountAdditionalInfos within Entity and DQAdditionalInfoView within Default View.
Now, within the Formatting Tab in the Set Properties dialog box, set the Number of Rows to 10. This will show more rows of Additional Info.
Once completed, Save and Publish the form.
Once your customisation has been published, head to Accounts and select New.
In this example, head to Website & enter the domain name of the company you wish to search for. e.g. dqglobal.com
After completing a search for company information using the control, a popup will be shown with retrieved information from DQ Account Search & Enrich. Select Save Account to populate the new account with the retrieved information.
After being redirected, you can view the populated account.
If you have set “Ignore Additional Info” as False (Enum), any additional information available will be stored in the DQ Additional Info Tab.
Additional information that is stored in DQ Additional Info Entity can instead be mapped to custom or system fields.
In the below example, we will map the ‘Linked URL’ additional information to a field instead of the DQ Additional Info entity. This is done in the Field Properties dialog box within the field customization.
In our example, we have mapped ‘LinkedIn URL’ to our custom field ‘dqg_linkedinurl’ as shown below:
Save and Publish the form.
Head back to the Accounts form and once again run a search for company information.
You will notice that this time LinkedIn URL value is updated in the field we mapped (in our case dqg_linkedinurl).
*Also note that now the LinkedIn URL value will not be stored in DQ Additional Info entity as we mapped it to a different field.
Head to the account which you want to update.
If the Account has an existing value for Website, you can go ahead and search for company information by clicking on the magnifying glass icon to search. If not, then enter the domain name beforehand.
Within the dialog box, DQ Search & Enrich will compare the retrieved data with the existing data. From here, you can select your preferred field values.
After reviewing and selecting your desired values, select Update Account. This will update the fields within the account.
*Additional info is stored in the same way when enriching existing accounts as with new accounts.