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admin_functionality:settings_overview

Overview of 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.


Match Groups

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.


Match Group Transforms

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.


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.

For an in depth guide on how to use this feature, please visit the Master Record Guide.


Post Merge Settings

This sections covers our optional “Post-Merge” Module. After related data is re-assigned in the merge process, often data will become duplicated in its related information. For example, after merging two accounts, you may see there are now two identical opportunity records on the same account. Post Merge will run a process first identify duplicate records and then deactivate or delete these records to ensure you are left with unique related data.

For an in depth guide on how to use this feature, please visit the Post Merge Settings Guide


Display & Auto Fill

Display Settings will be used for the following purposes:

  1. To select the information (attributes) to be displayed in the Record Review Screen.
  2. To apply the Group and Attribute Rules to be used in the Auto Fill process at the group and session level.
  3. To select the information that will be checked for exact matching at the time of Auto Merge process at group and session level.

For an in depth guide on how to use this feature, please visit the Display & Auto Fill Guide.


Manage Users

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
  • First Name
  • Last Name
  • Phone
  • Email
  • Administrator (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.

For an in depth guide on how to use this feature, please visit the Manage Users Guide.


CRM Connection

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 Name
  • Address Line 1
  • Address Line 2
  • City
  • State
  • Country
  • Zip

Customer Admin Details: You will be able to Edit and Update the following information:

  • First Name
  • Last Name
  • Phone
  • Email

CRM Details: You will be able to view following CRM details:

  • Select the CRM Type (Read Only)
  • Deployment Type (Read Only)
  • Identity Type (Read Only)
  • Domain (Read Only)
  • Organization URL (Read Only)
  • Organization Name (Read Only)
  • Time Zone (Read Only)
  • User ID (Read and Write)
  • Password (Read and Write)
  • Product Version (Read Only)
  • Discovery URL (Read Only)

Customer Access: You can only read the following details:

  • Customer Type
  • Package
  • Records Fade in Match Engine

For an in depth guide on how to use this feature, please visit the CRM Connection Guide.


Advanced Settings

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:

  • Basic Settings
  • Audit Logs
  • Memo Field Configuration
  • Status Reason
  • Across Entities Merge Approach
  • Custom Transform Library
  • Related Entities
  • Auto Exact & Merge Rules
  • Refresh MetaData

For an in depth guide on how to use this feature, please visit the Advanced Settings Guide.


Across Entity Mapping

This section allows you manually map Attributes between two entities.

For an in depth guide on how to use this feature, please visit the Across Entity Mapping Guide.


Export Session Settings

This page allows you to define the attributes you would like to list in your exported session results.

For an in depth guide on how to use this feature, please visit the Export Session Settings Guide


Data Profiling

Data Profiling allows you to initiate a data quality profile of your CRM Data.

For an in depth guide on how to use this feature, please visit the Data Profiling Guide


Custom Entity Configuration

Custom Entity Configuration allows you to set matching rules using custom entities present in your CRM.

For an in depth guide on how to use this feature, please visit the 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™.

For an in depth guide on how to use this feature, please visit the Auto Process Management Guide


admin_functionality/settings_overview.txt · Last modified: 2024/04/03 07:51 by conor.doyle