Across Entity Mapping (Dynamics ONLY)

This page details how you can configure the mapping of an 'Across Entity' search. These mappings will then be carried through to the session level settings. 

Please note, this functionality is exclusively available in the DQ for Dynamics Master Edition.

To access this page, navigate to 'Settings' and then select 'Across Entities Mapping'.

This will navigate you to the below page:

From here, you can select which entities you would like to map by using the drop-down menus.

You will now be presented with two columns;

• Source Entity Attributes
• Target Entity Attributes

Each row of the Source column will be filled with the Attributes from that Entity.

To map an attribute, simply click on the corresponding row in the Target Entity column. At which point a drop-down menu will appear giving you a list of all attributes with the same data type.

Page Miscellaneous Functions:

• Save - Save changes made on current page
• Reset - Reset to an unsaved version of the page
• Refresh MetaData - Refresh CRM attributes
• Map Entities Setup - Auto Map across entities (e.g. Lead - Address1:City to Account - Address1:City)