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Installation Guide (DQ for Dynamics Only)

This is a comprehensive guide to download, install and manage the DQ for Dynamics CRM solution.

1. Solution Download

a) Visit the DQ for Dynamics™ Download page to download the necessary files.

b) Download either the Online Solution or IFD Or On Premise Solution (depending on your deployment type).

c) If you have selected the following optional modules, download the following files:

  • DQ Foundation Edition - DQ Review
  • DQ Master Edition - DQ Review & Audit Module

2. Solution Upload

The next step is to upload and install the DQ for Dynamics™ solution alongside any additional modules into your CRM instance.

a) Using your account, log in to your CRM.

b) Select the settings icon in the top right and then select Advanced Settings.

c) From here, click the Settings dropdown and select Customization > Solutions

d) On the next window, select Import from the header menu to launch the Solution Import Wizard.

e) Upload the chosen solution that you have downloaded:

  • Online Solution or IFD Or On Premise Solution
  • Audit Module (optional)
  • DQ Review (optional)

Note: This must be done one file at a time. Please repeat this process for all additional modules.

f) Select Next to upload the selected solution.

g) This window displays information concerning the uploaded solution. Select Import to start the solution importing process.

h) The following window will be displayed the after successful import of the Solution. Select Close to complete the Import Wizard.

i) The uploaded solution will be added to the list of solutions as seen below. Select Publish All Customizations

j) Head towards the main navigation menu within your CRM. The option to launch DQ for Dynamics™ will appear as shown below:

Note: If DQ for Dynamics™ does not appear, the selecting Refresh

Note: As you have likely not yet competed the provisioning credentials form, the following message should be displayed.

3. Provisioning

Provisioning will provide DQ for Dynamics™ with connectivity to your CRM system.

Before completing the DQ for Dynamics™ Provisioning form, you will need to create provisioning credentials.

Please follow one of the two links below and follow the guide to creating provisioning credentials.

Provisioning Types

After successfully creating your provisioning credentials, please complete the DQ for Dynamics™ Provisioning form.

Note: Please remember to select the appropriate method in the provisioning form on our website.

Note: The account selected will be used to make the connection between our application and your Dynamics Instance. We support the use of Service accounts or non interactive user accounts. The relevant security roles will be assigned once our DQ for Dynamics Solution is installed into your environment.

After the provisioning form has been completed, DQ Global will be notified and will shortly enable you to access DQ for Dynamics™.

4. Additional User Setup (Optional)

This section will contain how to add additional DQ for Dynamics™ users.

These additional users may have one or both of the following roles within DQ for Dynamics™:

  • Administrator
  • Reviewer

The CRM Admin should assign the additional user(s) the security role as described below:

a) Go to Settings > Security > Users

b) Select the user which you like to add as an additional user within DQ for Dynamics™ as either a Administrator or Reviewer.

c) Select Manage Role after selecting a user.

d) Select the DQGReviewer role from the list and select OK.

Next, we will add the additional user(s) within the DQ for Dynamics™ Solution.

e) Go to Settings > Manage Users

f) Select the Add New User button represented by the '+' symbol.

k) Select the User ID and appropriate role(s) for the additional user. Select Save.

l) Select Save at the bottom of the screen. You should be able to see the newly added User ID.

The newly added additional users should now have access to DQ for Dynamics™

admin_functionality/install_guide.txt · Last modified: 2024/03/26 15:11 by ben.gilbey