About Custom Entities - trillium_quality - 2.7

Trillium Quality for Dynamics Installation and Developer Guide

Product type
Software
Portfolio
Verify
Product family
Trillium
Product
Trillium > Trillium Quality
Version
2.7
Language
English
Product name
Trillium Quality
Title
Trillium Quality for Dynamics Installation and Developer Guide
Topic type
Overview
How Do I
Configuration
Reference
Installation
Administration
First publish date
2008
ft:lastEdition
2023-05-25
ft:lastPublication
2023-05-25T13:35:22.615371

By default, Trillium Quality for Dynamics processes contact, account, lead and customer address entities. If you would like to cleanse and match custom entities, you must perform the following configuration steps described in this chapter:

  • Run the Deployment Manager to add Trillium fields to the custom entity.

  • Modify the Trillium for Dynamics web resource XML file to map entity fields to Trillium fields and to add the MatchDisplay node.

  • Modify the Trillium Quality for Dynamics assembly to add Create, Update, and Delete steps for custom entities.

  • Modify custom entity forms to add the Duplicates window and to ensure that name and address fields are included on the form.

Note: Matching rules require a name field. For custom entities that do not have a name field, you must add a name field to the entity. You can then create a business rule for that entity to set the field to a constant value (for example, ‘Trillium’).
Creating a Business Rule for a Name Field