Modifying Entities, Forms, and Roles - trillium_quality - Latest

After Trillium Quality for Dynamics is installed and deployed, perform the following modifications for entities, forms, and user permissions. The following procedures are required, except where noted:

• Removing CRM’s Duplicate Detection from Entities

• Adding the Duplicates Window to Forms

• Modifying the TSS Match Display Entity

• Adding Name and Address Fields to Forms

• Adding the TSS Security Roles

• Optional - Configuring picklist support

• Optional - Overriding Cleansing and Matching

• Optional - Adding Multiple Addresses to Forms