Guide contents:
CRM Security Roles
As of version 30.0 (11th December 2018), the DQ for Dynamics security roles are now available automatically via the normal CRM Security settings.
DQ for Dynamics User Permissions
Note: When records/groups are reviewed by one reviewer/admin, then only the assigned reviewer can perform processing operations on that record/group.
| Section | Sub-Section | Admin | Reviewer | |
| CRM | DQ Review | Advanced Find | ✔ | ✔ |
| Account Records List | ✔ | ✔ | ||
| Contact Records List | ✔ | ✔ | ||
| Lead Records List | ✔ | ✔ | ||
| Settings | Attribute Groups | ✔ | ✘ | |
| Attribute Group Transforms | ✔ | ✘ | ||
| Master Record | ✔ | ✘ | ||
| Display & Auto Fill | ✔ | ✘ | ||
| Post-Merge | ✔ | ✘ | ||
| Auto Exact & Merge Rules | ✔ | ✘ | ||
| Manage Users | ✔ | ✘ | ||
| Primary Account | ✔ | ✘ | ||
| Custom Settings | ✔ | ✘ | ||
| Best Record Rule DB Setup | ✔ | ✘ | ||
| Map Entities Setup | ✔ | ✘ | ||
| Cross Entity Mapping | ✔ | ✘ | ||
| Post Merge Settings | ✔ | ✘ | ||
| Home | Session Listing | Create Session | ✔ | ✘ |
| Delete Session | ✔ | ✘ | ||
| Refresh | ✔ | ✔ | ||
| Activate a session | ✔ | ✘ | ||
| Deactivate a session | ✔ | ✘ | ||
| Start Match Process | ✔ | ✘ | ||
| Review Session | ✔ | ✔ | ||
| Clone Session | ✔ | ✘ | ||
| Select a session | ✔ | ✔ | ||
| Multi select sessions | ✔ | ✘ | ||
| Schedule a session | ✔ | ✘ | ||
| Session Detail Screen | ✔ | ✘ | ||
| Session Results | Release Groups Section | ✔ | ✘ | |
| Auto Exact & Bulk Merge All | ✔ | ✔ | ||
| Auto Promote All | ✔ | ✔ | ||
| Auto Fill All | ✔ | ✔ | ||
| Auto Promote & Fill All | ✔ | ✔ | ||
| Auto Accept & Merge All | ✔ | ✔ | ||
| Search | ✔ | ✔ | ||
| Refresh | ✔ | ✔ | ||
| Session Results Detail | ✔ | ✔ | ||
| Group Review | Manual Fill | ✔ | ✔ | |
| Auto Fill | ✔ | ✔ | ||
| Manual Promote | ✔ | ✔ | ||
| Auto Promote | ✔ | ✔ | ||
| Auto Exact & Merge | ✔ | ✔ | ||
| Accept & Merge | ✔ | ✔ | ||
| View Record | ✔ | ✔ | ||
| Suppress duplicate | ✔ | ✔ | ||
| Release Sub-Group | ✔ | ✔ | ||
| Grid settings | ✔ | ✔ | ||
| Hide Queue grid | ✔ | ✔ | ||
| Hide Session Drop down | ✔ | ✔ | ||
| Current Queue | ✔ | ✔ | ||
| Back | ✔ | ✔ | ||
| Refresh | ✔ | ✔ | ||
| Previous Group | ✔ | ✔ | ||
| Next Group | ✔ | ✔ | ||
| Help | ✔ | ✔ | ||
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article