DQE One Package Setup on PowerApps / Dynamics

This document describes the deployment and configuration steps for the DQE One package on a Microsoft PowerApps / Dynamics 365 environment. It covers the two available modules: DQE Unify (batch processing) and DQE Real-Time (real-time data validation via webservices).

1. DQE Unify Module

The DQE One application has two modules:

• DQE Unify: batch processing on your existing records.
• DQE Real-Time: real-time data validation via webservice calls.

1.1 User Role Configuration

1. Step 1 — Go to your Microsoft administration platform.
2. Step 2 — Scroll down to find DQE – Data Administrator or DQE – Unify Application User, check the desired role and click Save.

Note: Role configuration depends on the subscribed modules (webservices, batch, or both). Roles are cumulative and have no impact on other application access.

• Customers using DQE batch/process only: activate DQE – Unify Application User.
• Customers using DQE webservices only: activate DQE – Data Administrator and DQE – User.

1.2 Registering the Application in Azure

1. Step 1 — Go to the Azure Portal.
   • Navigate to App registrations and click New Registration.
   • Enter a Name and click Register.
   • From the application overview, copy:
     • Application (client) ID → paste into the Client ID field.
     • Directory (tenant) ID → paste into the Tenant field.
2. Step 2 — Go to API Permissions.
   • Click Add a permission.
   • In the Microsoft APIs tab, select Dynamics CRM.
   • Select user_impersonation and click Add permissions.
3. Step 3 — Go to Certificates & secrets.
   • In the Client secrets tab, click New client secret.
   • Select the description and expiry duration (DQE licences are valid for one year and renewable), then click Add.
   • Copy the Client secret value immediately — it will no longer be visible after leaving the page.

Store the following values in a safe location: Directory ID (Tenant), Object ID (Client ID) and Client Secret.

1.3 Creating the S2S Application

After assigning user roles, you must grant the DQE One application permissions in the Dynamics environment.

1. Step 1 — Go to the Microsoft administration platform and navigate to S2S Application – Show all.
2. Step 2 — Retrieve the Object ID (Client ID) obtained in Step 3 of section 2.2 and copy it.
3. Step 3 — Return to the Microsoft administration platform and click Add an application.
4. Step 4 — Click Add an application.
5. Step 5 — Paste the Client ID retrieved in Step 2.
6. Step 6 — Select the application and click Add.
7. Step 7 — Select a business unit (optional).
8. Step 8 — Click Create.
9. Step 9 — In the newly created application, click Manage security roles.
10. Step 10 — Select the roles DQE Unify Application User, DQE – Data Administrator and DQE – User, then click Save.

1.4 Subscribing to DQE Servers in the DQE One Application

1. Step 1 — Go to the DQE Unify Settings tab and click New.
2. Step 2 — Fill in the Azure Server field with your Azure server URL, then click Save & Close.
3. Step 3 — Go to the DQE Metadata tab and click New.
4. Step 4 — Fill in the following values in the DQE Metadata form:
   • Directory ID = Tenant ID
   • Object ID = Client ID
   • Client Secret = Client Secret
5. Step 5 — For the Scope field, copy your environment URL up to .com and append /.default.

Click the Register button at the top of the form. After a short moment, the Certificate, Password, Private Key and Public Key fields are filled in automatically.

Note: The API URL address field relates to the DQE Real-Time module. It is N/A at this stage.

1.5 B2B Mapping and Configuration (Optional)

Only required if you have subscribed to the B2B processing service.

1. Step 1 — Go to the DQE B2B Settings tab and click New.

2. Step 2 — Create a mapping to retrieve the data fields you wish to bring back into your Account entity. Example mapping:

   {
     "dqe_l1_normalisee_c": "name",
     "dqe_l4_normalisee_c": "address1_line1",
     "dqe_l5_normalisee_c": "address1_line2",
     "dqe_libcom_c":        "address1_city",
     "dqe_codpos_c":        "address1_postalcode",
     "dqe_depet_c":         "address1_stateorprovince",
     "dqe_siren_c":         "",
     "dqe_siret_c":         ""
   }

You can modify this mapping to match your data model, then save by clicking Save & Close.

2. DQE Real-Time Module

2.1 User Role Configuration — DQE Real-Time

1. Step 1 — Go to the Microsoft administration platform and select the target environment.
2. Step 2 — Click Users.
3. Step 3 — Select a user or group of users.
4. Step 4 — Scroll down to find DQE – Data Administrator or DQE – User, check the desired role and click Save.

Note: Customers using DQE webservices only: activate DQE – Data Administrator and DQE – User.

2.2 Activating the Licence and Subscribed Webservices

1. Step 1 — Once the package is installed, the DQE Unify object should appear in the Applications tab.
2. Step 2 — Click on the DQE Unify application.
3. Step 3a — If you are not using the DQE Processing module: go to DQE Metadata and click New.

4. Step 3b — If you are using the DQE Processing module: double-click the existing record in the DQE Metadata tab, then in the API URL address field enter:

   <Real Time API Doc>

5. Step 4 — Click Save & Close.
6. Step 5 — Go to the DQE DataQ Settings tab and click New.
7. Step 6 — Enter your DQE licence key in the dedicated field, then activate (set to Yes) the products subscribed to in your contract with DQE Software.

The subscribed webservices are activated.

2.4 Configuring Data Blocks Connected to Webservices

1. Step 1 — Go to Address Setup and activate the desired options based on your data model and which entities — Accounts, Contacts, Leads — you want the DQE webservices active on.
2. Step 2 — Click Email Setup and activate the desired options.
3. Step 3 — Click Phone Setup and activate the desired options. You can modify the displayed return codes (DQE default values).
4. Step 4 — Click Save & Close.
5. Step 5 — To access the webservices from forms: go to the object of your choice and click New.

2.5 B2B Webservice Configuration (Optional)

Available only if subscribed contractually.

1. Step 1 — In Dataverse, go to Solutions and select DQE.
2. Step 2 — Activate the Cloud Flow for the B2B webservice and run the flow.
3. Step 3 — In the application, go to the DQE B2B Settings tab and create a mapping by clicking DQE Setup.
4. Step 4 — Create your field-by-field mapping in the pop-up that opens.

You can modify this mapping to match your data model and save by clicking Save settings.