AI Settings

AI settings are used for configuring and managing AI models within the system.

It provides the ability to enable or disable AI functionality globally.

• When AI settings are enabled, users can access and use all AI-powered features such as sentiment analysis, AI chat panel, and text rephrasing.

• When disabled, all AI features are turned off, and users will not be able to view or use any AI functionalities across the system.

AI Settings serve as the master control panel for all AI capabilities within DeDupeD.

Navigate to AI Configuration > AI Settings in the left navigation pane of Dynamics 365 to access this screen.

InoWiz Toggle

The InoWiz feature toggle at the top right of the AI Settings page controls global AI availability. When enabled (blue), InoWiz actively suggests optimal field values during the merge of duplicate Dynamics 365 records. When disabled, all AI-driven capabilities, including prompts, model calls, and usage logging, are suspended across the system.

Note: Disabling InoWiz does not delete AI model configurations or prompts. Existing records are preserved and become active again once the toggle is re-enabled.

AI Models Section

The AI Models sub-section within AI Settings lists all AI model configurations associated with the InoWiz feature. Each model entry displays key metadata: Model Name, Default AI Model flag, Model Type, Connector, Consumed Tokens, Total Tokens, and Connection Name.

The following actions are available from this section:

• + New AI Model - Create a brand-new AI model configuration from scratch (Azure OpenAI credentials required).

• Add Existing AI Model - Link a previously created AI model record to the InoWiz feature without re-entering credentials.

• Edit - Modify the configuration of a selected AI model.

• Remove - Disassociate the selected model from InoWiz. The underlying AI Model record is retained in the system.

2. AI Models

AI Models define the connection between DeDupeD's InoWiz feature and an external generative AI service. Each model encapsulates authentication credentials, endpoint routing, and token budget settings. Properly configured AI models are the foundation for accurate field-value suggestions during duplicate detection in Dynamics 365.

Inogic's Default AI Model

Upon successful license activation, Inogic automatically provisions a default AI model for the InoWiz feature. This model is pre-configured, locked for credential editing, and immediately operational; no additional setup is required to begin using AI-powered field suggestions when you deduplicate Dynamics 365 records.

Note: The default model credentials are maintained by Inogic's infrastructure. You cannot edit Model Name, Endpoint URL, or API Key for the default model. To use your own Azure OpenAI resource, create a new AI model and set it as the Default AI Model.

Creating a New AI Model

To connect your own Azure OpenAI deployment, for example, to apply custom content-filtering policies or allocate a dedicated token budget for Dynamics 365 data cleansing operations, click + New AI Model from the AI Settings page.

The new AI Model form opens in a modal dialog. Complete the following fields:

Authentication (Azure OpenAI)

Field	Description
Model Name	The Azure OpenAI deployment name (e.g., gpt-4o, gpt-4-turbo). This must match the deployment name in your Azure OpenAI resource exactly.
Endpoint URL	The full Azure OpenAI service endpoint URL. Example format: https://<resource-name>.openai.azure.com/openai/deployments/<deployment>/chat/completions?api-version=<version>
API Key	The authentication key for your Azure OpenAI resource. This value is stored encrypted and is not visible after saving.
Schema Example	Defines the JSON request schema sent to the AI model. The default schema follows the standard messages format with @instruction and @inputdata placeholders used by InoWiz to inject prompts and field data at runtime.

Administration

Field	Description
Total Tokens	The maximum number of tokens this AI model is permitted to consume. This acts as a budget cap for the model, helping you manage API costs when performing large-scale duplicate detection in Dynamics 365.
Consumed Tokens	Read-only. Displays the cumulative token consumption for this model since creation. Resets only if manually adjusted by an administrator.

Default AI Model Flag

Toggle Default AI Model to Yes to designate this model as the primary model used by InoWiz. Only one model can be the default at any time. Setting a new model as default automatically removes the designation from the previously active model.

Warning: Set Default AI Model to Yes only after verifying your Azure OpenAI deployment is active and the endpoint URL and API Key are correct. An inactive or misconfigured default model will prevent InoWiz field suggestions from loading during duplicate merge operations.

Adding an Existing AI Model

If an AI Model record was previously created for another DeDupeD feature or a different Dynamics 365 environment configuration, it can be linked to InoWiz without re-entering credentials. This is particularly useful in multi-feature or multi-tenant deployments where a single Azure OpenAI resource is shared across services.

Steps to Add an Existing AI Model

Step 1: From AI Configuration > AI Settings, navigate to the AI Models section under the InoWiz feature.

Step 2: Click Add Existing AI Model in the toolbar.

Step 3: A lookup dialog appears. Search for and select the existing AI Model record to associate with InoWiz.

Step 4: Once added, the model appears in the AI Models list. Open the record and toggle Default AI Model to Yes if this model should serve as the primary engine for field suggestions during duplicate merge operations in Dynamics 365.

AI Model Actions

After selecting an AI model row in the AI Models list, the toolbar exposes additional management actions. These controls allow administrators to maintain accurate model configurations as Azure OpenAI deployments evolve or as token budgets are adjusted for ongoing Dynamics 365 data cleansing operations.

Field	Description
Edit	Opens the AI Model record in edit mode. Use this to update the Endpoint URL, rotate the API Key, adjust the token budget, or modify the Schema Example. Credentials for the Inogic default model are locked and cannot be edited.
Remove	Disassociates the selected AI Model from the InoWiz feature. The AI Model record itself is not deleted from the system — it can be re-added later via Add Existing AI Model. A removed model no longer participates in field-suggestion calls during duplicate detection.

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