Adding a Match condition for Account emails

Summary: This  articles takes you through the steps required to set up a match condition for Account emails.

This is only for Paribus Discovery with Dynamics 365 Online when using the Paribus Data Extractor.

Article Type: How-To Guide, Technical Article
Related Product(s): This article relates to the following products:

  • Paribus Discovery
  • Microsoft Dynamics 365 / Dynamics CRM
  • Infor CRM / Saleslogix

How to Add a Match condition for Account emails

Please note these instructions are only for Paribus Discovery with Dynamics 365 Online when using the Paribus Data Extractor.

The standard definition sets for Dynamics 365 (when working with data pulled using the Paribus Data Extraction Utility) do not include definitions to allow for checking the Account Emails as a Match Condition.  It is possible to configure the definitions manually to carry out a Match Session that checks the emails of an account as a Match Condition.  The following steps are required:

  1. Add Data set
  2. Add Match condition
  3. Setup new Match session

1. Add Data set 

Navigate to “Data Sets” in the Data Layer.

Data Sets

 

Right click > New data.  Add a data set with following settings:

Name: Microsoft D365 Account – Email Address

 

Data set settings

Note: The Email address as an Info column is optional.  It will show as a match condition value in any event.

2.  Add Match Condition

Navigate to “Match Conditions” in Matching Layer

Match Conditions

Right click > New Match Condition.  Add a new Match Condition as a Single Data Source using the newly setup data set.

Name: Microsoft D365 Account – Email Address

Match conditions settings

Link the Match Set to “Microsoft CRM Account Name Match” when prompted.

Link Match condition

3.  Setup a new Match Session

Navigate to “Match Sessions” in Process Layer.

Match sessions

Right click > New Session.  Create a new match session making use of the new condition.

Match Session Settings

Match method

Example Results

Match results

 Related Resources:
Further Information:

See the Paribus Help Center User Guidelines for important considerations of use.