Category Archives: Microsoft Dynamics 365

Integration of Paribus technologies with Microsoft Dynamics 365.

CRMUG UK London – 4 July 2018

Event: CRMUG UK London – July 2018 Outline: Training and networking event for Microsoft Dynamics 365 users. Get the most out of your Dynamics 365. Date: Wednesday, 4 July 2018 Location: Microsoft UK Paddington Office 2 Kingdom Street Paddington London, W2 6BD Enrolment : Register here QGate Presentations: What is a Lead, and What is Lead … Continue reading CRMUG UK London – 4 July 2018


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

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 / … Continue reading Adding a Match condition for Account emails


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

Avoid Duplicates at Entry with QGate's Paribus Interactive

Internet Explorer Compatibility/Security Issues

Summary: This article provides details of known issues concerning Paribus Interactive and use with Microsoft Internet Explorer. Article Type: Troubleshooting/Technical Article Related Product(s): This article relates to the following products: Paribus Interactive Microsoft Dynamics CRM/365 Microsoft Internet Explorer  Related Article(s): None Internet Explorer Trusted Sites It has been noted that in some installations of Microsoft … Continue reading Internet Explorer Compatibility/Security Issues


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

When and where to deduplicate your CRM – Part 2

Summary: This article provides guidance on when and where to deduplicate your CRM system, and the processes required to manage those duplicates.  This is the second in this series – purchased data. Article Type: Information/Guidance Related Product(s): This article relates to the following products: Paribus Discovery Microsoft Dynamics CRM/365 Infor CRM Saleslogix Following  When and where … Continue reading When and where to deduplicate your CRM – Part 2


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

When and where to deduplicate your CRM – Part 1

Summary: This article provides guidance on when and where to deduplicate your CRM system, and the processes required to manage those duplicates. This is part one of the series – a new CRM Article Type: Information/Guidance Related Product(s): This article relates to the following products: Paribus Discovery Microsoft Dynamics CRM/365 Infor CRM Saleslogix Deduplicate your … Continue reading When and where to deduplicate your CRM – Part 1


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

Export a definition set

Summary: This  articles takes you through the steps to export a definition set. 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 export a definition set To export definition sets that can be imported into … Continue reading Export a definition set


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

Custom fields – Adding as a Match condition

Summary: This  articles explains how you can set up a Custom Field as a Match condition. 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 Custom fields – Adding as a Match condition   To be able to add … Continue reading Custom fields – Adding as a Match condition


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

Custom fields – Adding as a filter

Summary: This  articles explains how you can set up a Custom Field as a filter. 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 Custom fields – Adding as a filter   Navigate to “Data Sets” area in … Continue reading Custom fields – Adding as a filter


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

Run a Paribus Audit – a guide for partners (Dynamics 365)

Summary: This  article is for partners and provides guidance on how to audit their customer’s Dynamics 365 system for data duplication using Paribus Discovery. Article Type: How-To Guide, Technical Article Related Product(s): This article relates to the following products: Paribus Discovery Microsoft Dynamics CRM/365 Purpose The purpose of this document is to provide partner guidance … Continue reading Run a Paribus Audit – a guide for partners (Dynamics 365)


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

Data Matching – Sequence Variation

Summary: This article discusses data matching sequence variation, what is it and why is it important Article Type: Technical Article Related Product(s): This article relates to the following products: Paribus Discovery Paribus Interactive Microsoft Dynamics CRM/365 Infor CRM Saleslogix Data Matching Sequence Variation, what is it and why is it important When it comes to … Continue reading Data Matching – Sequence Variation


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