How To Guides for Microsoft Dynamics 365 CRM

Here is a collection of How To Guides for assistance with Paribus Discovery and its integration with Microsoft Dynamics 365 CRM:

Paribus How To Guides

• Microsoft Dynamics 365 CRM Service Manager – Usage Guide

• Using Paribus 365™ Data Cleansing with Microsoft Dynamics 365 CRM Online – Data Extraction Utility

• Adding a Match condition for Account emails

• Export a definition set

• Custom fields – Adding as a Match condition

• Custom fields – Adding as a filter

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

• Custom fields – Converting Option Sets

• Custom fields – Setting up an Information Column

• Custom fields – Extracting

• Add a Paribus 365™ Data Cleansing Custom Field and make use of it

• Gaining Efficiencies with Paribus 365™ Data Cleansing – Organizing your Match Sessions

• Gaining Efficiencies with Paribus 365™ Data Cleansing – Review Information Columns

• Managing the Information Columns – Most Recent Contact User

• Gaining Efficiencies with Paribus Discovery – Filters

• Managing the Information Columns – Adding Counts

• Managing the Information Columns – Converting Picklist Codes

• Paribus Discovery™ login problem with SQL Server 2005 (or later)

• Database user permissions required to use Paribus Discovery™

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