Avoid Duplicates at Entry with QGate's Paribus Interactive

Installation help

This is a page dedicated for the Installation guides for Paribus Interactive The following instructions provide a step-by-step guide to performing a fresh, default installation of Paribus Interactive™ into your Microsoft Dynamics CRM system.

  1. Download the Solution Manager from here.
  2. Extract this zip file to a folder on your computer.
  3. Double-click on the application file to run the Solution Manager.
  4. Click on “CRM Connection”.
  5. Select your CRM system from the drop down list. If your solution is not in the list, then click on the ellipsis button and add it by following the steps in this article, then select it from the drop down.
  6. Click the “Connect…” button and enter your login details into the resulting form (make sure that you have administrator privileges in your CRM system), then click “Connect”.
  7. Click on the “Packages” button.
  8. Select “Latest Compatible Packages” from the drop down on this form, if this isn’t already selected.
  9. Click the “Details…” button on your chosen package (there should only be one option).
  10. Once you are happy with the disclaimer, check the box to confirm that you have read this, then click the “Install” button and confirm that you wish to continue. This will kick off the installation, which may take a few minutes.
  11. Close the Installation Report dialog and the Package Details form, then click on the “CRM Administration” button.
  12. Select “Paribus Interactive User” in the drop down at the top of the resulting form (if this is not already selected).
  13. Move all users that you wish to have access to Paribus Interactive™ from the left-hand box to the right-hand box either by double-clicking the name of the user, or by selecting the name and using the arrow buttons. Click the “Save” button once you are happy with your selection.
  14. Select “Paribus Interactive Cloud Administration” in the drop down menu at the top of the form.
  15. Move all users that you wish to make Paribus Interactive™ administrators from the left-hand box to the right-hand box as you did in step 13. Click the “Save” button once you are happy with your selection.
  16. Click on the CRM Site Map button.
  17. Choose a position for the Paribus Interactive™ icon within the menu of your CRM system. Note: if you do not wish to include Paribus Interactive™ General Searches within your CRM system, then you can skip this step and the following one.
  18. Click the “Add” button.
  19. Click on the “CRM Detection Rules” button.
  20. Unpublish all the rules that you do not wish to keep (it is recommended that you unpublish all rules here, since they can interfere with the operations of Paribus Interactive™). This is done in a similar way to steps 13 and 15 (the CRM Administration form).
  21. Click on the “Search Engine” button.
  22. The Import/Export form should load automatically. If this is not the case, then click on the “Import / Export Rules or Entities…” button on this form.
  23. Select the online rules that you wish to import from the list at the top of this form by clicking the “Select” button for that set of Search Rules.
  24. Click the “Select All” button at the bottom of the form to select all the available rules, entities and colours.
  25. Click the “Import” button, and confirm that you would like to continue.
  26. Close the Import/Export form.
  27. Click the “Commit” button to save your changes.
  28. Click the “Connect to CRM Forms…” button.
  29. Connect Paribus Interactive™ to all the CRM forms that you are interested in. The following steps outline how to do this for all the standard rules, so miss out any that you do not want.
    1. Account form.
      1. Click the “Add” button.
      2. Select the “account” entity from the Entity Name drop down.
      3. Select the “Account” form name from the Form Name drop down.
      4. Select the “Account Entity Main Support (Add) (AccountEMAdd)” option from the “Add Rule” drop down.
      5. Select the “Account Entity Main Support (Edit) (AccountEMEdit)” option from the “Edit Rule” drop down.
      6. Click on “Update Form” and confirm that you wish to continue, then close the form when the update is complete.
    2. Contact form.
      1. Click the “Add” button.
      2. Select the “contact” entity from the Entity Name drop down.
      3. Select the “Contact Entity Main Support (Add) (ContactEMAdd)” option from the “Add Rule” drop down.
      4. Select the “Contact Entity Main Support (Edit) (ContactEMEdit)” option from the “Edit Rule” drop down.
      5. Click on “Update Form” and confirm that you wish to continue, then close the form when the update is complete.
    3. Lead form.
      1. Click the “Add” button.
      2. Select the “lead” entity from the Entity Name drop down.
      3. Select the “Lead” form name from the Form Name drop down.
      4. Select the “Lead Entity Main Support (Add) (LeadEMAdd)” option from the “Add Rule” drop down.
      5. Select the “Lead Entity Main Support (Edit) (LeadEMEdit)” option from the “Edit Rule” drop down.
      6. Click on “Update Form” and confirm that you wish to continue, then close the form when the update is complete.
  30. Log into you Microsoft Dynamics CRM system and navigate to Settings -> Solutions.
  31. Click on the “Paribus Interactive™ Framework” solution name, and select the “Configuration” option from the menu on the left of the resulting screen.
  32. Enter your subscription details (Server Name, Subscription Key and Security Key) into the relevant places on this form.
  33. Click on the “Advanced Settings” text to display these options, and make sure that the “Port Number” is set to 443, and the “Endpoint Name” is set to “interactive”.
  34. Press the “Validate” button to make sure that the correct details have been entered, then click “Save Configuration”.

The installation of Paribus Interactive into your CRM system is now complete.

← Back to the Help Center menu.

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