{"id":19853,"date":"2017-01-10T15:58:00","date_gmt":"2017-01-10T15:58:00","guid":{"rendered":"http:\/\/www.paribuscloud.com\/help\/?page_id=19853"},"modified":"2025-06-04T09:44:42","modified_gmt":"2025-06-04T09:44:42","slug":"for-microsoft-dynamics-365","status":"publish","type":"page","link":"https:\/\/www.paribuscloud.com\/help\/paribus-discovery\/how-to-guides\/for-microsoft-dynamics-365\/","title":{"rendered":"How To Guides for Microsoft Dynamics 365 CRM"},"content":{"rendered":"<p>Here is a collection of How To Guides for assistance with Paribus 365&#x2122; Data Cleansing and its integration with Microsoft Dynamics 365 CRM:<\/p>\n<h3>Paribus 365&#x2122; How To Guides<\/h3>\n<ul class=\"lcp_catlist\" id=\"lcp_instance_0\"><li><h5><a href=\"https:\/\/www.paribuscloud.com\/help\/gaining-efficiencies-paribus-discovery-filters\/\">Gaining Efficiencies with Paribus 365&#x2122; Data Cleansing \u2013 Filters<\/a><\/h5><\/li><li><h5><a href=\"https:\/\/www.paribuscloud.com\/help\/dynamics-crm-service-manager\/\">Microsoft Dynamics 365 CRM Service Manager &#8211; Usage Guide<\/a><\/h5><\/li><li><h5><a href=\"https:\/\/www.paribuscloud.com\/help\/paribus-discovery-compatible-crm-online\/\">Using Paribus 365&#x2122; Data Cleansing with Microsoft Dynamics 365 CRM Online &#8211; Data Extraction Utility<\/a><\/h5><\/li><li><h5><a href=\"https:\/\/www.paribuscloud.com\/help\/adding-a-match-condition-for-account-emails\/\">Adding a Match condition for Account emails<\/a><\/h5><\/li><li><h5><a href=\"https:\/\/www.paribuscloud.com\/help\/custom-fields-exporting-a-definition-set\/\">Export a definition set<\/a><\/h5><\/li><li><h5><a href=\"https:\/\/www.paribuscloud.com\/help\/custom-fields-adding-match-condition\/\">Custom fields &#8211; Adding as a Match condition<\/a><\/h5><\/li><li><h5><a href=\"https:\/\/www.paribuscloud.com\/help\/custom-fields-adding-filter\/\">Custom fields &#8211; Adding as a filter<\/a><\/h5><\/li><li><h5><a href=\"https:\/\/www.paribuscloud.com\/help\/run-paribus-audit-guide-partners-dynamics-365\/\">Run a Paribus 365&#x2122; Audit &#8211; a guide for partners (Dynamics 365 CRM)<\/a><\/h5><\/li><li><h5><a href=\"https:\/\/www.paribuscloud.com\/help\/custom-fields-converting-option-sets\/\">Custom fields &#8211; Converting Option Sets<\/a><\/h5><\/li><li><h5><a href=\"https:\/\/www.paribuscloud.com\/help\/custom-field-setting-up-an-information-column\/\">Custom fields &#8211; Setting up an Information Column<\/a><\/h5><\/li><li><h5><a href=\"https:\/\/www.paribuscloud.com\/help\/paribus-discovery-custom-field-extracting\/\">Custom fields &#8211; Extracting<\/a><\/h5><\/li><li><h5><a href=\"https:\/\/www.paribuscloud.com\/help\/paribus-discovery-custom-fields\/\">Add a Paribus 365&#x2122; Data Cleansing Custom Field and make use of it<\/a><\/h5><\/li><li><h5><a href=\"https:\/\/www.paribuscloud.com\/help\/paribus-discovery-organizing-match-sessions\/\">Gaining Efficiencies with Paribus 365&#x2122; Data Cleansing \u2013 Organizing your Match Sessions<\/a><\/h5><\/li><li><h5><a href=\"https:\/\/www.paribuscloud.com\/help\/gaining-efficiencies-paribus-discovery-review-information-columns\/\">Gaining Efficiencies with Paribus 365&#x2122; Data Cleansing \u2013 Review Information Columns<\/a><\/h5><\/li><li><h5><a href=\"https:\/\/www.paribuscloud.com\/help\/managing-information-columns-most-recent-contact-user\/\">Managing the Information Columns &#8211; Most Recent Contact User<\/a><\/h5><\/li><li><h5><a href=\"https:\/\/www.paribuscloud.com\/help\/managing-information-columns-adding-counts\/\">Managing the Information Columns &#8211; Adding Counts<\/a><\/h5><\/li><li><h5><a href=\"https:\/\/www.paribuscloud.com\/help\/managing-information-columns-converting-picklist-codes\/\">Managing the Information Columns &#8211; Converting Picklist Codes<\/a><\/h5><\/li><li><h5><a href=\"https:\/\/www.paribuscloud.com\/help\/discovery-sql-login-problem\/\">Paribus 365&#x2122; Data Cleansing login problem with SQL Server 2005 (or later)<\/a><\/h5><\/li><li><h5><a href=\"https:\/\/www.paribuscloud.com\/help\/paribus-discovery-database-user-permissions\/\">Database user permissions required to use Paribus 365&#x2122; Data Cleansing<\/a><\/h5><\/li><\/ul>\n<p><!-- Article Footer (do not remove) --><\/p>\n<hr>\n<p style=\"text-align: center;\">\u2190 Back to the <a title=\"Help Center\" href=\"\/help\/\">Help Center<\/a> menu.<\/p>\n<div style=\"text-align: center;\">\n<hr>\n<p style=\"text-align: center;\">See the Paribus 365 Help Center <a href=\"\/help\/user-guidelines\">User Guidelines<\/a>&nbsp;for important considerations of use.<\/p>\n<\/div>\n<p><!-- Article Footer End --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Here is a collection of How To Guides for assistance with Paribus 365&#x2122; Data Cleansing and its integration with Microsoft Dynamics 365 CRM: Paribus 365&#x2122; How To Guides \u2190 Back to the Help Center menu. See the Paribus 365 Help Center User Guidelines&nbsp;for important considerations of use.<\/p>\n","protected":false},"author":17,"featured_media":0,"parent":6129,"menu_order":5,"comment_status":"closed","ping_status":"closed","template":"","meta":{"spay_email":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.1.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<meta name=\"description\" content=\"This Help Center page lists all of the How To articles for Paribus Paribus 365\u2122 Data Cleansing or Dynamics 365 CRM\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.paribuscloud.com\/help\/paribus-discovery\/how-to-guides\/for-microsoft-dynamics-365\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How To Guides for Microsoft Dynamics 365 CRM\" \/>\n<meta property=\"og:description\" content=\"This Help Center page lists all of the How To articles for Paribus Paribus 365\u2122 Data Cleansing or Dynamics 365 CRM\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.paribuscloud.com\/help\/paribus-discovery\/how-to-guides\/for-microsoft-dynamics-365\/\" \/>\n<meta property=\"og:site_name\" content=\"The Paribus Help Center\" \/>\n<meta property=\"article:modified_time\" content=\"2025-06-04T09:44:42+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary\" \/>\n<meta name=\"twitter:creator\" content=\"@ParibusDedupe\" \/>\n<meta name=\"twitter:site\" content=\"@ParibusDedupe\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.paribuscloud.com\/help\/#organization\",\"name\":\"QGate Software Ltd\",\"url\":\"https:\/\/www.paribuscloud.com\/help\/\",\"sameAs\":[\"https:\/\/www.linkedin.com\/company\/qgate\/\",\"https:\/\/www.youtube.com\/channel\/UCZBmNdUEnRL9RH0ah3US99g\",\"https:\/\/twitter.com\/ParibusDedupe\"],\"logo\":{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/www.paribuscloud.com\/help\/#logo\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/05\/QGate_logo_4c.png\",\"width\":1808,\"height\":700,\"caption\":\"QGate Software Ltd\"},\"image\":{\"@id\":\"https:\/\/www.paribuscloud.com\/help\/#logo\"}},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.paribuscloud.com\/help\/#website\",\"url\":\"https:\/\/www.paribuscloud.com\/help\/\",\"name\":\"The Paribus Help Center\",\"description\":\"Customer Self Help, Paribus events and product news\",\"publisher\":{\"@id\":\"https:\/\/www.paribuscloud.com\/help\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":\"https:\/\/www.paribuscloud.com\/help\/?s={search_term_string}\",\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.paribuscloud.com\/help\/paribus-discovery\/how-to-guides\/for-microsoft-dynamics-365\/#webpage\",\"url\":\"https:\/\/www.paribuscloud.com\/help\/paribus-discovery\/how-to-guides\/for-microsoft-dynamics-365\/\",\"name\":\"How To Guides for Microsoft Dynamics 365 CRM\",\"isPartOf\":{\"@id\":\"https:\/\/www.paribuscloud.com\/help\/#website\"},\"datePublished\":\"2017-01-10T15:58:00+00:00\",\"dateModified\":\"2025-06-04T09:44:42+00:00\",\"description\":\"This Help Center page lists all of the How To articles for Paribus Paribus 365\\u2122 Data Cleansing or Dynamics 365 CRM\",\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.paribuscloud.com\/help\/paribus-discovery\/how-to-guides\/for-microsoft-dynamics-365\/\"]}]}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","jetpack_sharing_enabled":false,"jetpack_shortlink":"https:\/\/wp.me\/P8hT1P-5ad","_links":{"self":[{"href":"https:\/\/www.paribuscloud.com\/help\/wp-json\/wp\/v2\/pages\/19853"}],"collection":[{"href":"https:\/\/www.paribuscloud.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.paribuscloud.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.paribuscloud.com\/help\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/www.paribuscloud.com\/help\/wp-json\/wp\/v2\/comments?post=19853"}],"version-history":[{"count":24,"href":"https:\/\/www.paribuscloud.com\/help\/wp-json\/wp\/v2\/pages\/19853\/revisions"}],"predecessor-version":[{"id":24142,"href":"https:\/\/www.paribuscloud.com\/help\/wp-json\/wp\/v2\/pages\/19853\/revisions\/24142"}],"up":[{"embeddable":true,"href":"https:\/\/www.paribuscloud.com\/help\/wp-json\/wp\/v2\/pages\/6129"}],"wp:attachment":[{"href":"https:\/\/www.paribuscloud.com\/help\/wp-json\/wp\/v2\/media?parent=19853"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}