{"id":20318,"date":"2017-01-17T12:19:03","date_gmt":"2017-01-17T12:19:03","guid":{"rendered":"http:\/\/www.paribuscloud.com\/help\/?p=20318"},"modified":"2025-06-04T10:17:42","modified_gmt":"2025-06-04T10:17:42","slug":"adding-paribus-interactive-cases-opps","status":"publish","type":"post","link":"https:\/\/www.paribuscloud.com\/help\/adding-paribus-interactive-cases-opps\/","title":{"rendered":"Adding Paribus 365&#x2122; Search and Detect to Cases and Opportunities"},"content":{"rendered":"<p><!----------------------------- Article Header Start - DO NOT REMOVE ------------------------------><\/p>\n<table class=\"article-header-table\" summary=\"Article Summary\">\n<tbody>\n<tr class=\"qgkb-articleheader-table-header\">\n<td style=\"border-top: 5px solid currentColor;\" valign=\"top\" width=\"25%\"><b>Summary:<\/b><\/td>\n<td style=\"border-top: 1px solid currentColor;\" valign=\"top\">Step-by-step guide to adding Paribus 365&#x2122; Search and Detect to Cases and Opportunities<\/td>\n<\/tr>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td valign=\"top\"><b>Article Type:<\/b><\/td>\n<td valign=\"top\">How-To Guide<\/td>\n<\/tr>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"border-bottom-color: currentColor; border-bottom-width: 3px; border-bottom-style: solid;\" valign=\"top\"><strong>Related Product(s):<\/strong><\/td>\n<td style=\"border-bottom-color: currentColor; border-bottom-width: 1px; border-bottom-style: solid;\" valign=\"top\">This article relates to the following products:<\/p>\n<ul>\n<li>Paribus 365&#x2122;&nbsp;Search and Detect<\/li>\n<li>Microsoft Dynamics 365 CRM<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Adding Paribus 365&#x2122; Search and Detect to Cases and Opportunities<\/h2>\n<p><!-------------------------------------- Article Header End ---------------------------------------><\/p>\n<ol>\n<li>Open up the solution manager, the same as when you first installed Paribus 365&#x2122; Search and Detect, and connect to your CRM instance.\n<ol style=\"list-style-type: lower-alpha;\">\n<li>If you didn\u2019t install Paribus 365&#x2122; Search and Detect initially, don\u2019t worry \u2013 download it from <a href=\"\/help\/paribus-interactive-solution-manager\/\">here<\/a>.<\/li>\n<li>Now follow <a href=\"https:\/\/www.paribuscloud.com\/help\/dynamics-crm-service-manager\/\">this article<\/a> to set up the connection to the CRM form:<\/li>\n<\/ol>\n<\/li>\n<li>Navigate to the Search Engine icon on the left of the solution manager.<\/li>\n<li>Check your list of rules to ensure you have a rule for Cases and Opportunities\n<ol style=\"list-style-type: lower-alpha;\">\n<li>If you don\u2019t have a rule for Cases or Opportunities, then import the pre-made rules:\n<ol style=\"list-style-type: lower-roman;\">\n<li>Navigate to Import\/Export near the top of the screen.<\/li>\n<li>Click the Import\/Export button.<\/li>\n<li>Select either\n<ol style=\"list-style-type: lower-alpha;\">\n<li>Search Rules (For EMEA) \u2013 Europe, Middle East. Africa and Oceania<\/li>\n<li>Search Rules (For North America) \u2013 North America<\/li>\n<\/ol>\n<\/li>\n<li>Then either select the Rules you wish to import by clicking the check box next to them, or click Select All to import them all. Then click Import.<\/li>\n<li>Now click commit and you should now have the rules.<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<li>Now navigate to the CRM Forms tab and click on the Manage CRM Forms button.<\/li>\n<li>Click Add\u2026\n<ol style=\"list-style-type: lower-alpha;\">\n<li>Cases:\n<ol style=\"list-style-type: lower-roman;\">\n<li>Select Incident as the Entity name<\/li>\n<li>Select the name of your main Case form as the Form Name.<\/li>\n<li>Add the relevant rules to Add and Edit.\n<ul>\n<li>If using the premade rules, then these are both called Case: Entity Main Lookup Inline Search (Add\/Edit)<\/li>\n<\/ul>\n<\/li>\n<li>Click Update Form<\/li>\n<\/ol>\n<\/li>\n<li>Opportunities:\n<ol style=\"list-style-type: lower-roman;\">\n<li>Select Opportunity as the Entity name<\/li>\n<li>Select the name of your main Opportunity form as the Form Name.<\/li>\n<li>Add the relevant rules to Add and Edit.\n<ul>\n<li>If using the premade rules, then these are both called Opportunity: Entity Main Lookup Inline Search (Add\/Edit)<\/li>\n<\/ul>\n<\/li>\n<li>Click Update Form<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<\/li>\n<li>You have now added Paribus 365&#x2122; Search and Detect to the Case and Opportunity forms.<\/li>\n<\/ol>\n<p><!-- Relevant articles: [catlist name=Paribus-Interactive+Installation-Help orderby=date order=desc numberposts=\"99\"] --><br \/>\n<!----------------------------- Article Footer Start - DO NOT REMOVE ------------------------------><\/p>\n<table style=\"border-bottom: none;\" summary=\"Article Summary\">\n<tbody>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"width: 25%; border-top-color: currentColor; border-top-width: 3px; border-top-style: solid;\" valign=\"top\"><strong>&nbsp;Related Resources:<\/strong><\/td>\n<td style=\"width: 75%; border-top-color: currentColor; border-top-width: 1px; border-top-style: solid;\" valign=\"top\">\n<ul>\n<li><a href=\"\/help\/paribus-interactive-solution-manager\/\">Paribus 365 Solution Manager<\/a><\/li>\n<li><a href=\"https:\/\/www.paribuscloud.com\/help\/dynamics-crm-service-manager\/\">Microsoft Dynamics 365 CRM Service Manager \u2013 Usage Guide<\/a><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"vertical-align: top; border-top: 1px solid #e6e6e6;\"><strong><span style=\"color: #444444;\"><span style=\"line-height: 14px; font-size: 14px;\">Further Information:<\/span><\/span><\/strong><\/td>\n<td style=\"vertical-align: top; border-top: 1px solid #e6e6e6;\">\n<ul>\n<li><a href=\"https:\/\/www.paribuscloud.com\/help\/\">Paribus Help Center Menu<\/a><\/li>\n<li><a href=\"\/help\/paribus-interactive\/faqs\/\">Paribus 365 Search and Detect FAQs<\/a><\/li>\n<li><a href=\"\/help\/paribus-interactive\/troubleshooting\/\">Paribus 365 Search and Detect Troubleshooting<\/a><\/li>\n<li><a href=\"\/help\/paribus-interactive\/how-to-guides\/\">Paribus 365 Search and Detect How-To Guides<\/a><\/li>\n<li><a href=\"\/help\/paribus-interactive\/technical-articles\/\">Paribus 365 Search and Detect Technical Articles<\/a><\/li>\n<li><a href=\"\/help\/paribus-interactive\/documents\/\">Paribus 365 Search and Detect Document Library<\/a><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><!-------------------------------------- Article Footer End ---------------------------------------><\/p>\n<div class=\"sharedaddy sd-sharing-enabled\"><div class=\"robots-nocontent sd-block sd-social sd-social-icon-text sd-sharing\"><h3 class=\"sd-title\">Share this:<\/h3><div class=\"sd-content\"><ul><li class=\"share-twitter\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-twitter-20318\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/adding-paribus-interactive-cases-opps\/?share=twitter\" target=\"_blank\" title=\"Click to share on Twitter\"><span>Twitter<\/span><\/a><\/li><li class=\"share-linkedin\"><a rel=\"nofollow noopener noreferrer\" 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Opportunities Open up the solution manager, the same as when you &hellip; <a href=\"https:\/\/www.paribuscloud.com\/help\/adding-paribus-interactive-cases-opps\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">Adding Paribus 365&#x2122; Search and Detect to Cases and Opportunities<\/span> <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n<div class=\"sharedaddy sd-sharing-enabled\"><div class=\"robots-nocontent sd-block sd-social sd-social-icon-text sd-sharing\"><h3 class=\"sd-title\">Share this:<\/h3><div class=\"sd-content\"><ul><li class=\"share-twitter\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-twitter-20318\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/adding-paribus-interactive-cases-opps\/?share=twitter\" target=\"_blank\" title=\"Click to share on Twitter\"><span>Twitter<\/span><\/a><\/li><li class=\"share-linkedin\"><a rel=\"nofollow noopener noreferrer\" 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