{"id":22209,"date":"2018-06-06T08:53:35","date_gmt":"2018-06-06T08:53:35","guid":{"rendered":"https:\/\/www.paribuscloud.com\/help\/?p=22209"},"modified":"2025-05-14T14:02:56","modified_gmt":"2025-05-14T14:02:56","slug":"adding-a-match-condition-for-account-emails","status":"publish","type":"post","link":"https:\/\/www.paribuscloud.com\/help\/adding-a-match-condition-for-account-emails\/","title":{"rendered":"Adding a Match condition for Account emails"},"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\">This articles takes you through the steps required to set up a match condition for Account emails.This is only for Paribus 365&#x2122; Data Cleansing with Dynamics 365 CRM Online when using the Paribus 365&#x2122; Data Extractor.<\/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, Technical Article<\/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; Data Cleansing<\/li>\n<li>Microsoft Dynamics 365 CRM<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><!-------------------------------------- Article Header End ---------------------------------------><\/p>\n<h2><strong>How to Add a Match condition for Account emails<\/strong><\/h2>\n<p>Please note these instructions are only for Paribus 365&#x2122; Data Cleansing with Dynamics 365 CRM Online when using the Paribus 365&#x2122; Data Extractor.<\/p>\n<p>The standard definition sets for Dynamics 365 CRM (when working with data pulled using the Paribus Data Extraction Utility) do not include definitions to allow for checking the Account Emails as a Match Condition.\u00a0 It is possible to configure the definitions manually to carry out a Match Session that checks the emails of an account as a Match Condition.\u00a0 The following steps are required:<\/p>\n<ol>\n<li>Add Data set<\/li>\n<li>Add Match condition<\/li>\n<li>Setup new Match session<\/li>\n<\/ol>\n<h2><strong>1. Add Data set\u00a0<\/strong><\/h2>\n<p>Navigate to \u201cData Sets\u201d in the Data Layer.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-22211\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/06\/Data_set.png\" alt=\"Data Sets\" width=\"104\" height=\"169\" \/><\/p>\n<p>Right click &gt; New data.\u00a0 Add a data set with following settings:<\/p>\n<p>Name: Microsoft D365 Account &#8211; Email Address<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-22212\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/06\/Data_set_settings.png\" alt=\"Data set settings\" width=\"521\" height=\"574\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/06\/Data_set_settings.png 521w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/06\/Data_set_settings-272x300.png 272w\" sizes=\"(max-width: 521px) 100vw, 521px\" \/><\/p>\n<p>Note: The Email address as an Info column is optional.\u00a0 It will show as a match condition value in any event.<\/p>\n<h2>2.\u00a0 Add Match Condition<\/h2>\n<p>Navigate to &#8220;Match Conditions&#8221; in Matching Layer<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-22214\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/06\/match_conditions.png\" alt=\"Match Conditions\" width=\"102\" height=\"166\" \/><\/p>\n<p>Right click &gt; New Match Condition.\u00a0 Add a new Match Condition as a Single Data Source using the newly setup data set.<\/p>\n<p>Name: Microsoft D365 Account &#8211; Email Address<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-22215\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/06\/match_conditions_settings.png\" alt=\"Match conditions settings\" width=\"513\" height=\"424\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/06\/match_conditions_settings.png 513w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/06\/match_conditions_settings-300x248.png 300w\" sizes=\"(max-width: 513px) 100vw, 513px\" \/><\/p>\n<p>Link the Match Set to \u201cMicrosoft CRM Account Name Match\u201d when prompted.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-22217\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/06\/link_match_condition.png\" alt=\"Link Match condition\" width=\"434\" height=\"461\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/06\/link_match_condition.png 434w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/06\/link_match_condition-282x300.png 282w\" sizes=\"(max-width: 434px) 100vw, 434px\" \/><\/p>\n<h2>3.\u00a0 Setup a new Match Session<\/h2>\n<p>Navigate to \u201cMatch Sessions\u201d in Process Layer.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-22219\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/06\/match_sessions.png\" alt=\"Match sessions\" width=\"105\" height=\"106\" \/><\/p>\n<p>Right click &gt; New Session.\u00a0 Create a new match session making use of the new condition.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-22220\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/06\/match_session_settings.png\" alt=\"Match Session Settings\" width=\"711\" height=\"566\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/06\/match_session_settings.png 711w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/06\/match_session_settings-300x239.png 300w\" sizes=\"(max-width: 711px) 100vw, 711px\" \/><\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-22221\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/06\/match_method.png\" alt=\"Match method\" width=\"689\" height=\"292\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/06\/match_method.png 689w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/06\/match_method-300x127.png 300w\" sizes=\"(max-width: 689px) 100vw, 689px\" \/><\/p>\n<h2>Example Results<\/h2>\n<p><img loading=\"lazy\" class=\"alignnone size-large wp-image-22223\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/06\/match_results-1024x847.png\" alt=\"Match results\" width=\"1000\" height=\"827\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/06\/match_results-1024x847.png 1024w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/06\/match_results-300x248.png 300w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/06\/match_results-768x635.png 768w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2018\/06\/match_results.png 1065w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/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>\u00a0Related 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=\"https:\/\/www.paribuscloud.com\/help\/custom-fields-adding-match-condition\/\">Custom Field &#8211; Setting up a Match condition\u00a0<\/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-discovery\/faqs\/\">Paribus 365 Data Cleansing FAQs<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/troubleshooting\/\">Paribus 365 Data Cleansing Troubleshooting<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/how-to-guides\/\">Paribus 365 Data Cleansing How-To Guides<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/technical-articles\/\">Paribus 365 Data Cleansing Technical Articles<\/a><\/li>\n<li><a href=\"\/help\/paribus-discovery\/documents\/\">Paribus 365 Data Cleansing Document Library<\/a><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\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-22209\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/adding-a-match-condition-for-account-emails\/?share=twitter\" target=\"_blank\" title=\"Click to share on Twitter\"><span>Twitter<\/span><\/a><\/li><li class=\"share-linkedin\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"sharing-linkedin-22209\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/adding-a-match-condition-for-account-emails\/?share=linkedin\" target=\"_blank\" title=\"Click to share on LinkedIn\"><span>LinkedIn<\/span><\/a><\/li><li class=\"share-print\"><a rel=\"nofollow noopener noreferrer\" data-shared=\"\" class=\"share-print sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/adding-a-match-condition-for-account-emails\/\" target=\"_blank\" title=\"Click to print\"><span>Print<\/span><\/a><\/li><li class=\"share-end\"><\/li><\/ul><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>Summary: This articles takes you through the steps required to set up a match condition for Account emails.This is only for Paribus 365&#x2122; Data Cleansing with Dynamics 365 CRM Online when using the Paribus 365&#x2122; Data Extractor. Article Type: How-To Guide, Technical Article Related Product(s): This article relates to the following products: Paribus 365&#x2122; Data &hellip; <a href=\"https:\/\/www.paribuscloud.com\/help\/adding-a-match-condition-for-account-emails\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">Adding a Match condition for Account emails<\/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-22209\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/adding-a-match-condition-for-account-emails\/?share=twitter\" target=\"_blank\" title=\"Click to share on Twitter\"><span>Twitter<\/span><\/a><\/li><li class=\"share-linkedin\"><a 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