{"id":23663,"date":"2025-01-01T13:01:31","date_gmt":"2025-01-01T13:01:31","guid":{"rendered":"https:\/\/www.paribuscloud.com\/help\/?p=23663"},"modified":"2025-06-04T10:09:57","modified_gmt":"2025-06-04T10:09:57","slug":"how-to-enable-paribus-365-merge-feature","status":"publish","type":"post","link":"https:\/\/www.paribuscloud.com\/help\/how-to-enable-paribus-365-merge-feature\/","title":{"rendered":"How to enable Paribus 365&#x2122; Merge feature"},"content":{"rendered":"<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\">In this example, we will show you how to enable Paribus 365&#x2122;&nbsp; by adding an Action on duplicate result records of the same entity type.<\/td>\n<\/tr>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td valign=\"top\"><b>Article Type:<\/b><\/td>\n<td valign=\"top\">FAQ\/How-To Guide\/Technical Article\/<\/td>\n<\/tr>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td valign=\"top\"><b>Related Product(s):<\/b><\/td>\n<td valign=\"top\">This article relates to the following products:<\/p>\n<ul>\n<li>Paribus 365&#x2122;<\/li>\n<li>Microsoft Dynamics 365 CRM<\/li>\n<\/ul>\n<\/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\"><\/td>\n<td style=\"border-bottom-color: currentColor; border-bottom-width: 1px; border-bottom-style: solid;\" valign=\"top\"><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Adding a Custom Action to enable Merge from result grid item<\/h2>\n<h4>Task:<\/h4>\n<p>We are going to add a new Action onto a standard search rule, such as &#8220;Account (edit mode)&#8221;, which will allow us to enable the ability to Merge any identified duplicated records with it&#8217;s primary counterpart.<\/p>\n<h4>Prerequisites:<\/h4>\n<ul>\n<li>A Dynamics 365 CRM environment with an installation of Paribus 365&#x2122;. If you don&#8217;t have Paribus 365&#x2122;&nbsp; Search and Detect yet, please request a free trial <a href=\"https:\/\/www.paribuscloud.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">here<\/a>.<\/li>\n<li>A basic understanding of Dynamics 365 CRM web resource customization<\/li>\n<li>Appropriate Dynamics security role privileges to access Customizations<\/li>\n<li>The latest <a href=\"https:\/\/www.paribuscloud.com\/help\/paribus-interactive-solution-manager\/\" target=\"_blank\" rel=\"noopener noreferrer\">Paribus 365 Solution Manager<\/a> client application<\/li>\n<\/ul>\n<h4>Steps:<\/h4>\n<ol>\n<li>Sign in to the Paribus 365&#x2122; Solution Manager and locate the &#8220;<strong>Account (edit mode)<\/strong>&#8221; search rule (shown) in the CRM Online Search Rules. Double-click this (or click on the Edit button) to open this Rule for editing.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-23667\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2023\/08\/pb365-enable-merge-1.png\" alt=\"\" width=\"1757\" height=\"1132\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2023\/08\/pb365-enable-merge-1.png 1757w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2023\/08\/pb365-enable-merge-1-300x193.png 300w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2023\/08\/pb365-enable-merge-1-1024x660.png 1024w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2023\/08\/pb365-enable-merge-1-768x495.png 768w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2023\/08\/pb365-enable-merge-1-1536x990.png 1536w\" sizes=\"(max-width: 1757px) 100vw, 1757px\" \/><\/p>\n<ol start=\"2\">\n<li>Click <strong>Paribus 365&#x2122; Search Operators<\/strong> tab and double-click on <strong>Duplicate Detection for Accounts<\/strong><\/li>\n<li>Click <strong>Paribus 365&#x2122; \/CRM Entities<\/strong> tab and double-click on <strong>CRM Account<\/strong><\/li>\n<li>With the <strong>Paribus 365&#x2122; Result Actions<\/strong> tab selected click on the <strong>Add&#8230;<\/strong> button<\/li>\n<li>Configure a <b>Merge (Single) <\/b>Entity Action as shown below.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" class=\"wp-image-23670 aligncenter\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2023\/08\/pb365-enable-merge-2.png\" alt=\"\" width=\"384\" height=\"406\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2023\/08\/pb365-enable-merge-2.png 935w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2023\/08\/pb365-enable-merge-2-284x300.png 284w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2023\/08\/pb365-enable-merge-2-768x812.png 768w\" sizes=\"(max-width: 384px) 100vw, 384px\" \/><\/p>\n<ol start=\"6\">\n<li>Click to OK each popup screen (x4 of them) until you get back to the main Search Engine rules list.<\/li>\n<li>Now <strong>repeat Steps 1 to 6<\/strong> for the &#8220;<strong>Contact (edit mode)<\/strong>&#8221; and<br \/>\n&#8220;<strong>Lead (edit mode)<\/strong>&#8221; search rules, to add Merge action buttons for duplicates found within Contacts and Lead entities respectively.<\/li>\n<li>Finally, once you&#8217;ve finished adding Merge actions to the entity edit screens,&nbsp;remember to click <strong>Commit<\/strong> to publish the changes (as shown below).<\/li>\n<\/ol>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-23683\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2023\/08\/pb365-enable-merge-3.5.png\" alt=\"\" width=\"1757\" height=\"1132\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2023\/08\/pb365-enable-merge-3.5.png 1757w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2023\/08\/pb365-enable-merge-3.5-300x193.png 300w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2023\/08\/pb365-enable-merge-3.5-1024x660.png 1024w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2023\/08\/pb365-enable-merge-3.5-768x495.png 768w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2023\/08\/pb365-enable-merge-3.5-1536x990.png 1536w\" sizes=\"(max-width: 1757px) 100vw, 1757px\" \/><\/p>\n<h4>Confirmation<\/h4>\n<p>To confirm the Merge functionality has now been successfully applied&#8230;<\/p>\n<ol>\n<li>Navigate to a record in Dynamics where Paribus 365&#x2122; has identified possible duplicate records and click <strong>Manage Duplicates<\/strong>.<\/li>\n<li>After clicking the <strong>Search<\/strong> button, you should see an update on the counts of &#8220;possible duplicate Account\/Contact\/Lead&#8221; records.<br \/>\nClick on one of them to display a list of potential duplicates (as shown below).<\/li>\n<li>You should now see a new <strong>Merge<\/strong> action button, giving you the ability to merge each potential duplicate record into the primary record that you first visited<br \/>\n(or you can also change the merge direction, if necessary)<\/li>\n<\/ol>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-23675\" src=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2023\/08\/pb365-enable-merge-4.png\" alt=\"\" width=\"1412\" height=\"517\" srcset=\"https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2023\/08\/pb365-enable-merge-4.png 1412w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2023\/08\/pb365-enable-merge-4-300x110.png 300w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2023\/08\/pb365-enable-merge-4-1024x375.png 1024w, https:\/\/www.paribuscloud.com\/help\/wp-content\/uploads\/2023\/08\/pb365-enable-merge-4-768x281.png 768w\" sizes=\"(max-width: 1412px) 100vw, 1412px\" \/><\/p>\n<p>Congratulations, you have just enabled Merge functionality within Paribus 365&#x2122;.<\/p>\n<p>Why stop there? Did you know you can also create custom action buttons?<br \/>\nFor example, you could create an action button that performs a specific JavaScript function\/snippet for a given potential duplicate record every time it was clicked?<br \/>\n<a href=\"https:\/\/www.paribuscloud.com\/help\/how-to-add-a-custom-action-on-the-paribus-interactive-standard-person-search-profile\/\">Click here<\/a> to learn more.<\/p>\n<table style=\"border-bottom: none;\" summary=\"Article Summary\">\n<tbody>\n<tr class=\"qgkb-articleheader-table-summary\">\n<td style=\"vertical-align: top; width: 25%; border-top: 3px solid currentColor;\"><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; width: 75%; border-top: 1px solid currentColor;\">\n<ul>\n<li><a href=\"https:\/\/www.paribuscloud.com\/help\/\">Paribus 365 Center<\/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<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-23663\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/how-to-enable-paribus-365-merge-feature\/?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-23663\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/how-to-enable-paribus-365-merge-feature\/?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\/how-to-enable-paribus-365-merge-feature\/\" 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: In this example, we will show you how to enable Paribus 365&#x2122;&nbsp; by adding an Action on duplicate result records of the same entity type. Article Type: FAQ\/How-To Guide\/Technical Article\/ Related Product(s): This article relates to the following products: Paribus 365&#x2122; Microsoft Dynamics 365 CRM Adding a Custom Action to enable Merge from result &hellip; <a href=\"https:\/\/www.paribuscloud.com\/help\/how-to-enable-paribus-365-merge-feature\/\" class=\"more-link\">Continue reading <span class=\"screen-reader-text\">How to enable Paribus 365&#x2122; Merge feature<\/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-23663\" class=\"share-twitter sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/how-to-enable-paribus-365-merge-feature\/?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-23663\" class=\"share-linkedin sd-button share-icon\" href=\"https:\/\/www.paribuscloud.com\/help\/how-to-enable-paribus-365-merge-feature\/?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\/how-to-enable-paribus-365-merge-feature\/\" target=\"_blank\" title=\"Click to print\"><span>Print<\/span><\/a><\/li><li class=\"share-end\"><\/li><\/ul><\/div><\/div><\/div>","protected":false},"author":17,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"spay_email":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false},"categories":[163,1956,16,23],"tags":[],"jetpack_featured_media_url":"","jetpack_publicize_connections":[],"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 article shows how you enable the Paribus 365 Merge feature with step-by-step instructions.\" \/>\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\/how-to-enable-paribus-365-merge-feature\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to enable Paribus 365&#x2122; 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