Smart Entity Lookups

PARIBUS 365™ SMART ENTITY LOOKUPS...

With Fuzzy Matching and Searching capabilities

Ensures Dynamics 365 users have a safer tool allowing them to always establish the correct entity Lookup

Dynamics 365 Smart Entity Lookups


EXPLORE THE POWER OF PARIBUS 365™
SMART ENTITY LOOKUPS FOR MICROSOFT DYNAMICS 365

Despite being a core feature of Microsoft Dynamics 365, entity Lookups do not contain any degree of fuzzy matching/searching.

In fact, in cases where entities are not found, Dynamics 365 Lookups will promote the creation of a new entity, which is likely to be a duplicate.


SEE OTHER PARIBUS 365™ FEATURE WALKTHROUGHS

Paribus 365™ Smart Entity Lookups

Replace CRM lookups with Paribus 365™ Smart Entity Lookups, an enhanced replacement tool with all the power of the Paribus 365™ fuzzy match engine, ensuring Dynamics 365 users a safer way to always establish the correct entity Lookup.

Let us walk through the Paribus 365™ Smart Entity Lookup  features:

Paribus 365™ Smart Entity Lookups
1

Paribus 365™ entity lookup support is provided upon the “Paribus Entity Lookup” tab within the entity detail form (for example, Opportunity).


Smart Entity Lookups for Microsoft Dynamics 365

1

In one single transaction, enter the details of the entity you wish to look up (e.g. Account and Contact for new Opportunity) and perform a Paribus 365™ search.

2

A list of possible matches are then provided as Paribus 365™ match results.


Dynamics 365 Smart Entity Lookups with Paribus 365™

1

Selecting the Paribus 365™ match results will display those business entities for review/selection.

2

The ‘Associate’ option provided for each of the Paribus 365™ match results will select that entity and place a reference to it within the related CRM lookup.


Paribus 365™ Smart Entity Lookups for Dynamics 365

1

Upon selecting an entity within the Paribus 365™ match results and performing ‘Associate’, this will set the entity association into the CRM lookup.

2

In addition to a single association, Paribus 365™ can also automatically associate related entities in one single operation (e.g. set related Account association from the selected Contact).

Using Paribus 365™ Smart Entity Lookups

✓ KEEPS your Dynamics 365 users informed

✓ PROVIDES a Single Customer View (SCV)

✓ SAVES precious time

✓ Always ENSURES you never ADD a duplicate
(...because that would be bad!)

SEE HOW EFFECTIVE PARIBUS 365™ IS FOR YOUR CRM

Paribus 365™ is the proven DQ for Dynamics solution, your data quality guardian for Microsoft Dynamics 365,
providing users with the confidence the customer data they see in Dynamics 365 is:

✓ The single version of the truth

✓ With smart duplicate detection defining a Single Customer View (SCV)

✓ And proactive duplicate detection in safeguarding data quality

✓ Realize Your Customer Data 

Find It - Trust It - Engage It

START MY FREE TRIAL

RESOURCES

Smart Entity Lookups

Product Overview

Smart Entity Lookups

Product Tour

Smart Entity Lookups

FAQs