web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

What should I do after downloading the Custom match template?

(0) ShareShare
ReportReport
Posted on by Microsoft Employee

What should I do after downloading the Custom match template?

I have the same question (0)
  • Suggested answer
    Nimrod Magen Profile Picture
    Microsoft Employee on at

    Custom match allows you to define specific types of records that will be matched or never be matched.

    After downloading the template on the Match screen, please fill it and upload it to the system as you would upload any of the data sources using the data sources page. Once you completed this step, please go back to the Custom match panel on the Match page and complete the configuration (next steps will show up on the panel).

    Thank you!

    The Customer Insights team

  • LuHao Profile Picture
    40,892 on at

    Thanks.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 209 Super User 2026 Season 1

#2
CU11031447-0 Profile Picture

CU11031447-0 100

#3
NeerajPawar Profile Picture

NeerajPawar 71

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans