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Microsoft Dynamics CRM Connector

CES 7.0.7338+ (January 2015)

This Coveo connector for Microsoft Dynamics CRM systems allows users to search Microsoft Dynamics CRM entities. Microsoft Dynamics CRM is a system that provides a set of customer relationship management (CRM) functions.

Notes:

  • The document in this section describes the second generation Dynamics connector.

  • CES 7.0.7599+ (April 2015) The connector supports the 2013 and 2015 versions of Microsoft Dynamics CRM On-Premises, and Microsoft Dynamics CRM Online.

  • For users of the Microsoft Dynamics CRM legacy connector, it is recommended to upgrade to this version. Contact Coveo Support if you need assistance.

The content of this section is also available in PDF format for download:
Microsoft Dynamics CRM Connector Guide

The features of the Microsoft Dynamics CRM connector are:

Content Indexing

Retrieval and indexing of the following Dynamics object types:

  • All available Microsoft Dynamics CRM system entities and custom ones

  • Notes and files attached to records of the indexed entity types

  • CES 7.0.7711+ (June 2015) KB Articles (body, comments, attachments)

Fully Supported Security Model CES 7.0.7599+ (April 2015)

The connector fully supports the Microsoft Dynamics CRM security model (role-based and object-based permissions). This means that, in the Coveo search interface, a user searching Microsoft Dynamics CRM content only sees the content to which he has access in the Microsoft Dynamics CRM system.

The security features supported are:

  • Users

  • Security Roles (privileges)

  • Business Unit

  • Teams

  • Hierarchical permissions

  • Sharing

Pause/Resume

When indexing Microsoft Dynamics CRM systems, the connector can be paused and resumed.

Incremental Refresh

Periodically queries Microsoft Dynamics CRM systems for the latest items modifications (addition, edition, deletion), keeping the index content up-to-date.

Notes:

Limitations

  • Fields security profiles are not yet supported.

  • CES 7.0.7599– (April 2015) The connector does not support Dynamics CRM security model (role-based and object-based permissions).

    Important: In the Coveo search interface, a user searching Dynamics CRM 2013 On-Premises and Online content could see content to which he has normally no access in the Dynamics CRM system. Thus, it is highly recommended to only index Dynamics system(s) with public content.

Feature History

CES version Monthly release Features
7.0.7711 June 2015 Incremental refresh supports out-of-the-box attachment modifications (addition, edition)
7.0.7599 April 2015
  • Support of Dynamics CRM 2015 On-Premises

  • Full support of security model

  • Support entity relationships

7.0.7433 February 2015 Incremental refresh supports deleted items
7.0.7338 January 2015

Connector introduction

What's Next?

Review the deployment process (see Microsoft Dynamics CRM Connector Deployment Overview).