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.

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:

• Auditing must be enabled for indexed entities for the connector to be able to retrieve deleted items (see Enabling Auditing of Your Microsoft Dynamics CRM Entities).

• CES 7.0.7433+ (February 2015) The incremental refresh supports deleted items.

• CES 7.0.7711+ (June 2015) The incremental refresh supports out-of-the-box attachments modifications (addition, edition).

• Some events in Microsoft Dynamics CRM require a source refresh or a security cache update to be retrieved by the connector and applied to the source (see Microsoft Dynamics CRM Events Update Requirements).

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.

What's Next?

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