Microsoft Dynamics CRM Connector Deployment Overview

The following procedure outlines the steps needed to deploy the second generation Microsoft Dynamics CRM connector. The steps indicate the order in which you must perform configuration tasks on both the CES and Microsoft Dynamics CRM systems.

1. Validate that your environment meets the requirements (see Microsoft Dynamics CRM Connector Requirements).

2. In the Microsoft Dynamics CRM system:

   1. Select or create the crawling account.

      The CES connector needs a Microsoft Dynamics CRM account with which it can crawl the Microsoft Dynamics CRM content (see Setting Up a Microsoft Dynamics CRM Full Read Account).

   2. (Optionally) Enable the auditing on all entities you want to index

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

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

3. Generate a field set, a mapping file, and an ObjectsToGet file with the Microsoft Dynamics CRM Connector Configuration Generator Tool (see Using the Microsoft Dynamics CRM Connector Configuration Generator Tool).

4. In Coveo Administration Tool:

   1. Configure the user identity

      The connector needs to know the selected Microsoft Dynamics CRM account that you previously selected or created. Create a user identity (see Adding a User Identity).

   2. CES 7.0.7599+ (April 2015) Configuring a security provider

      When you want to index permissions, you must configure a security provider (see Configuring a Microsoft Dynamics CRM Security Provider).

   3. Create a Microsoft Dynamics CRM field set

      Import the field set you generated previously with the Microsoft Dynamics CRM Connector Configuration Generator Tool to be able to easily add Microsoft Dynamics CRM specific facets to your Coveo search interfaces (see Using the Microsoft Dynamics CRM Connector Configuration Generator Tool and Exporting and Importing a Field Set) .

      Note: By default, fields are not enabled as facets. You have to modify the field set after imported it (see Adding a Facet Field) .

   4. Configure and index the Microsoft Dynamics CRM source

      The Coveo connector needs to know details about the Microsoft Dynamics CRM system to be able to index its content (see Configuring and Indexing a Microsoft Dynamics CRM Source).

   5. (Optional) Modify hidden source parameters

      Once your Microsoft Dynamics CRM source is up and running, if you encounter time out or performance issues, consider modifying some hidden source parameters to try resolving the issues (see Modifying Hidden Microsoft Dynamics CRM Source Parameters).