Coveo for Microsoft Dynamics 365 Main Features

If you are just getting started with Coveo for Microsoft Dynamics 365, you might want to know more about what Coveo has to offer. This page is an overview of the most important features of Coveo for Microsoft Dynamics 365, and how they will improve and personalize your search experience.

When deployed within your Microsoft Dynamics 365 instance, Coveo for Microsoft Dynamics 365 offers three means to search and find content. Whether you use the main search page, the Insight panel, or the side panel to query Coveo, you can access all content indexed by Coveo for Microsoft Dynamics 365, i.e., your Microsoft Dynamics 365 data, as well as any other enterprise content, if you indexed any.

Coveo replaces the search engine that Microsoft Dynamics 365 uses by default. As a result, when Microsoft Dynamics 365 users type keywords in the search box at the top of their instance window, their query is processed by Coveo, and the Coveo search results are displayed. You can then use Coveo facets to further refine your search (see Understanding Facets).

Moreover, you can embed Coveo in Dynamics entity forms for increased user proficiency. Users can search your content without leaving the entity page they are viewing, which allows them to get additional information while reading a page or creating a new entity. You can also implement dynamic, proactive item suggestions based on the content of the entity page, so that search results relevant to the entity are automatically displayed, without requiring any input from the user (see Understanding Entity Context and Getting Started With Insight Panels). In addition, the Insight panel offers interaction options allowing you to enrich your Microsoft Dynamics 365 content. For instance, you can save search results in the entity page you are viewing for future reference.

Support case with Insight panel embedded on the right

Similarly, the Coveo side panel allows Microsoft Dynamics 365 users to make a query in any Dynamics page without being redirected to a different page to view the results. When they click Coveo Search, a compact search panel appears in the page, providing a search box and search results next to the Dynamics content.

For further information on how Coveo for Microsoft Dynamics 365 can improve your search experience in Microsoft Dynamics 365, see Searching With Coveo in Dynamics.

Configuration Interface within Microsoft Dynamics 365

You can configure the essential features of Coveo for Microsoft Dynamics 365 without leaving your Microsoft Dynamics 365 instance, as the Coveo for Microsoft Dynamics 365 configuration interface is accessible within Dynamics as soon as the solution is deployed (see About the Configuration Interface).

Coveo for Microsoft Dynamics 365 administration interface Sources page

Should you need more advanced configuration options, you can open the Coveo Cloud administration console in a separate window (see Coveo Cloud Organization and Administration Console).

Coveo Cloud Organization

When you install Coveo for Microsoft Dynamics 365 in your Microsoft Dynamics 365 instance, you create a Coveo Cloud organization in which your data is unified (see Coveo Cloud V2 and Coveo Cloud V2 Administration Console). In Coveo for Microsoft Dynamics 365, the Coveo Cloud administration console acts as an extension of the configuration interface you see in Dynamics. It is not required to access it to manage the indexing of your Dynamics content, but if you want to improve the user search experience or make other types of content searchable, you must do so via the Coveo Cloud administration console (see User Experience Improvement and Customization, Add a New Source, and Administration Console).

Coveo Cloud administration console

User Experience Improvement and Customization

Coveo offers two services to improve your search results relevance and tailor the search experience to the users’ needs.

Coveo Machine Learning (Coveo ML) is an artificial intelligence powered service that learns from your search page users’ behavior to improve the quality of their search. It can boost more popular items, or understand the relationship between two different search terms and use this information to automatically deliver relevant information to users (see Coveo Machine Learning). Since Coveo ML is ahead of the search page users, it can promote the most relevant search results and suggest queries that are susceptible to interest the users. Machine Learning therefore automatically does the search optimization work for you.

Coveo Usage Analytics allow you to see the traffic from your Coveo search pages on your Microsoft Dynamics 365 content. With this data, you can know which search terms are more popular, where there are content gaps, and how visitors navigate. With this information available, you can determine what your search page users are looking for and, consequently, improve the findability of the most relevant content (see Coveo Usage Analytics). Thanks to these analytics, Coveo Machine Learning understands what users are looking for and improves search result ranking accordingly.

Usage analytics Activity Summary report

Coveo JavaScript Search Framework

A Coveo search page is rendered using the Coveo JavaScript Search Framework, which is a fully customizable, open-source client side search UI developed and maintained by Coveo on GitHub (see Coveo Search UI).

The Coveo JavaScript Search Framework provides Coveo components, which can be used to customize your search page or search panel (see Components). These components are available out of the box in Coveo for Microsoft Dynamics 365, although not all are added by default to your search pages.

In addition to the generic search page components, Coveo for Microsoft Dynamics 365 includes Dynamics-specific JavaScript Search Framework templates and components to improve the search experience of Microsoft Dynamics 365 users (see Classic and Insight Panel Search Pages and Search Page Components). For instance, search results presented in narrow panels are formatted in a more condensed way for optimal presentation in the available space (see Searching With Coveo in Dynamics and Classic and Insight Panel Search Pages). When you hover over these search results, action components appear, allowing you to interact with them within Microsoft Dynamics 365 (see Result Action Menu).

Security

Search results in Coveo for Microsoft Dynamics 365 reflect the original content access permissions. For instance, if a group of Microsoft Dynamics 365 users is not allowed to see a certain entity type, entities of this type will not appear in these users’ search results.

For further information on content security and permissions, see Coveo, Microsoft Dynamics 365, and Security and Coveo Cloud V2 Management of Security Identities and Item Permissions.

What’s Next?

Install Coveo for Microsoft Dynamics 365 in your Microsoft Dynamics 365 instance (see Installing Coveo for Microsoft Dynamics 365).