Add/Edit a Source - Panel
- Amazon S3 Source
- Box (Personal) Source
- Box Business V2 Source
- Box Business Legacy Source
- Confluence Cloud Source
- Confluence Legacy Source
- Confluence Self-Hosted Source
- Database Source
- Dropbox (Personal) Source
- Dropbox Business Source
- Exchange Enterprise Source
- Exchange Online (Personal) Source
- File System Source
- Generic REST API Source
- Gmail for Work Source
- Gmail (Personal) Source
- Google Drive (Personal) Source
- Google Drive for Work Source
- Jira Software Cloud Source
- Jira Software Self-Hosted Source
- Jive Cloud Source
- Jive Server Source
- Lithium Source
- Microsoft Dynamics Source
- OneDrive for Business Source
- Push Source
- RSS Source
- Salesforce Source
- SharePoint Online Source
- SharePoint Online Legacy Source
- SharePoint Server Source
- Sitecore Source
- Sitemap Source
- Twitter Source
- Web Source
- YouTube Source
- Zendesk Source
Edit a Microsoft Dynamics Source - Panel
Dynamics sources are created in your Coveo Cloud organization and managed by Coveo for Dynamics (see What Is Coveo for Dynamics? and Installing Coveo for Dynamics). A Dynamics source supports the Dynamics security scheme so that in the search results, users can only see the items they have access to in Dynamics (see Coveo, Dynamics, and Security).
Source Features Summary
|See Microsoft Dynamics CRM / Dynamics 365 Updates.|
|Searchable content types||
All available systems entities and custom ones, notes, and files attached to records of included entity types, and KB articles (body, comments, attachments).
Auditing must be enabled to retrieve deleted items. [more]
Edit a Microsoft Dynamics Source
If not already in the Edit a Dynamics Source panel, go to the panel (in the main menu, under Content, select Sources > Dynamics source row > Edit in the Action bar).
In the Configuration tab, no actions are available. You must manage your Dynamics source from the Coveo for Dynamics configuration interface (see About the Configuration Interface and Add/Edit a Microsoft Dynamics Source Panel).
Optionally, consider editing or adding mappings (see Edit the Mappings of a Source: [SourceName]).
You can only manage mapping rules once you build the source (see Add/Edit a Source - Panel).
Click Save and Rebuild when you want to save your source configuration.
Rebuilding is required to take into account changes made to the field mapping rules. If you do not rebuild, changes will only apply to new or modified items.
Review the default refresh schedule in which a source refresh starts every 15 minutes (see Edit a Source Schedule: [SourceName] - Panel).