Edit a Microsoft Dynamics Source

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).

When you have the required privileges, in the Coveo Cloud administration console, you can view the Dynamics source edition panel where you can modify the mappings (see Administration Console).