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).

Source Features Summary

Features Supported Additional information
Dynamics version

8.0 +

 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).

Content update Refresh

Auditing must be enabled to retrieve deleted items. [more]
Rescan
Rebuild
Permission types Secured
Private
Shared

Edit a Microsoft Dynamics Source

  1. 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).

  2. Optionally, consider editing or adding mappings (see Manage Source Mappings).

    You can only manage mapping rules once you build the source (see Add or Edit a Source).

  3. 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.

What’s Next?

Review the default refresh schedule in which a source refresh starts every 15 minutes (see Edit a Source Schedule).