Edit a Microsoft Dynamics 365 Source

Microsoft Dynamics 365 sources are created in your Coveo Cloud organization and managed by Coveo for Microsoft Dynamics 365 (see What Is Coveo for Microsoft Dynamics 365? and Installing Coveo for Microsoft Dynamics 365). A Microsoft Dynamics 365 source supports the Microsoft Dynamics 365 security scheme so that in the search results, users can only see the items they have access to in Microsoft Dynamics 365 (see Coveo, Dynamics, and Security).

When you have the required privileges, in the Coveo Cloud administration console, you can view the Microsoft Dynamics 365 source edition panel where you can modify the mappings (see Administration Console).