Infinite Loop at Authentication Step

This known issue affects all Coveo for Microsoft Dynamics 365 versions (see Coveo for Microsoft Dynamics 365 Release Notes).

Symptoms

After installing Coveo for Microsoft Dynamics 365, when you open the configuration interface, you must link your Dynamics instance to a Coveo Cloud organization (see Step 3 - Link to a Coveo Cloud Organization). However, once you have selected the desired organization, you are redirected to the Connect to Coveo Cloud page again.

Cause

This issue is due to SDK message processing steps being disabled.

Resolution

Enable SDK message processing steps. This makes it possible to create the Coveo Configuration record and thus to connect to Coveo Cloud successfully.

  1. Navigate to Settings > Customizations > Customizations.
  2. In the Customization page, click Customize the System.
  3. In the window that opens, in the menu on the left-hand side, click Sdk Messages Processing Steps.
  4. Select all messages with a Name that contains Coveo:
    1. In the Name column header, click the menu arrow, and then select Custom Filter.
    2. In the Custom Filters dialog, select the Contains operator.
    3. In the box next to this operator, enter Coveo.
    4. Click OK.
    5. Back in the message list, select all messages.
  5. In the action bar, click Activate.
  6. Try connecting to Coveo Cloud again (see Step 3 - Link to a Coveo Cloud Organization).