Coveo for Microsoft Dynamics 365: Release Notes

In December 2020, the Coveo for Microsoft Dynamics 365 integration will reach its end-of-life and will no longer be supported by Coveo. See Coveo for Microsoft Dynamics 365 End-of-Life for details.

This section presents the release notes corresponding to each Coveo for Microsoft Dynamics 365 update. You can also review the main features introduced in these releases (see Coveo for Microsoft Dynamics 365 New Features). To upgrade to a newer version, see Upgrading Coveo for Microsoft Dynamics 365.

Coveo for Microsoft Dynamics 365 was initially released in March 2017 (v1.0.411).

February 2019 Release (1.1.190201.2)

This release also includes the following versions:

New Features and Improvements

Issue Description Documentation
DYN-875 Use JavaScript Search Framework version 2.4710 JavaScript Search Framework October 2018 Release (v2.4710) Release Notes
DYN-896 Show a paused organization dialog in the configuration interface
DYN-913 Use Interface Editor version v1.7.7 Interface Editor November 2018 Release (v1.7.7) Release Notes

Bug Fixes

Issue Description
DYN-901 Improve information handling process when the package isn't configured in the new application module
DYN-929 Diagnose source option failure in UCI application
DYN-944 New Dynamics UI page background is gray

November 2018 Release (1.1.181114.5)

This release also includes the following versions:

New Features and Improvements

See also Coveo for Microsoft Dynamics 365 New Features.

Issue Description Documentation
DYN-87 Add field limit table to Diagnostic page Limits Table
DYN-89 Allow refreshing tests in Diagnostic page Diagnostic
DYN-686 Add a default search hub based on the search page
DYN-794 Add a mappings limit test Diagnosing Source Issues
DYN-810 Change the label of the side panel button Coveo Side Panel
DYN-824 Increment UI version to 0.6
DYN-836 Create two separate packages for 8.2 and 9.0 Downloads
DYN-853 Package a Coveo for Microsoft Dynamics 365 app module for the Unified Interface About the Configuration Interface
DYN-854 [Coveo Client] Improve handling of API limits of API keys
DYN-877 Add permissions needed for Portal in the default read-only role Coveo for Microsoft Dynamics 365 Portals

Bug Fixes

Issue Description
DYN-749 Change location of packages to prevent Chrome from flagging them as dangerous
DYN-797 Increase the default size of the new window when using the Full Search component with Internet Explorer 11
DYN-840 OrganizationUniqueName is changed when editing a source from another Dynamics Instance
DYN-852 "Online Help" and "Developers" links in "Additional Resources" redirect readers to the same page
DYN-907 Card result templates don't work in a new search page
DYN-915 Link to case doesn't work on the case creation page

September 2018 Release (1.1.180912.3)

This release also includes the following versions:

New Features and Improvements

See also Coveo for Microsoft Dynamics 365 New Features.

Issue Description Documentation
DYN-588 Make the Coveo open full search feature pass the context to the full search page Leveraging Entity Context in a Full Search Page
DYN-651 Add a default message to display in the Insight panel when no results are returned
DYN-663 Implement Email Result Action Email
DYN-693 Make result actions work with query string context Result Action Menu
DYN-694 Fetch the entity context in open full search Leveraging Entity Context in a Full Search Page
DYN-703 Show the current context when in full page Leveraging Entity Context in a Full Search Page
DYN-704 Make the Result Action buttons hover above the dividing line Result Action Menu
DYN-714 Show content security in Sources page Content Security
Sources
DYN-733 Add context to queries in full page Insight Panel Leveraging Entity Context in a Full Search Page
DYN-735 Implement Context Facet tooltip Leveraging Entity Context in a Full Search Page
DYN-743 Add a way to test a role for the required permissions Diagnosing Source Issues
DYN-762 Implement Additional Attributes option in Context Facet Leveraging Entity Context in a Full Search Page
DYN-763 Implement Context Facet component in Interface Editor Leveraging Entity Context in a Full Search Page
DYN-764 Implement Email component in Interface Editor Email
DYN-780 Add Context Facet to the default Insight Panel template Leveraging Entity Context in a Full Search Page
DYN-783 Remove hidden query from open full search, as the Context Facet now handles it Leveraging Entity Context in a Full Search Page
DYN-802 Deliver the search-ui extension through a CDN Updating the CDN Addresses of a Search Page
DYN-814 Use JavaScript Search Framework version 2.4609.6 JavaScript Search Framework August 2018 (v2.4609.6) Release Notes
DYN-815 Use the Interface Editor 1.6 Interface Editor August 2018 (v1.6) Release Notes
DYN-817 Disable Search Pages V1 page Creating a Search Page

Bug Fixes

Issue Description
DYN-706 Insight panel "Cancel last action" redirects user to previous page
DYN-711 Synchronize button is misaligned when creating a new Coveo Query for FetchXML
DYN-727 Error stating that the web resource is referenced by other component when the resource no longer exists
DYN-729 Contextual filters aren't working in CoveoExtensionRefinedQuery
DYN-747

Interface editor doesn't load after a Previous/Next in Google Chrome for Mac

Fixing this issue revealed a Dynamics context issue with the Previous and Next features in search pages (see Interface Editor Glitches in Chrome for Mac).

DYN-748 Failure when publishing two pages one after the other
DYN-753 Behavior difference between Microsoft's and Coveo's Link to Case
DYN-767 Paging issues in the Search Pages page
DYN-769 Insight context component doesn't support strings
DYN-779 Context Facet not resized properly
DYN-782 Request too long when saving a long fetch XML query
DYN-785 Default Case result template includes the Link to Case result action
DYN-788 Result Action Component isn't at the right place in Internet Explorer 11
DYN-791 No feedback when editing only the auth user of a credentials source without changing the password
DYN-803 Confluence result template layout components are misplaced
DYN-809 New search pages should have the "Enable for mobile" option set to true
DYN-821 Configuration section in the navigation menu shouldn't collapse when Administration Console is clicked

June 2018 Minor Release (1.1.180614.21)

The initial June 2018 release was 1.1.180614.17. However, due to the issues listed below, it had to be hotfixed. The official June 2018 release is 1.1.180614.21.

This release includes the following versions:

Bug Fixes

The following table summarizes the bug fixes introduced in the Coveo for Microsoft Dynamics 365 June 2018 minor release (1.1.180614.21).

Issue Description
DYN-754 Can't save search page V2
DYN-756 Can't install on 8.2 instances
DYN-757 Can't scroll down in relationship properties modal

June 2018 Release (1.1.180614.17)

This release also includes the following versions:

New Features and Improvements

See also Coveo for Microsoft Dynamics 365 New Features.

Issue Description Documentation
DYN-150 Add the license type in the License page License
DYN-332 Add the name of the edited interface in the Interface Editor
DYN-467 Search Pages V2 - Side panel interface Coveo Side Panel
DYN-468 Hide side panel button when not required
DYN-557 Search Pages V2 Frame
DYN-558 Search Pages V2 - Interface Editor
DYN-559 Search Pages V2 - List the pages in the configuration tool
DYN-561 Search Pages V2 - Feature Flag
DYN-562 Search Pages V2 - Publishing Flow Managing Search Pages
DYN-569 Rework Insight interface - Header Coveo Insight Panel
DYN-580 Search Pages V2 - Interface Creator
DYN-582 Rework Insight interface - Result templates Coveo Insight Panel
DYN-584 Update documentation links to docs.coveo.com
DYN-586 When searching with the Insight panel, stop injecting the context in the search Coveo Insight Panel
DYN-595 Update UI components reference documentation for version 1.1.180418
DYN-598 Add/Edit Source panel - Show/Hide the Credentials section based on whether it's available Add or Edit a Microsoft Dynamics 365 Source Panel
DYN-602 CreateOrUpdateCoveoConfig workflow activation test on Diagnostic page Diagnostic
DYN-609 Search Pages V2 - Handle page types Classic and Insight Panel Search Pages
DYN-612 Make it possible to update the security setting of a source Add or Edit a Microsoft Dynamics 365 Source Panel
DYN-615 Add the CoveoOpenFullSearch component by default to Insight panels Coveo Insight Panel
DYN-625 Search Pages V2 - Small improvements story
DYN-631 Search Page V2: Add the name of the edited interface in the Interface Editor
DYN-636 ResultActionsMenu component editor nodes
DYN-644 Clicking Coveo Search again should close the side panel Coveo Side Panel
DYN-647 Search Page V2: Disable creation of new V1 search page when V2 is enabled Managing Search Pages
DYN-661 Search Page V2: Add tooltip to Default and Side Panel tags

Bug Fixes

Issue Description
DYN-594 Result Action Component - Incomplete action result box
DYN-614 Title and body mappings not created for FetchXML entities
DYN-616 Query string of the CoveoContextualQueryFilter component shouldn't be encoded
DYN-624 Failure when linking a knowledge base article to a new unsaved case
DYN-626 Unexpected interactions between built-in Attach to Case and Coveo Link to Case
DYN-637 Hide or disable diagnostic page “expansion arrow” if everything is fine for a test
DYN-640 Indexing Conditions - Add a space and the type beside field name
DYN-641 Unable to select a field to build a condition
DYN-645 Unable to resume from Dynamics
DYN-646 Rebuild status string typo
DYN-652 Invalid title mapping for cases using FetchXML
DYN-653 Increase width at which insight panel starts to grow
DYN-654 Show result actions on a read-only case
DYN-668 Link to case tooltip not centered and on three lines
DYN-669 YouTube result template has odd behavior in a small window
DYN-670 Quick create not loading the form and/or error message
DYN-679 Scroll bars are rendered over action results on Mac
DYN-683 Missing description string on disableOnUserQuery parameter

April 2018 Minor Release (1.1.180418.15)

The initial April 2018 release was 1.1.180418.7. However, due to the issues listed below, it had to be hotfixed. The official April 2018 release is 1.1.180418.15.

This release includes the following versions:

Bug Fixes

The following table summarizes the bug fixes introduced in the Coveo for Microsoft Dynamics 365 April 2018 minor release (1.1.180418.15).

Issue Description
DYN-635 First source created in a new organization fails
DYN-628 Source table is refreshed too many times
DYN-608 Default case console filters out too much content on a new case
DYN-597 Clicking outside of the Add Filter drop-down menu doesn't close it
DYN-596 When adding a Quick Create component, default data-entity-name value should be knowledgearticle

April 2018 Release (1.1.180418.7)

The initial April 2018 release was 1.1.180418.7. However, due to the issues listed below, it had to be hotfixed.

The official April 2018 release is 1.1.180418.15 (see Release Notes for April 2018: Minor Release 1.1.180418.15).

This release also includes the following versions:

New Features and Improvements

See also Coveo for Microsoft Dynamics 365 New Features.

Issue Description Documentation
DYN-327 Added flow for search page update Managing Search Pages
DYN-407 Made Dynamics document clickableuri contextual to App in which it's displayed
DYN-414 Ported Navigation components to React-Vapor
DYN-416 Investigated Link to Case component Link To Case Component
DYN-423 Edited strings
DYN-432 Implemented Coveo Query validation when saving
DYN-434 Implemented use of record ID in contextual queries
DYN-436 Implemented Quick Create component Quick Create Component
DYN-450 Implemented Link to Case component Link to Case Component
DYN-452 Implemented formatting of form values before injection in the search
DYN-453 Generated UI component reference documentation on docs.coveo.com
DYN-463 Made CoveoForDynamics-search-ui available via public npm
DYN-480 Added Link to Case component to the Result Action component Link to Case Component
DYN-481 Interface Editor support for the Link To Case component Link to Case Component
DYN-482 Added component icons

Link to Case Component

Quick Create Component

Full Search Component
DYN-490 Implemented inline help in the Interface Editor
DYN-504 Implemented Insight panel to full search page navigation Full Search Component
DYN-505 Implemented additional quick create component options Quick Create Component
DYN-509 Improved UI controls behavior with addOnChange
DYN-510 Implement option to add quickview in form values Full Search Component
DYN-511 Added missing result template node in Quick Create Quick Create Component
DYN-513 Added "shared" source configuration option Making Dynamics Content Available in a Portal
DYN-514 Improved FetchXML query edition box
DYN-526 Implemented Link To Case log to Usage Analytics
DYN-535 Automated application user creation
DYN-550 Implemented use of CrmLink component by default instead of CoveoResultLink
DYN-553 Implemented Quick Create log to Usage Analytics
DYN-554 Option set fields throws when used in Liquid filters
DYN-563 Added out-of-the-box Liquid Filters
DYN-571 Modified Result Action tooltip format

Bug Fixes

Issue Description
DYN-279 Box displayed when clicking on a condition hides the condition line
DYN-280 Can't edit a condition with no value after saving the Edit Entity panel
DYN-281 Value still displayed when transforming a condition with a value to Contains/Does Not Contains Data
DYN-364 Error due to status casing
DYN-366 Odd source row behavior
DYN-502 Query validation in the Interface Editor prevents saving some liquid filters
DYN-503 Case result templates are broken
DYN-531 Create New Application User form doesn't open in a new window with the embedded configuration interface menu

February 2018 Minor Release (1.1.155.19)

The initial February 2018 release was 1.1.155.15. However, due to the issues listed below, it had to be hotfixed. The official February 2018 release is 1.1.155.19.

This release includes the following versions:

Bug Fixes

The following table summarizes the bug fixes introduced in the Coveo for Microsoft Dynamics 365 February 2018 release (1.1.155.19).

Issue Description
DYN-491 Relation rows can't be expanded
DYN-489 “Results per page” doesn't work properly in the Search Pages panel

February 2018 Release (1.1.155.15)

The initial February 2018 release was 1.1.155.15. However, due to the issues listed below, it had to be hotfixed.

The official February 2018 release is 1.1.155.19 (see Release Notes for February 2018: Minor Release 1.1.155.19).

This release also includes the following versions:

New Features and Improvements

Starting with this release, Coveo supports Dynamics multi-select option fields (see MultiSelect Option Sets in Dynamics V9.0).

Issue Description Documentation
DYN-326 Added Interface Editor extensions

Search Page Components

DYN-339 Implemented Liquid syntax to interact with Forms Contextual Queries
DYN-342 Implemented Liquid syntax to interact with Forms Contextual Queries
DYN-343 [Insight Panel] Implemented Quick-settings section Search Page Components
DYN-345 [Insight Panel] Implemented facet section Filters Component
DYN-359 Implemented Query components Search Page Components
DYN-360 Implemented injection of case context in query pipeline Insight Context Component
DYN-361 Implemented templates specifically for Insight panels Classic and Insight Panel Search Pages
DYN-362 Migrated QuerySome component $Some Component
DYN-367 Implemented the Interface Creator Creating a Search Page
DYN-374 Added button to add Coveo as a side panel Searching With Coveo in Dynamics
DYN-378 Upgraded to Interface Editor 1.2 Interface Editor
DYN-404 Implemented the loading navigation when first retrieving the configuration
DYN-406 Added Configure Coveo button in Dynamics settings
DYN-411 Implemented color matching
DYN-427

Implemented double-click on search page row to open Interface Editor

Managing Search Pages

Bug Fixes

Issue Description
DYN-212 Display Initial build error status in Sources page
DYN-213 Inadequate troubleshooting message on Dynamics tool - Diagnostic page
DYN-320 String changes
DYN-328 Rebuild and Refresh source options shouldn't appear in the action submenu
DYN-353 Administration Console link should redirect to proper platform
DYN-372 Search token and search page retrieval improvements
DYN-373 [Security] Users with no read privilege on the Coveo configuration are unable to get a search token
DYN-381 Mod-dynamics CSS class should have a form-specific name
DYN-384 Delay after search page creation
DYN-388 Page cache should be resetted when changing the default page
DYN-389 First executed query is empty
DYN-391 Field name isn't replaced in the $Some Query component
DYN-392 Entity field of a Coveo Query entity should be mandatory in CRM form
DYN-397 Default page created during initial build contains all tabs
DYN-399 Templates injected in page should depend on page type
DYN-400 Remove Context button isn't working when viewed from the Interface Editor.
DYN-403 Indexing a multi-select field doesn't create its string counterpart
DYN-405 Side panel trigger throws error in the Unified Interface
DYN-413 Rework header in “mobile” view
DYN-419 Disable on non-contextual query should prevent contextual query component from injecting a query
DYN-420 Interface Editor should open after search page creation
DYN-425 Blank config prevents configuration from loading properly
DYN-431 More Tabs button misaligned
DYN-435 Card templates in list result list

November 2017 Release (1.1.31.7)

This release also includes the following versions:

New Features and Improvements

Issue Description Documentation
DYN-155 Investigated usage of notes to load Coveo-powered search pages
DYN-160 Leveraged Coveo Interface Editor Search Pages
DYN-240 Implemented CRM 9 Search Provider Functionality Search Pages
DYN-241 Added Help Links in Panel Headers
DYN-256 Implemented usage of CRM views to generate crawling configuration Creating/Editing a FetchXML Crawling Configuration
DYN-260 Upgraded the JavaScript Search Interface to version 2.0 JavaScript Search Framework
DYN-262 Rework search page organization to reduce the number of tabs Search Pages
DYN-278 Various UI improvements
DYN-283 Renamed "Manage Your License" plugin menu item Sources
DYN-286 Added the entity name in the Edit panel header Add or Edit a Microsoft Dynamics 365 Source Panel
DYN-292 Made error messages more visible in the condition panel
DYN-294 Default search page improvements Search Pages
DYN-300 Added viewing and duplicating search page feature Managing Search Pages
DYN-312 Implemented required application user auto-detection Creating an Application User
DYN-321

Implemented synchronization between Coveo Queries and CRM Saved Queries

Creating/Editing a FetchXML Crawling Configuration

Bug Fixes

Issue Description
DYN-218 Source Status doesn't update automatically
DYN-287 “Paused on error” source status missing
DYN-303 Source status capitalization issue
DYN-304 Modal overlap is misleading
DYN-313 Uneven source table row height

August 2017 Release (1.0.572.3)

This page summarizes the new features and fixed support cases introduced in the Coveo for Microsoft Dynamics 365 August 2017 release (1.0.572.3).

This release includes the JavaScript Search Framework 1.2537.24 (see July 2017 Minor Release (v1.2537.24)).

New Feature and Improvements

Issue Description Documentation
DYN-204 Improved UI behavior when selecting or deselecting an entity for the related fields Entities and Fields Indexed by Default
DYN-226 Added double-click feature to open the Edit panel Add or Edit a Microsoft Dynamics 365 Source Panel
DYN-227 Fixed confusing entity DisplayNames Entities and Fields Indexed by Default
DYN-239 Various UI improvements
DYN-242 Added condition definition feature Entity Conditions

Bug Fixes

Issue Description
DYN-195 Password feedback should be displayed only when editing a source
DYN-215 Incorrect source list layout in the Indexing Manager when using Edge
DYN-231 Display specific error message when source synchronization fails
DYN-248 “Delete” source option isn't displayed in the Indexing Manager
DYN-259 Coveo Platform authentication flow doesn't work in Edge

May 2017 Release (1.0.474.5)

This page summarizes the new features and bug fixes introduced in the Coveo for Microsoft Dynamics 365 May 2017 release (1.0.474.5).

This release also includes the JavaScript Search Framework 1.2126.6 (see February 2017 Maintenance Release (v1.2126.6).

New Features and Improvements

Issue Description Documentation

DYN-151

Reformatted the source configuration into a panel with tabs instead of an installation wizard Add or Edit a Microsoft Dynamics 365 Source Panel
DYN-154 Renamed Cloud Platform Admin to Administration Console according to official terminology
DYN-158 No need to re-enter the password for the crawling credentials when editing an existing source Add or Edit a Microsoft Dynamics 365 Source Panel
DYN-159 Fixed the wrong relation name bug causing an invalid schema
DYN-161 Indexing Manager is now the default landing when opening the Configuration tool About the Configuration Interface
DYN-163 Interface pre-selects the first entity and shows its fields when opening the Entity tab in the source configuration Add or Edit a Microsoft Dynamics 365 Source Panel
DYN-165 Changed the color scheme of the configuration tool to set it apart from Coveo Cloud and blend in Dynamics
DYN-170 Performance improvements

Bug Fixes

Issue Description
DYN-107 Minor UI fixes
DYN-143 New sources appear in the Indexing Manager immediately upon creation
DYN-173 Fixed the check box bug preventing users to select/unselect attributes on IE11 and Safari
DYN-178 When creating or editing a source, the text for the Create/Save button changes accordingly
DYN-179 Provide clear feedback to user when source creation fails
DYN-183

Default mappings are no longer overwritten upon source creation

DYN-200 Mappings added from the Cloud Administration Console are no longer deleted when subsequently editing the source in the Indexing Manager
DYN-210 Fields with more than one underscore in the name are now correctly escaped
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