Coveo for Dynamics 365 Portals

Coveo for Dynamics helps you make your valuable content more easily accessible to your employees using Dynamics. However, it is possible that this information could also be useful to people who do not have access to your Dynamics instance, such as your customers and partners. So, to make your content available to your enterprise community, you can deploy Coveo for Dynamics in your Microsoft portal (see Deliver web engagement experience with portal capabilities for Dynamics 365 for Customer Engagement). By doing so, you allow your portal users to use Coveo for Dynamics to search your content as well as to receive proactive content suggestions relevant to the issues they may have encountered (see Deflecting Support Cases). In short, Coveo for Dynamics, when deployed in your portal, enhances the user experience that your portal offers to your community by making it easier for users to find the content they need.

Deployment Steps

The Coveo for Dynamics deployment steps must be followed in order, as some procedures require you to have previously accomplished specific tasks. See Deploying Coveo for Dynamics in a Portal for further information on the deployment process.

Optional Features

Once you have deployed Coveo for Dynamics in your portal, you can choose to leverage some optional features to take full advantage of the solution. These guides are independent one from another and do not need to be accomplished in order.