Deploying Coveo for Microsoft Dynamics 365 using a Solution File
In certain cases, you may not get Coveo for Microsoft Dynamics 365 from the AppSource (see Deploying Coveo for Microsoft Dynamics 365). This article is intended to guide you on how to deploy Coveo for Microsoft Dynamics 365 from a solution file (zip file).
- Ensure that your browser does not block popup windows as this may hinder the deployment process.
- To deploy a solution in Microsoft Dynamics 365, you need the System Administrator or System Customizer security role, or equivalent permissions.
Step 1 - Download the Package
Download the desired Coveo for Microsoft Dynamics 365 solution package (see Downloads).
If you want to install the September 2018 (1.1.180912.3) or June 2018 (1.1.180614.21) version in a Microsoft Dynamics 365 9 instance, you actually need to download and install two packages, i.e., the basic Coveo for Microsoft Dynamics 365 package and an additional package for Dynamics 9 instances. These packages must be installed successively, starting with the basic one.
Step 2 - Import the Solution
Import the Coveo for Microsoft Dynamics 365 solution package in your Dynamics 365 instance.
- Log in to your Microsoft Dynamics 365 instance with System Administrator credentials.
- Navigate to Settings > Customization > Solutions.
Click Import to import Coveo for Microsoft Dynamics 365.
Click Choose File, select the right Coveo for Microsoft Dynamics 365 solution file, and then click Next.
Validate the information regarding the solution you are about to import, and then click Next.
In the Import Option page, select Enable any SDK message processing steps included in the solution, and then click Import.
Wait for the importation to complete.
Once the importation is completed, check the logs to validate that the deployment is successful, and then click Close.
- Back in the Solutions window, click Publish All Customizations.
Step 3 - Link to a Coveo Cloud Organization
Now that Coveo for Microsoft Dynamics 365 is deployed, you can review the links provided in What Do I Do Next? to explore more options. Most importantly, you should create a Microsoft Dynamics 365 source and make Coveo your default search provider (see Sources, Add/Edit a Microsoft Dynamics 365 Source, and Searching With Coveo in Dynamics).