What Do I Do Next?

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.

Now that you’re done with your first steps with Coveo for Microsoft Dynamics 365, you can go further and customize your setup. During the installation process, if you didn’t have one already, you created a trial Coveo Cloud organization which gives you access to all the platform features for a 30-day period. Your Coveo Cloud organization is now indexing your Dynamics 365 content and you’re ready to discover all other features of Coveo for Microsoft Dynamics 365 (see What’s Coveo for Microsoft Dynamics 365? and Main Features).

Coveo for Microsoft Dynamics 365 Configuration

Your installation is already functional with its out-of-the-box settings. However, there’s way more you can do with Coveo for Microsoft Dynamics 365 and your Dynamics source:

Coveo Cloud Administration Console

The Coveo for Microsoft Dynamics 365 configuration interface allows you to manage your Dynamics sources (see About the Configuration Interface). If you want to create sources of other types or leverage advanced Coveo Cloud functionalities, you need to log in to the Coveo Cloud Administration Console, which you can access from the Dynamics configuration interface (see Administration Console).

Using the Coveo Cloud Administration Console, you can:

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