Getting Started with Coveo for Microsoft Dynamics 365

Coveo to Microsoft Dynamics CRM

Thank you for choosing Coveo! As a new user, this guide aims at taking you through the very first steps of setting up Coveo for Microsoft Dynamics 365 and understanding the basics of Coveo Cloud and its integration in Dynamics 365.

To get started with Coveo for Microsoft Dynamics 365, see What Is Coveo for Microsoft Dynamics 365?, Coveo for Microsoft Dynamics 365 Main Features, and Installing Coveo for Microsoft Dynamics 365.

Once you have installed the solution, you can further personalize it using both its options and those of the Coveo Cloud platform (see What Do I Do Next?).