What's Coveo for Microsoft Dynamics 365?

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.

Coveo for Microsoft Dynamics 365 is a solution allowing you to build great search pages within Dynamics. These search pages are targeted at your Dynamics 365 instance users, i.e., your customer support agents, your sales personal, your marketing team, etc.

By default, Dynamics comes with the legacy Categorized Search and the more recent Relevance Search. Coveo for Microsoft Dynamics 365 replaces the built-in search engine and introduces new means to search your content, allowing you to find the most relevant data while working in Dynamics.

Coveo for Microsoft Dynamics 365 brings Dynamics 365 content into Coveo Cloud and offers a new artificial intelligence powered search experience driven by your data to help your Dynamics users be more proficient. The Coveo search results become more relevant with time, as the Coveo Machine Learning models learn from user behavior.

You have valuable knowledge in your Dynamics database, but you probably have much outside of Dynamics. Coveo Cloud can gather all this information in one place, the Coveo Index, which can then be mined to get this knowledge to your users. In a Coveo for Microsoft Dynamics 365 search page, they can therefore search and find not only Dynamics content, but also other enterprise content.

As illustrated in the schema below, Coveo for Microsoft Dynamics 365 is installed as a solution inside your Microsoft Dynamics 365 instance. It connects to a Coveo organization hosting the Coveo Index, the Search API, Coveo Usage Analytics (Coveo UA), and Coveo Machine Learning. The Coveo Index is split into virtual containers called Sources, and each source holds data of a specific repository, such as Dynamics. The Usage Analytics service keeps track of your search user behavior and generates search statistics, which the Coveo Machine Learning service leverages to create statistics models boosting the search results relevance.

Coveo for Microsoft Dynamics 365 workflow

When indexing Dynamics content, the Coveo for Microsoft Dynamics 365 connector initiates the Dynamics 365 database crawling through a user with a read-only account, and then sends requests to the Dynamics API to retrieve the content. This data is then sent to the Coveo Index.

When a search query is performed through one of the Coveo components, the query is sent to the Search API in Coveo Cloud. The Search API expands the query according to Coveo Machine Learning models and sends it to the Coveo Index. The Index then returns the search results to the Search API, which orders them by relevance. Coveo Machine Learning boosts the most relevant results to the top of the list. The Usage Analytics service records how the user interacts with their search results, for example whether they further filter the results, and on which result they click. This information is provided to the Coveo Machine Learning service for model improvement.

What’s Next?

Learn more about the main features of Coveo for Microsoft Dynamics 365 and install Coveo for Microsoft Dynamics 365 in your Dynamics instance (see Main Features and Installing Coveo for Microsoft Dynamics 365).

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