The BA Insight Microsoft Dynamics Cloud Connector for Search unifies Microsoft Dynamics 365 CRM content—across Sales, Service, Marketing, and Social Engagement modules—into leading enterprise search platforms such as SharePoint, Azure AI Search, Elasticsearch, Amazon Kendra, Solr, and more.
Built atop BA Insight’s proven connector framework, the Microsoft Dynamics Cloud Connector delivers robust, secure connectivity. It supports both full and incremental crawls, automatically synchronizing the search index with new and updated CRM content—minimizing crawl times and keeping your enterprise search fresh.
Problems Microsoft Dynamics 365 Cloud Connector for Search Solves
Difficulty accessing and searching Dynamics CRM content without direct login to Dynamics 365.
Fragmented search experience when CRM data is siloed from other enterprise information repositories.
Security and compliance concerns during integration of sensitive CRM records into enterprise search.
Keeping search indexes current with ongoing CRM updates and changes—without manual effort.
Benefits Dynamics 365 Cloud Connector for Search Delivers
Seamless Integration Across Leading Search Platforms
Seamless integration of Dynamics CRM content with SharePoint, Azure AI Search, Elasticsearch, Amazon Kendra, and Solr.
Security-Trimming That Respects Dynamics Permissions
Honors Dynamics’ source system security—users only see CRM content they are authorized to access.
Full and Incremental Crawl Support for Fresh Results
Supports both full and incremental crawls, ensuring fresh, synchronized search results.
High-Throughput Indexing with Secure Source Links
High-throughput indexing with direct links back to original records and attachments in Dynamics CRM, keeping information centralized and secure.
Unified Enterprise Search to Boost Productivity
Improves productivity by delivering unified enterprise search across CRM, SharePoint, Yammer, file shares, and more—via a single search interface.
Key Features of the Microsoft Dynamics 365 Cloud Connector for Search
Key Features of the Microsoft Dynamics 365 Cloud Connector for Search
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Comprehensive Content Indexing
Comprehensive Content Indexing
Securely indexes all Dynamics CRM modules, including custom entities, metadata, cases, contacts, opportunities, and attachments, with both full and incremental crawling.
FAQ
FAQ
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Yes, it enforces Dynamics CRM’s access rules so users only see the content they are authorized to view.
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It supports both full and incremental crawls, synchronizing the search index with every new or changed CRM record.
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SharePoint Online and On-Premise, Azure AI Search, Elasticsearch, Amazon Kendra, Amazon OpenSearch Service, and Solr.
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No, the connector requires read access and secure API access but does not require software installation on the Dynamics CRM system.
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Yes, the connector can index standard and custom CRM entities as well as attachments, using advanced mapping to accommodate complex CRM schemas.