The BA Insight Microsoft Dynamics CRM Connector for Search integrates Microsoft Dynamics CRM (including Dynamics 365) with leading enterprise search platforms like SharePoint, Azure AI Search, Elasticsearch, Amazon Kendra, Solr, and more.
This connector enables secure, seamless indexing and unified search of CRM content across your organization, providing users with a consolidated view of customer, sales, service, marketing, and social engagement data without needing direct login into Dynamics CRM.
Problems the Microsoft Dynamics CRM Connector for SearchSolves
Difficulty finding and accessing Dynamics CRM content without logging in directly to the CRM platform.
Fragmented search experiences when CRM data is siloed apart from other enterprise content.
Security concerns when exposing sensitive CRM information during integration.
Manual effort or lag in keeping search indexes up to date with CRM content changes.
Benefits Microsoft Dynamics CRM Connector for SearchDelivers
Seamless Platform Integration
Seamless integration with widely used enterprise search platforms.
Built-In Security Compliance
Respects Dynamics CRM security model, ensuring that users only see content they are authorized to access.
Fresh and Synchronized Indexing
Supports both full and incremental crawls, keeping search indexes fresh and synchronized with CRM updates.
Unified Enterprise Search Experience
Unified search experience by linking CRM with SharePoint, Yammer, and other enterprise data sources.
Flexible Mapping for Custom CRM Environments
Flexible mapping and content processing to handle common customizations found in Dynamics CRM environments.
Key Features of the Microsoft Dynamics CRM Connector for Search
Key Features of the Microsoft Dynamics CRM Connector for Search
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Comprehensive Content Indexing
Comprehensive Content Indexing
Securely indexes customer records, cases, opportunities, knowledge base content, and attachments using agentless crawls.
This connector empowers organizations to deliver a consolidated, secure, and up-to-date search experience across Microsoft Dynamics CRM and other enterprise repositories, enhancing user productivity and customer insights.
FAQ
FAQ
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Yes, it enforces Dynamics CRM’s access permissions, ensuring users see only authorized content.
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Supports both full and incremental crawls, keeping the search index synchronized with the latest CRM content changes.
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SharePoint Online and On-Premise, Azure AI Search, Elasticsearch, Amazon Kendra, Solr, Microsoft Search, and others.
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No, the connector operates agentlessly and requires only read access to the CRM system.
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Includes flexible mapping and content processing capabilities to accommodate typical CRM customizations.