Dynamics CRM is Microsoft’s customer engagement platform.  With modules for Sales, Service, Marketing, and Social Engagement, Dynamics CRM helps companies deliver exceptional customer experiences, creating long-term relationships based on knowledge and trust.

Although there is an out-of-the-box integration of Microsoft Dynamics 365 CRM with SharePoint and Yammer, it doesn’t include any unified view or search of CRM content.  By using BA Insight’s Microsoft Dynamics 365 (Cloud Version) Connector, you can link together CRM, SharePoint, Yammer, and other systems into a single unified view and make content from any and all of them available easily and quickly:

  • Access product information, presentations, and support procedures instantly, alongside the cases and knowledge base from Dynamics CRM.
  • Give users who work outside of Dynamics CRM read-only access to key information about customers, prospects, opportunities, and cases.
  • Find everything about a customer at once, whether it is kept in Dynamics CRM, SharePoint, File Shares, or another system.

Our Microsoft Dynamics 365 (Cloud Version) CRM Connector was specifically developed for Dynamics CRM, establishing a secure connection to the CRM application and mapping the content including metadata and attachments from the CRM schema to the search engine schema. It then extracts content and feeds it to the search engine in a process called crawling.

Our Microsoft Dynamics 365 (Cloud Version) CRM connector supports both on-premise CRM installations and Dynamics CRM Online.  It includes flexible mapping and content processing capabilities to handle the customizations that are common with Dynamics CRM.

Microsoft Connections Connectors for SharePoint or Elasticsearch

This connector supports both full crawls and incremental crawls:

  • Full crawls, which extract all desired content
  • Incremental crawls, which extract only content which has changed since the last crawl

Our Microsoft Dynamics (Cloud Version) 365 CRM Connector addresses key requirements that are challenging to implement through custom solutions:

  • Works with large documents, attachments, structured and unstructured content.
  • Indexes with a very high throughput.
  • Minimizes the impact on the source system, so there is no impact to performance.
  • Only surfaces the content that users are permitted to see.
  • The source system retains the master information and the search index has only a representation (pointers). This meets the user’s expectation, which is to click on a search result and then work on the original item or document.

Future-proof Your Investment

As new versions of the search platforms are released, new features and functionality are introduced, and the same is true of new releases of Microsoft Dynamics 365. BA Insight takes on the burden of keeping the connector up to date for both Microsoft Dynamics 365 and the respective search engines. The upgrades are easy to do and can be done by your IT organization. It is simply a matter of accessing the BA Insight customer portal, downloading the latest release, and installing and configuring it. If desired, our professional services team can handle the upgrades.

Platforms Supported:

  • Amazon Kendra
  • Amazon OpenSearch Service
  • Azure Cognitive Search
  • Elasticsearch
  • Microsoft Search
  • SharePoint Online
  • SharePoint On-Premise
  • Solr

Drive Productivity

By connecting Microsoft Dynamics 365 to your preferred search engine, you increase adoption of your intranet, improving organizational efficiency and productivity.