Microsoft Dynamics 365 is a customer relationship management product focused mainly on Sales, Marketing, and Service (help desk) sectors. It is part of the Microsoft Dynamics family of business applications and has over 40,000 customers.

Microsoft Connections Connectors for SharePoint or Elasticsearch

Organizations who leverage Dynamics 365 can now extend the reach of this data into their existing search indexes via the BA Insight ConnectivityHub and our Dynamics Connector.

The key capabilities of the Microsoft Dynamics 365 Connector for Elasticsearch, Elastic Cloud, and Elastic Cloud Enterprise are:

  • Provides both full and incremental ingestion of content into the index of your choice
  • Provides all management of security, role, and access list management, requiring no specialized security software or search index add-ons
  • Supports all objects types within Dynamics
  • Supports filtering of the Dynamics content, allowing administrators to define specifically which data is sent for ingestion into the search index
  • Brings all associated metadata into the search index to drive refinement and relevancy
  • Supports attachments, structured data, and unstructured data

The benefits of including Dynamics 365 data within your Elasticsearch, Elastic Cloud, and Elastic Cloud Enterprise index are:

  • Provides enhanced search capabilities into your existing search application while ensuring Dynamics 365 retains the master information
  • Increases adoption of Dynamics via direct links back into Dynamics to any content found by a user
  • Indexes with a very high throughput
  • Results in minimal impact of the source system, even helping to improve source system performance by offloading taxing search features
  • Requires no custom code, with full support and enhancements

Future-proof Your Investment

As new versions of Elasticsearch, Elastic Cloud, and Elastic Cloud Enterprise are released, new features and functionality are introduced, and the same is true of new releases of Dynamics 365. BA Insight takes on the burden of keeping the connector up to date for both Dynamics and the Elastic search engine. 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.

Drive Productivity

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