Install a Search Client in Microsoft Dynamics

Find information faster on Microsoft Dynamics with SearchUnify. This article walks you through the process of installing a SearchUnify search client in Microsoft Dynamics.

Prerequisites

Download the search client.

Install a Search Client in Dynamics

1. Go to Customizations from Settings.
2. Click the import icon and upload the zip file.
3. Under All Solutions, click the solution you have created.
4. Enter your Endpoint URL, Provision Key, and UID.
5. Open Dynamics, go to Service, and open a Case. SearchUnify should be in the right panel.