Use Microsoft Dynamics As a Content Source

SearchUnify can index the data stored in Microsoft Dynamics. This article explains how to use your instance as a content repository.

Prerequisites

  1. Create an OAuth 2.0 Application in Microsoft Dynamics
  2. Create an Application User in Microsoft Dynamics

Establish a Connection

  1. Navigate to Content Sources.

  2. Click Add new content source.

  1. Find Microsoft Dynamics from the search box and click Add.

  2. Give your content source a name.

  3. Enter the address of your Azure instance in Client URL.

  4. Client ID, Tenant ID, and Client Secret were generated when you created an OAuth 2.0 app in Microsoft Dynamics. (Prerequisites). Enter them all.

  5. Click Connect.

  6. Select a Microsoft Account.

  7. Click Next.

Set Up Crawl Frequency

  1. Click to fire up a calendar and select a date. Only the data added or updated after the selected date will be indexed.

  2. Use the Frequency dropdown to select how often SearchUnify should index the data.

  3. Click Set.

Select Types and Fields for Indexing

SearchUnify supports two Dynamics objects: cases and articles. You can select all, none, or only a few object properties (fields) for indexing.

Selecting none (by clicking Remove All) is a way to tell SearchUnify to not index an object (content type). For more precise indexing: 

  1. Click .

  2. Use the Name column to select a content field (Dynamics object property).

  3. SearchUnify will automatically assign a Label, Type, and condition (isSearchable: show in search OR isFilterable: use as a facet). You can change these values.

  4. Click Add.

  5. Repeat the steps 2, 3, and 4 to add other content fields.
  6. Click Save.

  7. Repeat the steps 1-6 for other content types (Dynamics objects).

  8. Press Save.

You have successfully added Microsoft Dynamics as a content source.

Last updated: Friday, February 26, 2021

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