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.
SearchUnify ignores Knowledge base level and cases level permissions.
- Create an OAuth 2.0 Application in Microsoft Dynamics
- Create an Application User in Microsoft Dynamics
Establish a Connection
- Navigate to Content Sources.
- Click Add New Content Source.
- Find Microsoft Dynamics from the search box and click Add.
- Give your content source a name.
- Enter the address of your Azure instance in Client URL.
- Client ID, Tenant ID, and Client Secret were generated when you created an OAuth 2.0 app in Microsoft Dynamics. (Prerequisites). Enter them all.
- Click Connect.
- Select a Microsoft Account.
- Click Next.
Set Up Crawl Frequency
The first crawl is always manual and is performed after configuring the content source. For now, keep the frequency to its default value Never and click Set and move to the next section.
Select Types and Fields for Indexing
SearchUnify supports two Dynamics objects:
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:
- Click .
- Use the Name column to select a content field (Dynamics object property).
- SearchUnify will automatically assign a Label, Type, and condition (
isSearchable: show in search OR
isFilterable: use as a facet). You can change these values.
- Click Add.
- Repeat the steps 2, 3, and 4 to add other content fields.
- Click Save.
- Repeat the steps 1-6 for other content types (Dynamics objects).
- Press Save.
Return to the Content Sources screen and click in Actions. The number of indexed documents is updated after the crawl is complete. You can view crawl progress in in Actions. Documentation on crawl progress is in View Crawl Logs.
Review the settings in Rules if there is no progress in Crawl Logs.
For Mamba '22 and newer instances, search isn't impacted during a crawl. However, in older instances, some documents remain inaccessible while a crawl is going on.
Once the first crawl is complete, click in Actions open the content source for editing, and set a crawl frequency.
- In Choose a Date, click to fire up a calendar and select a date. Only the data after the selected date is indexed.
- Use the Frequency dropdown to select how often SearchUnify should index the data. For illustration, the frequency has been set to Weekly and Tuesday has been chosen as the crawling day. Whenever the Frequency is other than Never, a third dropdown appears where you can specify the interval. Also, whenever Frequency is set to Hourly, then manual crawls are disabled.
- Click Set to save crawl frequency settings. On clicking Set, you are taken to the Rules tab.
Last updated: Wednesday, March 29, 2023
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