Dynamics CRM Prerequisites

User Accounts and Application Permissions

Required Permission Description
Dynamics CRM Connector Account
This connector requires an administrator account with full rights in order to properly crawl the content to be indexed.

Connector Features and Requirements

Features Supported Additional Information
Dynamics CRM Support
Searchable content types Yes All content types.
Content Update Full and Incremental All BA Insight Connectors support both Full and Incremental crawls, unless noted.
Permission Types Yes All BA Insight Connectors support fetch ACLs from the source system. To make items public or restricted to a single user/set of users, you can do so within the Connector Framework.
Required Software .NET Framework v4.7.2
.Net Framework v4.7.2 must be installed on the machine where the connector runs.