About the Microsoft Dynamics 365 Connector
Features
BA Insight's Microsoft Dynamics 365 CRM Connector was specifically developed for Dynamics CRM, establishing a secure connection Connection defines the how Connectivity Hub connects to your Source System (which contains your documents, graphics, etc.,). Your Connection includes identifying elements such as: URL of the BA Insight web service connector you are using, (File Share connector, SharePoint Online connector, etc.), Authentication mode, User Accounts and Credentials, Database information (for database connectors) to the CRM application and mapping the content including metadata Provides context with details such as the source, type, owner, and relationships to other data sets. Metadata provides details around the item being crawled by Connectivity Hub. and attachments from the CRM schema to the search engine schema.
- It then extracts content and feeds it to the search engine in a process called crawling.
- The Microsoft Dynamics 365 CRM connector supports both On-Premise CRM installations and Dynamics CRM Online.
- It includes flexible mapping and content processing capabilities to handle the customizations that are common with Dynamics CRM.
For more information about Microsoft Dynamics 365 CRM Connector features and abilities, see https://www.bainsight.com/connectors/microsoft-dynamics-crm-connector-sharepoint-azure-elasticsearch/.
Security
The BA Insight Microsoft Dynamics 365 connector honors the security of the source system Your Source System is the repository where your data is stored (data to be indexed). This repository is managed by applications such as: - SharePoint O365 - SharePoint 2013/16/19 - Documentum - File Share - OpenText - Lotus Notes - etc. Your Source System repository can also be a database such as SQL or Oracle..
Limitations
No known limitations at this time.