Search for Dynamics Connector Prerequisites

To install Search for Dynamics, the following software components are required:

Connector Features and Requirements

Features Supported Additional Information
Application versions

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 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..

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
  • SharePoint Server 2013 or 2016 with an out-of-the-box search center
  • Microsoft Dynamics CRM 2016 (On-Premise or Cloud version)