Microsoft Dynamics CRM Connector Data Sheet

Release Notes

Released Versions

SDK 1.5 (Locator 2.9)
SDK 1.6 (Locator 2.10)

Supported ConnectorName Versions

The connector is developed using Dynamics CRM SDK Version 8.1.0 from May 2016.

It supports the on-premises and online versions of Microsoft Dynamics CRM 2016. Applies to: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016 and Dynamics CRM Online.

Limitations

Not all entity types are indexed, but the most common ones are included and listed under content types.

Prerequisites

At connection install time this information must be provided in the connector admin wizard

An admin Dynamics CRM user with access equal to the security role system administrator (system ansvarlig).

Username - containing domain. (username@domin.com or domain\username)
Password

Organization info - found in the Dynamics CRM software under Developer Resources.

Discovery Service Address. (example https://disco.crm4.dynamics.com/XRMServices/2011/Discovery.svc, https://crm.domain.org/XRMServices/2011/Discovery.svc)
Unique Name

At search time a username (containing domain) and password of a Dynamics CRM user is needed.

Supported Data Types

The connector can index the following content types.

Account
Campaign
Contact
Email
Goal
Incident
Knowledgearticle
Lead
Opportunity
Phonecall
Product
Task

In addition custom entities can be chosen for each particular solution.

Crawl Methods

Full Crawl: The ConnectorName Connector supports scheduling periodic full scans of the source system.

Incremental Crawl: Not supported

DocumentHandler

Not required.

Other information

Only selected metadata values are added to each content type. All other available metadata values can easily be added for all content types.