Coveo for Microsoft Dynamics 365

About This Solution

Coveo AI-powered search takes your Dynamics 365 search experience to the next level.  Once installed, the solution seamlessly integrates with Dynamics 365 and is available directly from the built-in global search box.

The solution enables unified search across all content within your organization by leveraging over 50 pre-built connectors. This means you can index content such as Sharepoint, OneDrive, Jira, Confluence, YouTube, etc. and obtain unified results within Dynamics 365. Many other content sources can also be indexed through our generic database crawler and custom connector framework.

Key capabilities:

  • Relevance Search. Our machine learning algorithms learn from search experiences that lead to successful outcomes, and automatically tune results to optimize for relevance.
  • Configurable Search UI. The WYSIWYG Interface Editor allows administrators to create customized search layouts and facets and apply your own business logic for ranking & boosting results.
  • Recommended Content. The contextualized Case Insight Console automatically recommends relevant content based on case details so that knowledge is injected as part of the customer support interaction.
  • Reports and Analytics out-of-the-box.  Extensive analytics and pre-built reports provide administrators with insight to understand content adoption and potential gaps.

Dynamics Software


Available on Microsoft AppSource

More About This Vendor

Make business personal.

Coveo uses intelligent search and AI technologies to personalize every digital experience for customers, partners, dealers, and employees.  Coveo combines unified content, unified interactions and machine learning to deliver relevant information and recommendations across every business interaction, making websites, ecommerce, contact centers and intranets effortless, efficient and content-rich.

Coveo solutions include AI-powered search for:

  • Websites
  • Partner & Dealer Portals
  • Customer Self-Service & Customer Contact Centers
  • Customer Communities
  • Intranets & Knowledge Management
  • Employee Portals
  • Enterprise Search

Coveo is also embedded in many leading business applications from vendors including Adobe, Microsoft, Salesforce, Sitecore, Xero and more. We partner with the world's largest enterprise technology players and have more than 1,500 activations in mid-to-large sized global organizations across multiple industries, including Technology, Financial, Healthcare, and Manufacturing with proven results.