Microsoft Dynamics 365 And Coveo
An A.I. powered Microsoft Dynamics 365 search solution.
Resolve customer queries in record time.
Empower your customer service agents and sales staff with the ability to search for content from a number of locations in one place.
They'll confidently resolve customer and sales queries, resulting in higher levels of customer satisfaction and more sales.
Why do I need search for Microsoft Dynamics?
Increase customer agent productivity
Allowing your customers to find all the content they need in record time.
Maximize your sales conversion rate
Through increasing your sales representatives' productivity.
Increase customer satisfaction
By providing your customers with answers to their queries.
What's in it for me?
Deep analytics on user searches
Deep insights into what your visitors are searching for helps you identify content gaps.
A.I. machine learning powered
Deliver highly personalized and relevant content that your customers and employees need, based on previous successful search recommendations.
Full search page
Fully customizable search page and search query engine, with the capability to filter by any number of categories.
Indexing beyond Microsoft Dynamics
Your staff can access content from over 50 cloud and on-premise content sources outside of Microsoft Dynamics, such as Sharepoint and OneDrive.
Search For Microsoft Dynamics FAQs
What is Coveo for Microsoft Dynamics?
Create A Unified Search Experience For Dynamics
Search non-Dynamics content from within Dynamics with pre-built connectors including Sharepoint, OneDrive, YouTube, and more.
Serve Up More Relevant Results
Take advantage of machine learning to predict and offer the right content for users based on their search query and previous queries.
Deliver Personalized Search Experiences
Create customized search layouts and tailor facets. Tailor you results with ranking & boosting and defining featured results and thesaurus entries.
Gain Deeper User Behaviour Insights
Use visual dashboards to explore data, gain insights to better understand what users are searching for and identify content gaps.
What are the benefits of Coveo for Microsoft Dynamics?
Coveo offers numerous benefits such as:
- Artificial Intelligence-powered search
- Flexible, easily customizable UI
- Powerful search usage analytics
- Query and indexing pipeline
- Out-of-the-box Machine Learning
- A library of pre-built 3rd party connectors
- User-level security across all knowledge systems and repositories
What are the technical features for Coveo for Microsoft Dynamics?
Searchable Content Types
All available system and custom entities, notes and files attached to records of the indexed entity types and knowledge base articles (body, comments, attachments).
Content Update Operations
✓ Refresh (every 60 mins by default)
✓ Rescan
✓ Rebuild
Content Security Options
✓ Determined by source permissions (Coveo, Dynamics 365, and Security)
✓ Source creator
✓ Everyone
What outcomes can I expect from using Coveo for Microsoft Dynamics?
You can expect users to have over all better experiences with being able to easily and quickly access the content, documents, etc. they're after.
Coveo has reported businesses can see results like:
- 5% increase in Customer Satisfaction Score
- 30% reduction in time spent searching
- 25% reduction in case resolution time
Who uses Coveo for Microsoft Dynamics?
Coveo has +1,500 implementations around the world with some of the biggest brands. Coveo for Microsoft Dynamics is used by companies like Tyler Technologies, CBRE, and more.
Related solutions
Explore what else we have to offer.
Intranet Search
Empower your staff with a powerful A.I. search tool that consolidates information.
Website Search
Display relevant & personalized content no matter the CMS.
Insights from our people
See what else we have to say.
👋 Hey Sitecore Enthusiasts!
Sign up to our bi-weekly newsletter for a bite-sized curation of valuable insight from the Sitecore community.
What’s in it for you?
- Stay up-to-date with the latest Sitecore news
- New to Sitecore? Learn tips and tricks to help you navigate this powerful tool
- Sitecore pro? Expand your skill set and discover troubleshooting tips
- Browse open careers and opportunities
- Get a chance to be featured in upcoming editions
- Learn our secret handshake
- And more!
