
Hi,
We have several CRM entities that contain free from text, I not talking about documents/files, I mean fields like description, notetext etc...
This information can be valuable to find people, cases, projects etc... from other environments.
So my question is is there a way to get this information either searchable by Delve or available in the Microsoft Graph ?
I have read that integration in the Office Graph is depecrated, but I am new to this, so I want to a have a solution for the future.
If it is not there, maybe there is an SDK approach that you can recommend ?
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I have the same question (0)One option could be to use the CRM Data Export Service to automatically export the data from CRM Online to a SQL database in Azure. I would then expect this could be searchable by Delve, and it would take the performance load off CRM.
There is a consideration of how the results are displayed. If the users who search are CRM users, then it should be possible to directly open the CRM record from the results (though you may need to generate the url). If the users are not CRM users, then they won't have a license to access the CRM record, but so you'll have to consider how to present the data from the SQL Database