Skip to main content

Notifications

Announcements

No record found.

Service | Customer Service, Contact Center, Fie...
Suggested answer

Knowledge base - External Search Provider SharePoint - How does it work?

(0) ShareShare
ReportReport
Posted on by 65

Hi,

We are exploring the CRM D365 Knowledge base and configured some SharePoint paths to be included in the search. This seems to work as expected in the sense that it is picking up the documents from the SharePoint location. But as we see from strange behavior we want to get a better understanding on how this integration exactly works. Unfortunately the existing Microsoft documentation does not explain a lot. 

Does anyone already using this integration more information?

1) Which types of content are being picked up: word, pdf, text files, excel, powerpoint,...?

2) Which information is being crawled: title, content of a document, metatadata,...?

3) With which frequency is the SharePoint source being crawled for new documents versus updates on documents?

4) There seems to be a path limit of 100 characters in the configuration. Can this be modified?

Any information might be helpful!

Kind regards,

Ward

  • Suggested answer
    Expiscornovus Profile Picture
    Expiscornovus 53 on at
    Knowledge base - External Search Provider SharePoint - How does it work?
    In the background a Graph API search query is used (below is a network trace of such a search).
     
     
    Only documents will be returned, as you can see in the request queryString.
     
     
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,642 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,371 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans