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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Knowledge base - Exter...
Service | Customer Service, Contact Center, Fie...
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Knowledge base - External Search Provider SharePoint - How does it work?

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Posted on by Ward010 71

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

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  • Suggested answer
    Expiscornovus Profile Picture
    Expiscornovus 54 on at
    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.
     
     
     

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