Search Providers (Preview) in Dynamics 365 Customer Service Hub

The new search provider options in Customer Service Hub allow agents to search for files, documents, or articles outside the current organization.

The option can be found at Service Management > Knowledge Base Management > Search Providers

The 3 different search type supported currently are

  • Cross organization search – allows specifying a different organization within the same tenant.

On performing the search within the Case record we can see the results being populated from the Organization configured in the search provider

  • SharePoint

Enter the SharePoint URL to be searched.

Below is our SharePoint site, to which users have the appropriate rights.

Specify the SharePoint URL

The result –

SharePoint Search Provide only supports filter by Modified date.

  • Microsoft Search Connector

This is for the organizations using Microsoft Search for external data.

Get all the details here

Blog posts on 2021 Release Wave 1 – Dynamics 365

Hope it helps..


Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

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