Try out the new Coveo online experience today

Coveo for Microsoft Dynamics 365

AI-powered search that delivers the most relevant, personalized content, from within and beyond Microsoft Dynamics 365 for Customer Engagement.

Coveo for Dynamics is tightly integrated to Dynamics and available to try for free through the AppSource.

Unify all of your content regardless of where it sits

Coveo can help create a truly unified and seamless experience for all customer service agents by connecting all content from across the organisation with more than 50 pre-built connectors, including non-Dynamics sources such as Sharepoint, OneDrive, Lithium and more.

Partial list of available Coveo connectors 

Automatically learn and improve the experience for every user

Coveo’s machine learning algorithms learn from search experiences that lead to successful outcomes, and automatically optimize for relevance, automatically tuning results or making suggestions of content gaps to address.


Recommend content and guide users to what they need next

Leveraging the power of machine learning and usage analytics, Coveo can predict and suggest the right content for each user, not only to meet their query terms, but also to guide them to what they will need next, even if they don’t even know it yet. This shortcuts time to resolution of problems and creates better outcomes for all.

 Recommendation illustration

Easily customizable so that you can build a more personalized user experience

The Coveo Interface Editor allows you to easily customize the search experience for your agents, and includes faceting and query suggestions to help people visualize the information they need in a way that works for them.

tyler technologies logo
“The word around here is that Coveo is genius: it’s been a lifesaver for our support agents already, and we’re continuing to see new benefits”.
Patty Leino, Senior Support Service Manager at Tyler Technologies

Delivers measurable business results and customer service improvements

By helping both customers and agents / employees find what they need within Dynamics to effectively solve their own problems on their own, the first time, Coveo helps organizations measurably increase self-service and improve case deflection rates, increase customer and agent satisfaction, and increase engagement with partners and other stakeholders.


Quick and easy to start seeing results

Your Dynamics and external source data can be searchable in Coveo within less than 1 hour with minimal development effort.


Seamless integration with the Microsoft technology stack

Create a transparent user experience with Coveo’s AI-powered capabilities that are available directly from the Microsoft Dynamics built-in global search box.

Seamless integration in Microsoft Stack 
Avanade Logo
“Avanade has had great success delivering digital customer experiences centered around Coveo search"
Florin Rotar, SVP Digital Platforms, Services & Offerings at Avanade

Related Resources

cBlog Post

Have Your Cake and Eat It Too: Virtual Knowledge Management in a Diverse World

Can one knowledge management platform meet your diverse KM needs? Scott Bideau debunks myths - and explains what to look for in a KM platform.

Learn more about Coveo for Microsoft Dynamics 365

Thank you!

We appreciate your interest in Coveo. We will be in touch with you shortly.

By inserting your email above, you agree to receive communications from Coveo Solutions Inc and its subsidiaries about educational content, events, news, and promotions to guide you on the path to relevancy with your customers, partners and employees. You may withdraw your consent at any time. For more details, please refer to our privacy policy or contact us.

Email Preferences | Privacy Policy | © 2018 Coveo Solutions Inc. All Rights Reserved.