Automated API text parsing for Dynamics 365 CRM intelligence
Automated API text parsing for Dynamics 365 CRM intelligence converts each plain-text file attached to a record into searchable passages, so the assistant answers from the file rather than from fields someone typed.
How does automated API text parsing feed Dynamics 365 CRM intelligence?
Automated API text parsing for Dynamics 365 CRM intelligence converts each attached plain-text file into passages when the file is saved, so the assistant can cite the file instead of guessing from record fields.
Where the plain-text file sits in Dynamics 365
Dynamics 365 keeps the file as an annotation on the account, lead, or opportunity, or in the related SharePoint folder. The typed fields on that record are already searchable. The plain-text file is not, until automated API text parsing copies its words into passages keyed to the same record. CRM intelligence that only reads the fields is intelligence about what a person typed, not about what the file says.
What a plain-text file actually yields
A .txt file is already words. The parser returns it as one item, and the chunker splits that item on paragraphs and sentences. There is no layout to recover and no OCR step. A notes export or a pasted email saved as text is the cheapest attachment to index, and also the one most likely to be a wall of prose with no headings.
The API call that feeds Dynamics 365
A Power Automate flow or a plugin can POST those bytes when the annotation is created. The response is JSONL, one passage per line, with the record id in metadata for the retrieval store beside Dynamics 365. Asking a model to reread the plain-text file inside chat for every question never builds that index. Automated API text parsing runs when the file is saved, once, and later questions retrieve.
What the answer is allowed to cite
After a clean parse, an answer should cite the passage and the plain-text file it came from. A file that yields no text is a skip, named as a skip, not a blank passage that crowds real hits. The parsers are Remade with Rust crates, and RAG Converter is part of MATA. The longer note on this format is RAG for text.