Advertisements
Home > Dynamics 365 > Dynamics 365 – Configure ‘Relevance Search’

Dynamics 365 – Configure ‘Relevance Search’

In Dynamics 365 online we have 2 types of Global Search

  • Category Search
  • Relevance Search

Rel Search_8

Category Search:

  • Its a multi-entity Quick Find Search, where you can pull the matching records from all configured entities in a single screen.

Relevance Search:

  • Relevance Search delivers fast and comprehensive results across multiple entities in a single list, sorted by relevance.
  • It uses a dedicated search service external to Dynamics 365 (powered by Azure) to boost Dynamics 365 search performance.

Lets see how to configure ‘Relevance Search’ in Dynamics instance and enable an entity.

Enable Relevance Search:

  • You have to enable Relevance Search first, Go to Settings -> Administration -> Check the ‘Enable Relevance Search’ checkbox

Rel Search_1

Set Entities Managed Property:

  • To enable entity for ‘Relevance Search’, make sure Managed property set to ‘True’. This property will be ‘True’ by default.

Rel Search_2

Add Entity to the list:

  • Open the ‘Default Solution’ -> Configure Relevance Search
  • Add the entity to the list

Rel Search_3

Set default global search:

  • You can choose the default search between ‘Categorized Search’ and ‘Relevance Search’ from your ‘Personal Settings’.
  • Last search option provides the last search experience you used in the current browser client. For example, if you used Relevance Search for your last search, the system will continue using this search until you manually switch to Categorized Search.

Rel Search_6

Notes:

  • ‘Relevance Search’ is only available in Dynamics 365 online.
  • ‘Relevance Search’ is text-based, and can search only on fields of type Single Line of Text, Multiple Lines of Text, Option Sets, or Lookups. It doesn’t support searching in fields of Numeric or Date data type.
  • You can use syntax to search with combinations. For example, type car+silver+2-door to find only matches that include all three words. Type car|silver|2-door to get results that contain car or silver or 2-door, or all three words
  • There is no limit on no of entities can be included in the Relevance Search results. However, there is a limit on the total number of fields in the external search index. Currently, the maximum is 1000 searchable fields for an organization.

🙂

Advertisements
  1. No comments yet.
  1. No trackbacks yet.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

w

Connecting to %s

%d bloggers like this: