Dynamics 365 – Configure ‘Relevance Search’ | Rajeev Pentyala

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Dynamics 365 – Configure ‘Relevance Search’

In Dynamics 365 online we have 2 types of Global Search

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

Set Entities Managed Property:

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

Add Entity to the list:

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.

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.