Dynamics 365 Relevance Search

Have you ever been frustrated by the categorized searching in Dynamics, as your search results return in no specific order?

Well, now you can enjoy relevance searching. A search tool that delivers instant results from multiple entities in order of relevance. ‘Where have you been all my life?’ I hear you ask.

This much-improved facility will match your word or phrase in any entity or even specific relevance search enabled fields.

 

Dynamics 365 Relevance Search CRM

 

On the left had side you will see you can explore your results using Facets and Filters: It’s easier to find what you are looking for by narrowing your search results by type, ownership or modified/created date.

And the ‘pièce de résistance’ – The Relevance Search will search for text within Documents stored in Dynamics 365! These also include documents in Notes, Email and Appointment Attachments. Dynamics will support several document formats, including Microsoft Office (Word documents, PowerPoint presentations, etc), PDFs, EML, HTML/XML, ZIP, and rich text format (RTF).

 

Dynamics Search Relevance Attachments 365 CRM

 

But what if I’m a Field Sales user who uses a tablet or smart phone? Fear not, Relevance Search is available on all mobile devices too.

 

dynamics 365 mobile remote crm search

 

The Relevance Search is disabled by default, so you’ll need to be a system administrator to enable. To get started, follow the below steps:

  1. Go to Settings > Administration.
  2. Click System Settings > General tab.
  3. In the Set up Search sub-area, select the Enable Relevance Search check box, as shown here.
  4. After you enable Relevance Search, the Enable Search consent dialog box opens.

If you have any questions on the Relevance Search or need help getting started, please call the team on +44 1273 921510