Relevance Search is now available in Dynamics 365 (online)!

Jones Aktan CRM, Microsoft Dynamics, News 0 Comments

How does it work?

When a System Administrator enables Relevance Search, data in enabled entities is fully synced to the search index and data changes begin to sync continuously. When you search for something, such as “nancy is opening a new Contoso retail store”, the search is executed against the Azure Search index. Results are returned with a match to any word in the search term, including inflectional forms of words, like “stream,” “streaming,” or “streamed”, in the base language of your Dynamics 365 application. No wildcards are required to search anywhere in the text.
There are some indirect benefits of Relevance Search as well. You’ll notice improved responsiveness over traditional Quick Find, particularly to when a wildcard was previously used. Since Azure Search is providing the results, Relevance Search can significantly reduce the overall load on your Dynamics 365 application, potentially improving the experience of your users.

What’s new?

You may be familiar with Relevance Search from the public preview in a previous update. In addition to going from preview to generally available, we are also introducing some significant new capabilities in this latest release:

  • Relevance Search is available in mobile clients
  • Explore your results using Facets and Filters
  • Search within Documents in Dynamics 365
  • Search records that have been shared to you
  • Search in Option Sets and Lookups

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