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Dynamics 365 Customer Engagement (CRM) · Dec 16, 2018 · 1 MIN READ

Enabling Knowledge Article Search in Customer Service Hub

In Customer Service Hub, you can search for knowledge articles using the quick find view:

In some cases, searching for keywords may not produce any results:

One thing to check in these situations is the quick find view fields have been properly configured. Open Customize the System:

Select the Knowledge Article entity and go to Views. Select Quick Find Active Knowledge Articles:

Click on Add Find Columns:

Ensure the relevant fields are selected for search, such as Keywords, Title etc:

Click OK and Publish:

Now when you repeat the search, you will see the articles appear:

 

Carl de Souza
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Carl de Souza Enterprise Architect at Microsoft · AI Technology Expert

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Carl de Souza
KEEP LEARNING. KEEP BUILDING.

Explore AI, agents & Microsoft technology.

I share practical ideas, tutorials, and videos about AI, AI agents, Microsoft technologies, and the Power Platform.