In this post, we will look at how to use the Relevance Search in Dynamics 365 to search through Notes. Let’s say we have a note on an Account in the Timeline like below:
Open up the solution and select Configure Relevance Search:
Select the Note entity and click Add:
You may need to wait some time for the change to work.
Now, go to relevance search by selecting the Search icon:
You may need to switch from Categorized Search to Relevance Search:
Search for “test”. We see Notes in the Record Type and the Note appearing in the list:
Selecting it, we see the test note: