How to Use Relevance Search in Dynamics 365

Leave a comment

In Dynamics 365, there is a feature called Relevance Search, which allows a user to search Dynamics 365 data and have it displayed in order of relevance. This feature is powered by Azure Search and uses the same scoring concepts.

To enable Relevance Search, go to https://admin.powerplatform.microsoft.com/, select your environment and go to Settings. Click on Features:

Then scroll down to Search and select Relevance Search:

Next, click on the search icon in the top right in your app. Relevance Search will open:

Entering in a search term will return results:

Clicking on a Record Type will display filter records and display more detail, with the ability to filter further:

To configure which entities are used by the Relevance Search, go to Customization and select Entities. You will see Configure Relevance Search:

Here you can add and remove entities that use relevance search:

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

carldesouza.comLinkedIn Twitter | YouTube

 

Leave a Reply

Your email address will not be published. Required fields are marked *