Microsoft Dynamics CRM

{CRM 2016 Update 1} Overview and Step by Step for Relevance search in Dynamics CRM

Relevance search is a new feature that came up with CRM 2016 Update 1. In case of Relevance search basically uses concept of scoring – so more the score more relevant is a search term.

Underneath Relevance search utilizes same concepts as Azure Search.

So, here is a quick overview:

Since it’s a preview feature you will need to enable it in Settings->Administration->System settings->Preview.


Once you select yes and enable it, we need to navigate to Customizations:



Select the entities you want and click ok.

Now, field level, you can configure fields to include under Quick find columns:


Above is sample for Account entity.

Next thing when I try to search for Datum under Search box:


Nothing is found, but we also have an option for Use Relevance search:


It finds it using power of Azure! Great feature.

How does it work? Here is the architecture referred from Technet:


There are some limitations and considerations. Detailed Read:

Hope it helps and Happy CRMing!

If you want to know more on Dynamics CRM, just get in touch.

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