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.

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

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Select the entities you want and click ok.

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

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Above is sample for Account entity.

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

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

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It finds it using power of Azure! Great feature.

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

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There are some limitations and considerations. Detailed Read:

https://technet.microsoft.com/en-us/library/mt723654.aspx

Hope it helps and Happy CRMing!

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