Relevance Search- Get the Most out of it in Dynamics 365 (Online)

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In today’s tech oriented world, everyone is seeking new ways of the global search experience. Keeping this in consideration, Relevance Search has been introduced. More like a search engine like Bing, this platform offers you global search experience to the important application of your business powered by Azure Search.

Relevance Search- Explanation

Relevance Search is a comprehensive and fast search that permits you to search a wide range of entities. The outcomes then get back to you dependent on the relevance. You will get search results instantly sorted by relevance. The administrators and system customizers get complete control on the data that is syncing and searchable to the search index. The Relevance Search has been supplemented as an option to the prevailing search features of Dynamics CRM. You can, however, continue making use of multiple entities Quick Find or sole-entity Quick Find on the entity grip from Search Dynamics 365 on the routing or navigation bar.

Working of Relevance Search

Indeed, knowing how RS works is important to understand in details, but on the other hand, understanding what it is doing is more crucial. Because it is making use of Azure Search Functions that indicated that your data will be synchronized with Azure. When you start with this, you will discover that the process begins in the background and it will take around 15 minutes to be shown in the search results. When you enable RS initially, you could discover a delay for the primary synchronization with Azure. the

Working with Relevance Search, it is not a rocket science. When a System Administrator facilitates Relevance Search, the enabled entities data is synced completely to the data changes as well as search index start to sync repeatedly. When you start with the search of something, it is carried out from the Azure Search Index. The results got back with a match in order to any word you are searching in the main language of your Dynamics 365 App.

Benefits of Relevance Search

Perhaps, there are many benefits of Relevance Search. Let us explore them in details:

  • RS helps in improving the performance with Azure Search Technology and External Indexing.
  • It can find matches of any random work in any field and in any entity. The inflectional words matches can be like, streaming, stream or streamed.
  • In the result list, you can see that all matches are highlighted.
  • It allows returns outcomes from searchable entities in a single list that is sorted by the relevance, depending on the factors like their nearness to each other within the text or the number of matched words.
  • It offers completely customized by the administrators of Dynamics 365. You can also choose the fields and entities used by the RS.
  • As the index is in Azure, it won’t affect the consumption of storage in the base of Dynamics 365.

Indeed, there are many indirect benefits of Relevance Search like improved responsiveness as compared to conventional Quick Find, especially when a wild card was used earlier. With the results provided by Azure Search, Relevance Search can reduce the load on your Microsoft dynamics CRM application completely, improving users experience.

What is New in Relevance Search?

In a previous update, you might be familiar with RS from the preview of the public. However, when switching from preview to general, there are some latest and new release capabilities that should be considered.

  • Availability for Mobile Clients- Relevance Search was available in the web browser client during the preview. However, now this search is available for Mobile Edge, iPhone, and iPad.
  • Find your Results using Filters and Facets- When you narrow down your search results, it becomes easy to find what you are seeking, especially when a simple term you are searching offer many matches relying on your organization’s size.
  • Configuration for End-User- System Customizers can configure all fields available for faceting by using Quick Find View of the entity as the entity level facets are very customizable.

Conclusion

If you are looking for greater flexibility than Relevance Search is the right solution. This application enables filtering options like modified on, created on, owner and record type. However, if you are using a particular record type extra filtering option, then also it can be available.

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About the Author: Rajnikant

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