Amongst the various options to quickly lookup or search data in Dataverse / Dynamics 365, the most popular remain
1. Search box in the view – search within the view being listed
2. Advanced find search – you can setup your detailed search criteria for specific tables and columns and get the desired results
3. Dataverse search aka Relevance search – Global search box that lets you type a keyword and get the results by scanning records across entities and fields.
In this article, we focus on the update that Relevance search received in the last update cycle.
Let us start with what got me exploring this feature in depth
I see a search bar and type Mumbai – to see if it will search for records in Mumbai and as I type, the search list starts displaying matches as can be seen in the screenshot below with the option to show more results…
And I click show more and this is what I see
Could be a bug, if it shows in the drop-down, it should list them as well. And this is how it…
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More About This Author
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Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
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