In the recent release, Microsoft added one powerful feature called ‘Global Intelligent Search’. In this blog, we will see how the admin can enable this for the organization and how it helps the user, and some tricks to get quick results.
Enable Relevance Search:
- In the Power Platform admin center, select an environment.
- Select Settings> Product > Features.
- Under Search, set Relevance Search to On.
- Select Save.
Note: Once you enable this option it will take 5-10 min.
Click Here to Know more about relevant search configuration.
Once Admin is done with enabling and configuring the option then within CRM a search option will be available on the top.
Now we will show you some tricks so that you can easily find records quickly using binary operations.
1. Here, first I entered ‘Contoso’ and saw that it is showing all the records with the word Contoso.
2. Next, I entered the Account name + primary contact name as ‘Contoso + Calvin’ and it displayed only those records whose account name starts with Contoso and primary contact is Calvin. So, by using ‘+’ button you will get an exact match.
3. But now, I’m looking for a record where the account name contains Contoso or contact person is Calvin. In this situation, I’ll use ‘Account name | primary contact name’ format i.e., ‘Contoso | Calvin’. Now it displayed all the records whose account name starts with Contoso and primary contact is Calvin. Here by using ‘|’ button, I will get all the records whose account name is Contoso or primary contact is Calvin.
4. Similarly, now I want all accounts to start with Contoso but primary contact should not start with Calvin. For this, I will search by using Account name + (-Primary contact name). So I will enter ‘Contoso –Calvin’ in the search option and it will get all account records except the primary name starting with Calvin.
5. Sometimes it happens that you don’t know exact spelling or you just know the start or end word of any field. In this case, you can use ‘*’ before or after any word so it will give all the records as per the asterisk mark. In the below case, I entered ‘Con*’ so it will get all records starting with Con.
6. If you are looking for an exact match then just enter the word in the double quotation so it gets only those records which are exactly matched.
Also, when we search for any records then we mostly perform some common actions. These are now by default available within the search result called as ‘Quick Actions’. So, now you don’t need to open the records to perform an action. You can simply search for the records and perform actions as the actions are available there itself as shown below.
In the next blog, we will see how Quick Actions can be configured.