{"id":28562,"date":"2021-07-08T11:21:36","date_gmt":"2021-07-08T11:21:36","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=28562"},"modified":"2021-09-01T09:26:59","modified_gmt":"2021-09-01T09:26:59","slug":"how-to-get-quick-results-by-using-global-intelligent-search","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2021\/07\/how-to-get-quick-results-by-using-global-intelligent-search\/","title":{"rendered":"How to get quick results by using \u2018Global Intelligent Search\u2019"},"content":{"rendered":"

Introduction:<\/h2>\n

In the recent release, Microsoft added one powerful feature called \u2018Global Intelligent Search\u2019. 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.<\/p>\n

Enable Relevance Search:<\/strong><\/p>\n

    \n
  1. In the\u00a0Power Platform admin center<\/a>, select an environment.<\/li>\n
  2. Select\u00a0Settings<\/strong>>\u00a0Product<\/strong>\u00a0>\u00a0Features<\/strong>.<\/li>\n
  3. Under\u00a0Search<\/strong>, set\u00a0Relevance Search <\/strong>to\u00a0On<\/strong>.<\/li>\n
  4. Select\u00a0Save<\/strong>.<\/li>\n<\/ol>\n

    \"Global<\/a><\/h2>\n

    Note: Once you enable this option it will take 5-10 min.<\/em><\/strong><\/p>\n

    Click Here<\/a><\/em><\/strong> to Know more about relevant search configuration.<\/em><\/strong><\/p>\n

    Once Admin is done with enabling and configuring the option then within CRM a search option will be available on the top.<\/p>\n

    \"Global<\/a><\/p>\n

    Now we will show you some tricks so that you can easily find records quickly using binary operations.<\/p>\n

    1. Here, first I entered \u2018Contoso\u2019 and saw that it is showing all the records with the word Contoso.<\/p>\n

    \"Global<\/a><\/p>\n

    2. Next, I entered the Account name + primary contact name as \u2018Contoso + Calvin\u2019 and it displayed only those records whose account name starts with Contoso and primary contact is Calvin. So, by using \u2018+\u2019 button you will get an exact match.<\/p>\n

    \"Global<\/a><\/p>\n

    3. But now, I\u2019m looking for a record where the account name contains Contoso or contact person is Calvin. In this situation, I’ll use \u2018Account name | primary contact name\u2019 format i.e., \u2018Contoso | Calvin\u2019. Now it displayed all the records whose account name starts with Contoso and primary contact is Calvin. Here by using \u2018|\u2019 button, I will get all the records whose account name is Contoso or primary contact is Calvin.<\/p>\n

    \"Global<\/a><\/p>\n

    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 \u2018Contoso \u2013Calvin\u2019 in the search option and it will get all account records except the primary name starting with Calvin.<\/p>\n

    \"Global<\/a><\/p>\n

    5. Sometimes it happens that you don\u2019t know exact spelling or you just know the start or end word of any field. In this case, you can use \u2018*\u2019 before or after any word so it will give all the records as per the asterisk mark. In the below case, I entered \u2018Con*\u2019 so it will get all records starting with Con.<\/p>\n

    \"Global<\/a><\/p>\n

    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.<\/p>\n

    \"Global<\/a><\/p>\n

    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 \u2018Quick Actions\u2019. So, now you don\u2019t 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.<\/p>\n

    \"Global<\/a><\/p>\n

    In the next blog, we will see how Quick Actions can be configured.<\/p>\n

    \"\"<\/a><\/p>\n

    \n","protected":false},"excerpt":{"rendered":"

    Introduction: In the recent release, Microsoft added one powerful feature called \u2018Global Intelligent Search\u2019. 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\u00a0Power Platform admin center, select an environment. Select\u00a0Settings>\u00a0Product\u00a0>\u00a0Features. Under\u00a0Search,\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,19,38],"tags":[2338,1351],"class_list":["post-28562","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-dynamics-crm","category-microsoft-powerapps","tag-global-intelligent-search","tag-power-platform"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/28562","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=28562"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/28562\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=28562"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=28562"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=28562"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}