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Home » Power Platform » Dynamics 365 » Search Attachment Content with Relevance Search

Search Attachment Content with Relevance Search

7th August 2017 by Joe Gill

Relevance Search was added to Dynamics 365 in the December 2016 release and it utilizes Azure search to index the data in Dynamics and to sort it based on relevance. What you may not be aware of is that it will also search the content of attachments. It will search all your common document types including Word, Excel and PDFs. The nice thing about it is that it shows a snippet of the content to give you an idea of its context.  This can be very useful for companies like recruitment agencies who store CVs as Notes attachments in Dynamics.

Search Attachment Content with Relevance Search Joe Gill Dynamics 365 Consultant

Like much functionality in Dynamics 365 you can configure relevance search with just a few clicks. To enable Relevance Search goto to settings and check the relevance search checkbox.

Search Attachment Content with Relevance Search Joe Gill Dynamics 365 Consultant

 

Then select the entities you want searched. Here I have select notes

Search Attachment Content with Relevance Search Joe Gill Dynamics 365 Consultant

Just a couple of things to note about relevance search. The first is that it is completely free however you will pay for storage if you go over your storage limits and storage in Dynamics is not cheap. Relevance search indexes in the background so newly added or changed content may not appear immediately.

An idea worth considering also is to use hasthtags within Dynamics or your attachments to help tag and find records.

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Filed Under: Dynamics 365 Tagged With: dynamics 365

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Joe Gill

Microsoft Business Applications MVP – Power Platform, Dynamics 365 and Azure.

An architect with over twenty years experience designing and developing technology solutions. Specializing in the Microsoft technology stack including Power Platform, Dynamics 365 and Azure. Microsoft MVP Profile

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