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June 25, 2024

Configuring Dataverse Search in Dynamics 365 Customer Engagement

For any organization utilizing Dynamics 365 applications, empowering users with efficient and accurate search capabilities is crucial. Fortunately, Microsoft’s Dataverse Search functionality delivers a powerful solution for enhancing the search experience within Power Apps. 

Dataverse Search empowers users to locate critical information across the entire integrated database quickly and efficiently. This translates to a significant improvement in information accessibility, streamlining workflows and boosting productivity across your organization. 

Check out this example in Dynamics 365 Sales:  

While Dataverse Search delivers comprehensive results by default, it also offers significant customization capabilities to tailor the search experience to your organization’s specific needs. Administrators can define which tables and columns are searchable, ensuring only relevant information surfaces in search results.  

Additionally, filters can be applied to limit results based on criteria like creation date, with other facets empowering users to further refine their search using additional attributes. This level of control ensures Dataverse Search delivers the most relevant and actionable information to your team. 

Initiating Dataverse Search within your Dynamics 365 environment requires enabling the feature in the Power Platform admin center. This process involves navigating to the Settings section for your chosen environment, selecting “Product” followed by “Features.” Under the “Search” category, locate “Dataverse search” and toggle it to “On.” Following this simple activation and a potential indexing period, your users will gain access to the comprehensive search functionality within their model-driven apps. 

For more information about how Dynamics 365 Customer Engagement can help your business, please reach out to us at Sales@BondConsultingServices.com or you can click here to schedule a free consultation with one of our Dynamics specialists. Alternatively, you can always check out our YouTube channel for helpful product videos and recorded webinar walkthroughs.

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