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Microsoft Dynamics 365 | Integration, Dataverse...
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Search bar in dynamics 365 portals

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Posted on by 1,085

Hello Community Experts,

Please guide on how do i add the search bar on my page in portal so that it displays the forums, cases and knowledge articles in the drop down on the search bar

Kindly Guide

Best Regards,

Sumaira Noor

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  • Verified answer
    LeoAlt Profile Picture
    16,331 Moderator on at
    RE: Search bar in dynamics 365 portals

    Hi partner,

    The search bar appears in the homepage and navigation bar in default.

    pastedimage1586919138547v1.png

    If you could not find the search box in your portal, you could refer to the following ways.

    1.reset your portal or go to <portal URL>/_services/about and to rebuilt the search index.

    pastedimage1586919409844v2.png

    2.Enable the search bar in portals.

    Go to Dynamics 365 portal->Site Settings->search records with "Search" and you will get all the settings about search in portal.

    If you want to enable the search, set value to "true" in "Search/Enabled".

    pastedimage1586919563162v3.png

    If my understanding is not correct, please share more details

    Regards,

    Leo

  • Sumaira Noor Profile Picture
    1,085 on at
    RE: Search bar in dynamics 365 portals

    Thanks a lot for the response Leo

    I'm sharing more details below, please advise.

    In the first image which you have shared, if i click on knowledge base, it should show me the search bar with the drop-down like how it is showing in the home page.

    How do i achieve that?

    Kindly guide

    Best Regards,

    Sumaira Noor

  • Verified answer
    LeoAlt Profile Picture
    16,331 Moderator on at
    RE: Search bar in dynamics 365 portals

    Hi partner,

    Please follow the below steps.

    1.Go to Dynamics 365 Portals->Web Templates->Knowledge Base - Home.

    pastedimage1586937376625v2.png

    2.Add {% include ' Search ' %} before {% include 'Page Copy' %}.

    pastedimage1586937448982v3.png

    3.Save and refresh the knowledge base home page in portal. This will take a few seconds to sync between D365 and portal.

    pastedimage1586937318091v1.png

    Hope it helps.

    Best Regards,

    Leo

  • Sumaira Noor Profile Picture
    1,085 on at
    RE: Search bar in dynamics 365 portals

    Thanks a lot Leo, it helped a lot, one last question, how do i reduce the size of that search box and bring it to right?

    Best Regards,

    Sumaira Noor

  • Verified answer
    LeoAlt Profile Picture
    16,331 Moderator on at
    RE: Search bar in dynamics 365 portals

    Hi partner,

    Actually the search bar content is in Portals->Web Templates->Search.

    pastedimage1587020700750v1.png

    You could add custom CSS style or copy it to a new record like "search in KB" and add some custom CSS style and use it in KB web template.

    Hope it helps.

    Best Regards,

    Leo

  • Sumaira Noor Profile Picture
    1,085 on at
    RE: Search bar in dynamics 365 portals

    Thanks a lot for the response Leo

    Do i need to add the above search web template code by creating a new web template?

    Example: search in KB

    and add -> {% include ' search in KB ' %} to my knowledge base home web template?

    Also could you please guide on where to  add custom CSS style?

    Kindly guide

    Best Regards,

    Sumaira Noor

  • Verified answer
    LeoAlt Profile Picture
    16,331 Moderator on at
    RE: Search bar in dynamics 365 portals

    Hi Sumaira,

    We don't need to copy and create another new template, I found an easier way to customize the style of the search bar in KB home.

    As we said before we need to add "include search" in KB home template to show the search bar first, and let's do the following things.

    Go to KB Home web template, find the search content.

    For example I want to reduce the size of the search bar, we could put it into a DIV element, and add css styles for this DIV.

    pastedimage1587351614917v2.png

    We could see that the css style worked well.

    pastedimage1587351505168v1.png

    So you could add other css styles in this DIV to adjust the size of your search bar.

    Hope it helps.

    Best Regards,

    Leo

  • Sumaira Noor Profile Picture
    1,085 on at
    RE: Search bar in dynamics 365 portals

    Thanks a lot Leo

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