web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Unable to use Relevance Search to find notes/attachments

(0) ShareShare
ReportReport
Posted on by 10

Hi, I've configured the relevance search to look for notes and attachments. However, when I try to search using the file name or the title of the notes, it's still not showing up. Basically note entity isn't showing up at all. Any ideas? Any help would be greatly appreciated! Thank you so much.
1. Here is the record
pastedimage1576164630474v1.png

2. Here is the relevance search setting enabled
pastedimage1576164727657v2.png

3. Notes and Attachments added to the relevance search
pastedimage1576164768440v4.png

4. Tried search for the note displayed on the first image, no result
pastedimage1576164819224v5.png
pastedimage1576164839139v6.png

I have the same question (0)
  • swmcdonald Profile Picture
    10 on at

    Were you able to figure out the issue with this? I'm having the same issue with the Email entity not showing search results and all components are configured correctly (Relevance Search entities, Quick Find columns, etc...).

  • John Greaves Profile Picture
    5 on at

    I was able to achieve this by adding Notes and Attachments entities to the Model Driven App that I am working in. "Sales Hub" In my case.

    Hope that helps.

  • swmcdonald Profile Picture
    10 on at

    You are correct. We have a custom model driven app and realized that the Email, Notes, & Attachement entities had not been selected in the app designer. I think this is something that gets missed and this dependency isn't clear in the Relevance Search documentation. Thanks John.

  • Suggested answer
    MehranBre Profile Picture
    732 on at

    Hello,

    I also had search problem in Microsoft Dynamics until I developed my own solution.

    its simple and fast to use!

    You can use it now

    I think this is exactly what you wanted

    GitHub link: github.com/.../Microsoft-Dynamics-365-Advanced-Search

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 137 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 57

#3
Jimmy Passeti Profile Picture

Jimmy Passeti 50 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans