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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
2. Here is the relevance search setting enabled
3. Notes and Attachments added to the relevance search
4. Tried search for the note displayed on the first image, no result
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
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.
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.
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...).
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