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Customer experience | Sales, Customer Insights,...

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How can I perform a word search through attached Word.doc and PDF Documents in CRM (2016)

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Posted on by CandiMan

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We have on Prem 2016 CRM licensed and installed here.

I need to search attached Word Documents or PDF (they are resume's) so is there either a PlugIn or Solution somebody can recommend please?

Any help will be exceptionally valuable.

Thanks

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Doug Pitcher 1,280 on at

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Are you talking about Relevance Search? Are you trying to do this but on prem not through azure: https://joegill.com/search-attachments-content-relevance-search/

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CandiMan 5 on at

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We are on Dynamics 2016 and on Prem yes.

We are trying to word search in attached documents (PDF, Word and XL)

Can't get it going ...

Cheers

Jeremy

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