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Customer experience | Sales, Customer Insights,...
Answered

Relevance search returning Contacts first

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Posted on by 1,299

Hi Experts,

I have an odd problem not sure if i am making a mistake, we have configured Relevance search and for some reason it will always return the Contacts first though there will be an Account that matches 100% exactly to my search criteria. So the account will be pushed below and i have to scroll to it or on the left click on accounts filter. Please let me know if there is something that can be done to it.

Thanks in advance for your help

I have the same question (0)
  • Suggested answer
    ba365guy Profile Picture
    2,950 on at

    Hi Davyjones

    Please define the sequence of the entities in your categorized search configuration. Please use "Move Up" / "Move Down"

    pastedimage1577505008801v1.png

  • Suggested answer
    Mustafa Sabir Profile Picture
    on at

    Please refer below article to understand how relevance search works.

    https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/administering-dynamics-365/mt723654(v=crm.8)?redirectedfrom=MSDN#BKMK_EnableSearch

    You will have to configure only those entities and fields which are required as per your need.

    1. Go to SettingsCustomizations.
    2. Click Customize the System.
    3. Under Components, expand Entities, and then click Configure Relevance Search.
    4. The Select Entitiesdialog box opens. Click Add to select the entities for the search results. When you’re done, click OK.
    5. Click Publish All Customizationsfor your changes to take effect.

    Configure searchable fields for Relevance Search.

    1. Go to SettingsCustomizations.
    2. Click Customize the System.
    3. Under Components, expand Entities, and then expand the entity you want.
    4. In the navigation tree, click View. Double-click Quick Find View. The following illustration shows the Quick Findview for the Account
    5. Click Add Find Columns. In the dialog box, select the fields you want to add to the search index. When done, click OK. In the following illustration, you see the Account entity fields added to the external search index.
    6. Repeat the steps for the View Columns.
    7. Click Publish All Customizations for your changes to take effect.
  • Suggested answer
    ashish12 Profile Picture
    3,079 on at

    docs.microsoft.com/.../mt723654(v=crm.8)

  • Davyjones Profile Picture
    1,299 on at

    @ba365guy Thank you for the response, will making changes for the categorized search change relevance search too? Because in the categorized search configuration i have it in the correct order.

  • Davyjones Profile Picture
    1,299 on at

    @Mustafa I have configured it, its not returning the Account first but contacts when we search

  • Suggested answer
    ba365guy Profile Picture
    2,950 on at

    Hi Davyjones

    Yeah...specific to relevance search i understand the issue. Have you added fields like this:

    Entity Contact: Full name, Account (lookup)

    Entity Account: Company Name, Primary contact

    Relevance Search uses the same default scoring concepts as Azure Search. Scoring refers to the computation of a search score for every item returned in search results. The score is an indicator of an item's relevance in the context of the current search operation. The higher the score, the more relevant the item. In search results, items are ranked in order from high to low, based on the search scores calculated for each item. By default, a search score is computed based on statistical properties of the data and the query.

    The results are ranked by search score before they’re returned. Search score values can be repeated throughout a result set. For example, you might have 10 items with a score of 1.2, 20 items with a score of 1.0, and 20 items with a score of 0.5. When multiple hits have the same search score, the ordering of same-score items isn’t defined, and isn’t stable. Run the query again and you might see items shift position. Given two items with an identical score, there is no guarantee which one appears first. 

    Configuring the sequence is not in our control. 

  • Davyjones Profile Picture
    1,299 on at

    Yeah, I know this, thats why it was a little wierd.

  • Verified answer
    ba365guy Profile Picture
    2,950 on at

    Relevance search is like we give the system (azure search) responsibility to get the the relevance fo what we type and search through multiple entities.... If we have the control over the sequence of entity search, the advantage of the algorithm that relevance search offers might not be fully utilised.

    This is the reason, the control is not with the user/ administrator. Rathor the control is with the algorithm.

  • ba365guy Profile Picture
    2,950 on at

    Hi Davyjones

    Is the query resolved? If yes, don't forget to close the thread.

  • Davyjones Profile Picture
    1,299 on at

    Its not resolved but i think we cannot do anything more on this since we have no way to control it. Thank you for helping me out in this

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