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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Knowledge Base Search ...
Customer experience | Sales, Customer Insights,...
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Knowledge Base Search customization

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Posted on by Prudhvi Munagala 15

When i create case record, depends on the configuration we have. We want to filter the records in the knowledge search placed on the grid. Can we customize the filter on knowledge search?

1300.pastedimage1571228236510v1.png

How to filter the view in the new KB search in the screenshot. 

I have the same question (0)
  • LuHao Profile Picture
    LuHao 40,892 on at

    Hi Prudhvi,

    Since your D365's organization address URL appears in your screenshot, this may cause your private information to be leaked. I have covered the most important part of the URL for you.

    To filter the records in the knowledge search, you need to configure automatic filtering.

    Please refer to this document: 

    https://docs.microsoft.com/en-us/dynamics365/customer-service/add-knowledge-base-search-control-forms#configure-automatic-filtering

    For information on how to get into the configuration of the Knowledge Base Search control, please refer to this location in the same document:

    https://docs.microsoft.com/en-us/dynamics365/customer-service/add-knowledge-base-search-control-forms#add-the-knowledge-base-search-control-to-main-forms

    Ensure that Relevance search is enabled for automatic filtering to work. The Knowledge Article attribute must be added to the Knowledge Article Quick Find View. Ensure Source Entity Attribute is present on the form.

    pastedimage1571381589863v1.png

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