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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Search by relevance - ...
Customer experience | Sales, Customer Insights,...
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Search by relevance - order of tabs and records

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Posted on by Carlos Mario 60

Good afternoon,

Reading the Microsoft documentation on the new relevance search (using Dataverse), I have seen that they mention that the tab order is established by the relevance of the records determined by the system. This raises the following question:

- What criteria does the search use to establish the relevance of each tab or each record?

I attach the link to the documentation:
learn.microsoft.com/.../relevance-search

Thank you very much in advance!
Best regards

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  • Suggested answer
    Steve Zhao2 Profile Picture
    Steve Zhao2 Microsoft Employee on at

    Hi Carlos,

    When you enable the dataverse search, there are some default tables and columns are indexed. When you search records, the system would match the 'search Text' with the index. If match, the system would return the record.

    You could also configure it manually, please refer to this doc to know how to configure the indexed tables and columns: Configure Dataverse search to improve search results and performance - Power Platform | Microsoft Learn

    Here are also some known FAQ about Dataverse search:

    FAQ for Dataverse search - Power Apps | Microsoft Learn

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