Dataverse, Dynamics 365

Updating Dataverse Tables Used in Global Search for Model-driven Apps

Posted by Heidi Neuhauser

Dynamics 365, as a model-driven app, will use Dataverse search to power its global search functionality.

Any Production environment with 2021 release wave 2 or more recent will have Dataverse search set to ON by default (except for those using their own encryption key). Any non-production environment will need Dataverse search turned on.

What is Dataverse search?

(Source: Microsoft Documentation) Dataverse search delivers fast and comprehensive search results in a single list, sorted by relevance. As an administrator or customizer, you’ll be able to enable and configure Dataverse search as described below. Quick Find views are used for configuring Dataverse search, so you can manage global search, quick find, and lookup search behavior in one single place.

With Dataverse search enabled, a search box is always available at the top of every page in all the model-driven apps in the environment. Users can start a new search and quickly find the information they’re looking for, from the searchable tables included in the app. Dataverse search also becomes the default and only global search experience in all model-driven apps in the environment.

Dataverse search helps you quickly find what you’re looking for. It delivers fast and comprehensive results across multiple tables in a single list, sorted by relevance. In addition, Dataverse search has the following benefits:

  • Fast and accurate search: Provides a precise and quick search experience for model-driven apps, and performance that’s superior to quick find search, formerly known as categorized search.
  • Suggested results as you type: Finds what you’re looking for and shows you the top results, as you type.
  • Better matching: Finds matches to any word in the search term for columns in a table. Provides a better user experience compared to quick find search, where all words in the search term must be found in one column.
  • Smart: Finds matches that include inflectional words such as streamstreaming, or streamed.
  • Search across documents in Microsoft Dataverse: Includes search results for text in documents that are stored in Dataverse such as PDF, Microsoft Office documents, HTML, XML, ZIP, EML, plain text, and JSON file formats. It also searches text in notes and attachments.
  • Understanding of underlying data: Understands data types like Choice and Lookup, so it can effectively interpret a search query that includes multiple search terms.
  • Operators for advanced search: Lets you use simple Boolean operators in your search term and craft the query to get the results you want.
  • Intelligence: Applies AI technology to interpret natural language such as misspellings, common abbreviations, and synonyms to deliver quality results.

For more information about Dataverse search, see Search for tables and rows by using Dataverse search.

Video: 2 Ways to Optimize Dataverse for Global Search in Model-driven apps

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