Understand knowledge base search mechanisms

Applies to Dynamics 365 (online), version 9.x

Setting up a comprehensive knowledge base is the key to increased customer satisfaction and improved productivity. A knowledge base is created to help the customer service reps with solutions to the most common issues, so that they can assist customers quickly.

Use this topic to understand how various search mechanisms work in a knowldege base, and how a customer service rep can view accurate search results based on the client, application, or keyword they use to search the knowledge base.

See the following section to learn the types of search mechanisms available:

Understand search mechanisms

  • Full-text search: Lets you run full-text queries against character-based data in SQL Server tables.

    More information: Full-text search

  • Relevance search: Lets you search across multiple pre-defined entities and returns result sorted by relevance.

    More information: Relevance search

    See Configure Relevance search to learn how to configure Relevance search to improve search results and performance.

    To better understand the various searches used in Dynamics 365 and how they can be compared, see Compare Dynamics 365 searches.

Search the knowledge base

You can search the knowledge base from the following areas in the Customer Service Hub app:

  • Knowledge base search control. In the app, select a case by navigating to Service > Cases. In the Related section (also known as Reference panel), select Knowledge Base Search and search for knowledge articles using keywords in the search box.

    Knowledge base search control

    To explore more options in the knowledge base search given in the Related section, see Search for knowledge articles.

    Note

    Knowledge base search control is available out of the box in a case entity. The previous procedure describes how the control can be accessed in the Customer Service Hub app.

  • Quick find in Grids. In the app, go to Service > Knowledge Articles, and select the search box to search the knowledge base using keywords.

    Quick find search

  • Global search. Select the Search icon on the navigation bar to do a global search for knowledge base articles. Global search lets you use Categorized search or Relevance search.

    Global search

Note

You can also search the knowledge base using Portals. See Use faceted search to improve portal search.

With each of the previous search areas, the search results might vary based on the underlying search mechanism used:

Version Search areas Search mechanism
December 2016 Update for Dynamics 365 (online)
&
December 2016 Service Pack for Dynamics 365 (on-premises)
- KB search control
- Quick find in Grids
Full-text search
- Global search Categorized search
Dynamics 365 (online), version 9.0 - KB search control Relevance search/ Full-text search (based on what you configure)
- Quick find in Grids Full-text search
- Global search Relevance search or Categorized search (based on what you configure)

See also

Add the Knowledge Base Search control to forms

Create and manage knowledge articles