Use faceted search to improve portal search

Portal content may be searched using filters based on characteristics of the content. Faceted portal searches allow customers to find their desired content faster than a traditional search through the filters implemented by this feature.

Out-of-the-box faceted search is enabled in your portals. To control and/or enable it follow these steps:

  1. Log into Dynamics and navigate to Portals > Website > Site Settings.
  2. Locate the Site Setting named Search/FacetedView and select it.
  3. Change the Value to True to enable or False to disable Faceted Search.

To disable a single piece of the Faceted View:

  1. Log into Dynamics and navigate to Portals > Web Templates.
  2. Select view to disable (i.e. Knowledge Management – Top Rated Articles)
  3. Click the Deactivate button at the top of the page.

Group entities as part of a record type for faceted view

The site setting Search/RecordTypeFacetsEntities allows you to group similar entities together so users have logical ways of filtering search results. For example, instead of having separate options for forums, forum posts, and forum threads; these entities are grouped under the Forums record type.

In Dynamics 365, navigate to Portals > Websites > Site Settings and open the Search/RecordTypeFacetsEntities site setting.

Notice that the different entities are preceded by the word Forums:. This is because the first value is the name with they are grouped as. This word will be translated based on the language that is being used on the portal.

Use faceted search to improve knowledge search results

Faceted search enables portals to have search filters on the left side allowing you to choose between items like forums, blogs, and knowledge articles. More filters are added for specific search types. For example, knowledge articles can be filtered by Record Type, Modified Date, Rating, and Products to help customers find the content they need. The right side also has a drop-down box that sorts results based on the customer’s choice of Relevance or View Count (specific to knowledge articles). Below is a screen capture with an example of some of the available filters.

Use filters to improve search results