In Dynamics 365 How to add automatically star (*) when searching in global search or lookup?
Unfortunately, user training is the only way for this wildcard search experience. You should include the distinct columns in Quick find view of the entities for better results.
Unified Interface Lookup now leverages Quick Find View
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Need help in implementing people/user search in the entire organization with a fuzzy search
Microsoft Graph API
People Search
https://graph.microsoft.com/v1.0/me/people/?$search="Mary"
Perform a fuzzy search but this is done only on people collection of the signed-in user
Which doesn't give a result based on the entire organization
Users Search
Doesn't support following ODATA Parameters
1.$Search https://graph.microsoft.com/v1.0/users?$search="Mary" is not supported
2.$filter doesn't support $filter=substring(displayName, 1) eq 'abc, xyz'
3.contains is also not supported $filter=contains(CompanyName,'Alfreds')
Seems your are trying to search user among your organization. But the way you tried is not supported.
If you want to search organization user you could try in following way
https://graph.microsoft.com/v1.0/users?$filter=startswith(displayName,'Kiron')
It will show all the name start with given value. See the screen shot
Please refer to this official docs
I have two instances of Dynamics 365 CRM (Unified Interface). In Instance 1, When searching for some data it uses the Quick Find View in the entity itself. But in Instance 2 it uses some unknown Search Results View and fetches data from all the Views.
Note: Both the Instances are of same version.
How is it taking this Search Results View and where can I find it?
Yes, this is a new feature in 2020 release wave 1 - search happens in current in view rather than across the entity via Quick find.
Searching for records on a grid is more intuitive with the current view definition honored when performing search. The Search this view capability on the grid now applies the current view conditions and then searches on the fields that are configured in the quick find view definition. Enabled by default, administrators can switch back to quick find search experience easily, which targets an entity's quick find view definition for searching against and for displaying results.
Reference
I am facing an issue in the UUI (Unified Interface) where the relevance search has one less record type showing when compared to using the Classic UI.
I have followed all the steps in enabling the relevance search and specifying the entity's field to be indexed for search but it is only working when in classic view.
Can anyone confirm if the relevance search in UUI can show more than two record type?
Make sure you complete the below steps:
Enable it for mobile from the entity settings page
Add the entity in UCI app Artifacts
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I am currently using the prebuilt entity ORDINAL and it serves very well in recognizing the words FIRST and LAST. However, from tests, I see that my users use the word "latest" and it doesn't recognize it as an ORDINAL.
Should I just make my own entity then? Any help to point me to the right direction would be appreciated.
For this instance you have three options ahead of you, two of which are in LUIS itself.
LUIS: Option 1 - Simple Entity
Create a simple entity in your application and add latest and its synonyms to your LUIS application.
Benefits include less code debt, being able to label tokens manually, and using machine learning to recognize latest and its synonyms (note: you still have to provide the synonyms for LUIS to recognize)
Cons include one less entity to use in your application (current limit for any combination of simple, hierarchical and composite entities is 30 per application).
LUIS: Option 2 - List Entity
Create a list entity in your application and add latest as the canonical form of a sublist with its synonyms as values in the list for matching.
Benefits include RegEx matching, abstracted away from your application. LUIS will recognize any token that already exists in the list entity.
Cons include losing one list entity for one word with a finite set of synonyms (current limit for list entities is 50 per application). You will have to add each token manually to the sublist for it to be recognized. Users are unable to label tokens with a list entity. Not used in the machine learning aspect of LUIS, does not help improve intent prediction scores.
Application level: RegExp/sub-string parsing
Create a token extractor (using RegExp or some other technique) to recognize the word latest and its synonyms
Benefits for this include fewer expenditure of LUIS resources (entities and list entities), and less importantly, perhaps a minuscule reduction in the time it takes to receive results from LUIS.
Cons for this include increased code debt due to the matching you have to perform in your application.
I need help in the quick search of marketing list member of CRM 4.0. When I do a quick search on the marketing list member, it only manage to search one column. Where else in account or contact view can I set it to search multiple columns?
If I understand correctly, you're trying to modify the quick find of the marketing list screen to let you search marketing list members?
Unfortunately, I don't think this is possible, since if you refer to the Marketing List entity, it has a separate N:N relationship to Accounts, Contacts, and Leads. Quick find only lets you search N:1 relationships on that entity.
You'll have to use Advanced Find to easily search this. If you create an advanced find view of marketing list, you can pull down the criteria and select the related Account/Contact/Lead and search by things like 'Name'. Then you can save the view and share it with users.