Lisa is right now consulting with Jim, the process improvement manager at Acme Ltd. Jim wishes to improve the way users in the organization can search CRM data for certain important entities, such as Account, Contact, and so on. Lisa starts researching on the options available in CRM 2016 online to improve the search functionality.
Right now, when users in the CRM system search for data, for example, by the datum keyword to locate a datum account, the search yields no result, as you can see in the following image:
Lisa can perform the following steps to sort this out. Please note that Relevance Search is only applied to the Microsoft Dynamics CRM 2016 Online version. Relevance Search returns search results sorted by relevance, in a single list. Categorized search returns search results grouped by entity types, such as...
