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How to force literal search in CRM when Full-text search is enabled

  • 1.  How to force literal search in CRM when Full-text search is enabled

    SILVER CONTRIBUTOR
    Posted 9 days ago

    Can you force CRM to do a literal search in CRM when Full-text search is enabled?
    Sometimes our users want to search for a specific text string, and not get  "like" extra results returned.
    For example, with only traditional literal search, querying for "Home Builders" finds  only records that specifically start with the string "Home Builders", such as "Home Builders of Ourtown" and "Home Builders of Chase County".
    A Full-text search would additionally find results such as "Home Town Builders", "Traditional Home Builders" and "Community College Student Home Builders Program".
    We have cases where users want to search for specific records, such as "Traditional Home Builders", and only get that record returned. Is there a way to force CRM to do a literal search when Full-text search is enabled?



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    Allison Briden
    Business Systems Analyst
    Energy Trust of Oregon
    Portland OR
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  • 2.  RE: How to force literal search in CRM when Full-text search is enabled

    SILVER CONTRIBUTOR
    Posted 9 days ago
    Hello Allison,

    I know exactly what you mean, as we're struggling with the same problem. Last year, at the EMEA Summit in Dublin, I have pitched this question to a number of MVPs, but unfortunately none of them was able to come up with any solution.

    Regards,


    Jan

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    Jan Van Haver
    G DATA Software AG
    Bochum
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  • 3.  RE: How to force literal search in CRM when Full-text search is enabled

    TOP CONTRIBUTOR
    Posted 9 days ago
    @Allison Briden - I just tried a few tests in our system and I was able to put quotes around the search term to return specific records. In your case of searching for "Traditional Home Builders", be sure to put quotes before and after.

    Now, I'm not sure if you have Relevance Search turned on, but this method only worked using the Relevance Search. I tested the Categorized Search and this did not work.​

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    Aaron Back, MCP
    Sr. Microsoft Dynamics 365 Consultant
    www.acemicrotech.com
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
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  • 4.  RE: How to force literal search in CRM when Full-text search is enabled

    GOLD CONTRIBUTOR
    Posted 8 days ago
    Edited by Craig Heier 8 days ago
    EDIT: I misread your question, my suggestion is the opposite of what your requesting.

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    Use the asterisk (*) for a wildcard. For example Search for *Home*Builders*

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    Craig Heier
    CRM Administrator
    BCC Software
    Rochester NY
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  • 5.  RE: How to force literal search in CRM when Full-text search is enabled

    SILVER CONTRIBUTOR
    Posted 8 days ago
    Thanks, @Aaron Back, MCSE .
    Unfortunately, Relevance search is not available in our 8.2.2 On-premises implementation.



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    Allison Briden
    Business Systems Analyst
    Energy Trust of Oregon
    Portland OR
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  • 6.  RE: How to force literal search in CRM when Full-text search is enabled

    GOLD CONTRIBUTOR
    Posted 8 days ago
    Allison,

    Does your On Prem have the ability to filter in a view? If so, can you simply do a filter for Starts/Begins With or Equals on the Account Name (or whichever) field?

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    Julie Reynolds
    Enterprise Information Steward II
    Brotherhood Mutual Insurance
    Fort Wayne IN
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  • 7.  RE: How to force literal search in CRM when Full-text search is enabled

    SILVER CONTRIBUTOR
    Posted 7 days ago
    Thanks for the idea, @Julie Reynolds !
    That would work in a view. I just want that capability in the global search and entity search. It looks like I can't have the best of both search worlds​ unless I migrate to Online and use Relevance search. :(

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    Allison Briden
    Business Systems Analyst
    Energy Trust of Oregon
    Portland OR
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