How does Adaptive Search work in the Microsoft 365 add-in?
For the Microsoft 365 add-in, Oracle's Adaptive Search works on these dynamic choice lists:
- Accounts
- Contacts
- Opportunities
- Leads
To begin the search, users start typing few characters and click the search icon. Based on the setup, the add-in returns the search results for you.
Let's understand this with an example. You're creating an appointment in the add-in, and
you want to associate an opportunity with that appointment. The Sales application may
contain hundreds of opportunities, and searching for one, especially if you have
forgotten the name, can be challenging. If the administrator has enabled Adaptive Search
and keyword search on opportunity attributes like the account, the contact, or the
creation date, you can search for your opportunity by entering a value for any of these.
For example, you remember that you created the opportunity in May; you can search with
the keyword: 5/.
You begin the search on the fly. You can see all the opportunities that contain
5 or 5/ in the name, creation date, or any
attribute enabled for Adaptive Search. Simply select the opportunity and save the
appointment you were creating.