Classic and Insight Panel Search Pages

In the Search Pages page, you can create two types of search page (see Editing a Search Page):

  • Classic search pages

  • Insight panel search pages

Classic search pages use the default Coveo search interface. They’re best displayed in an entire page, as the space taken by each component isn’t minimized. For instance, in a classic search page, each search result takes up five lines by default. When one clicks a search result link, the desired item opens in the same tab/window, in place of the search result page. A search page of this type should be displayed on its own, rather than embedded within a page (see Coveo Search Page).

Insight panel search pages, however, use a different search interface (see Searching With Coveo in Dynamics). This interface provides an optimal layout for search pages embedded in a small space, such as in a Coveo Insight search panel (see Adding a Coveo Search Page to an Entity View and Getting Started With Insight Panels). Only the most important features are displayed, and search results are condensed, so that more search results can be displayed in a limited space. Moreover, when one clicks a search result link, the desired item opens in a new tab/window rather than in place of the search result page for optimal display.

The following example shows the same search in the two search pages types.

Classic page:

Classic search page

The minimalist Insight panel search page fits more search results in the window, and one has to click Filters to further filter the results (see Filters):

Insight search page

Among the Coveo JavaScript Search Framework components that are exclusive to Coveo for Microsoft Dynamics 365, some are common to both classic and Insight panel search pages, and some are specific to Insight panels (see JavaScript Search Framework and Search Page Components). The latter, when added to an Insight panel embedded in an entity form, allow interaction between an entity page and the Insight panel for more user proficiency. Using these components, you can implement dynamic, proactive item suggestions based on the content of the entity page, so that search results relevant to the entity are automatically displayed, without requiring any input from the user (see Understanding Entity Context and Getting Started With Insight Panels). You can also use interactive result options to enrich your Dynamics content. For instance, you can save search results in the entity page you’re viewing for future reference.

Using an Insight panel search page in an Insight panel only isn’t an obligation–you could also create a classic search page, customize it, and use it in an Insight panel. Regardless of the search page type you choose when creating your page, you can customize the original search interface (see Editing a Search Page). You can therefore add features to an Insight page or make the interface of a classic search page more compact.

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