Getting Started With Insight Panels

Coveo for Microsoft Dynamics 365 offers three ways to search your content (see Searching With Coveo in Dynamics). The most likely to increase user proficiency is the Insight panel, which is meant to be embedded in entity forms (see Coveo Insight Panel). With the Insight panel, users can search your content without leaving the entity page with which they are working and get additional information while reading a page or creating a new entity.

Coveo for Microsoft Dynamics 365 includes JavaScript Search Framework extensions specific to Dynamics (see JavaScript Search Framework). These extensions are search interface components and can be easily added to an Insight panel embedded in an entity form via the Interface Editor (see Search Pages Components, Components, and Editing a Search Page). They then allow Coveo for Microsoft Dynamics 365 to interact with entity forms, thus increasing the relevance of the content proposed in the panel, among other things (see Understanding Entity Context and Search Pages Components).

To leverage the full potential of the Insight panel, you must first add the panel to the desired entities, and then enable the interactive use of the entity context. Follow the steps below to implement an Insight panel powered by Coveo Machine Learning (see User Experience Improvement and Customization). You can choose to stop after step 2 or 3, but if you do, entity context will not influence the search results, and your users will have to type keywords in the search box to find what they need next (see Understanding Entity Context).

To implement an Insight panel and leverage entity context

  1. Create an Insight panel search page desired entity forms (see Classic and Insight Panel Search Pages and Creating a Search Page).
  2. Embed the Insight panel in the desired entity form (see Adding a Coveo Search Page to an Entity View).
  3. Optionally, edit your search page to add User Interface and Search Results components (see Search Page Components and Editing a Search Page).
  4. Read more about entity context and decide whether you want to leverage it in your Insight panel (see Understanding Entity Context).
  5. Enable Machine Learning in your Coveo organization (see Activating Intelligent Term Detection).
  6. Optionally, add UI Settings components to your Insight panel to leverage Coveo Machine Learning suggestions and other options (see Leveraging Entity Context in the Insight Panel).
  7. Optionally, leverage entity context in your full search page too (see Leveraging Entity Context in a Full Search Page).
  8. Optionally, use the Liquid syntax and search page components to further customize your search page (see Contextual Queries and Liquid Objects and Search Page Components).

Machine Learning needs to gather some data to analyze before it can return suggestions. In the meantime, ITD falls back on the $Some Query component, which also extracts keywords from strings (see $some). Once Machine Learning has learned from search page users’ behavior, it takes over, and its suggestions will evolve as it keeps learning and analyzing.