Configuring Similar Records Suggestions in Dynamics 365

Through Similar Record Suggestions, users while working on a particular record inside Dynamics 365, can quickly find similar records and can use this information to better serve their customers. For example, while working on a case, users can find similar cases and can use the information in those similar cases to resolve the current case.

To configure Similar Records Suggestions in Dynamics 365:

1. Connect Text Analysis Connection with Dynamics 365, which we have already done earlier
2. Inside Dynamics 365, go to Settings | Data Management and select Similar Records Suggestions Settings.

3. Create a new Advanced Similarity Rules for the Case entity as shown in the following screenshot:

In the ADVANCED SIMILARITY RULE record:

• • Name: Specifies the name of the rule.
  • Source Entity: Specifies the entity on which the rule is being configured. It supports Lead, Opportunity, Contact, Account, Case, or a custom entity that has N - N relationship with them.
  • Description...