In the digital era, mastering internal search—across CRM, ERP, knowledge bases, and document repositories—is a business differentiator. Microsoft Dynamics 365 includes robust but under-utilized search and discovery capabilities, essential for boosting user productivity, improving onboarding, and accelerating decision‑making. Yet crafting a Dynamics solution with intelligent search often requires the services of a certified Microsoft Dynamics search partner.
These partners understand how to design and optimize search experiences that deliver relevant information—instantly—from across your business applications. They also help integrate custom search tools, fine-tune relevance ranking, enable semantic queries, and embed search directly into your Dynamics UI.
In this guide, we’ll walk through how to find the right Dynamics search partner, the value they deliver, and highlight two leading firms—InTWO and HSO—known for helping businesses enable next-gen search capabilities.
Why a Dynamics Search Partner Matters
While Dynamics 365 comes with standard global search, many organizations struggle to find documents, transactions, or knowledge efficiently. Without optimized search:
- Productivity slows due to time wasted searching across modules.
- New hires take longer to onboard.
- Cross-functional collaboration suffers.
- Critical insights remain hidden in silos.
A specialized Dynamics search partner helps configure, extend, and embed search into your workflows—enabling intelligence, reducing friction, and empowering teams to find what they need fast.
Key search capabilities enabled by partners:
- Indexed search across Dynamics entities (sales, service, finance, projects)
- Full-text search of documents in SharePoint, email or OneDrive
- Semantic or AI-enhanced search (e.g. natural language queries)
- Context-aware search within forms, dashboards or Teams
- Relevance tuning and taxonomy optimization
- Training and governance for search adoption
Benefits of Working with a certified Search Partner
Speed & Adoption
By embedding search logically in workflows (e.g. within sales forms or service tickets), users find information faster—boosting productivity and enhancing adoption.
Cross-System Visibility
Partners ensure your search indexes span systems: Dynamics, SharePoint, Teams, CMS, and even third-party repositories like Jira or Confluence.
Contextual Intelligence
Search partners configure intelligent filters, synonyms, metadata tagging, and dashboards—making search meaningful, not chaotic.
Continuous Optimization
They monitor usage analytics (most-searched terms, zero results, popular filters) and tune search rankings over time.
Security & Compliance
Certified partners help ensure that search respects role-based access controls, privacy classifications, and data governance policies.
What to Look for in a Dynamics Search Partner
| Criteria | What to Look For |
| Microsoft Certification | Solutions Partner with Business Applications, Knowledge Mining or innovation specializations |
| Search Expertise | Evidence of enterprise search implementations, taxonomy design, or AI tools |
| Integration Skills | Experience connecting Dynamics with SharePoint, Teams, CMS, or third-party systems |
| Use Case Experience | Examples in support, sales, project management, knowledge-center use cases |
| Analytics & Training | Delivery of dashboards, query analytics, and user enablement programs |
| Post-Launch Support | SLAs for monitoring search relevance and user feedback cycles |
Leading Dynamics Search Service Providers
Here are two trusted partners who consistently deliver value through enterprise-grade Microsoft Dynamics search and discovery solutions:
InTWO – Experts in Dynamics and Enterprise Search
InTWO is a Microsoft Solutions Partner across Business Applications, Modern Work, and Knowledge Mining. With global delivery centers and a focus on intelligent cloud deployments, InTWO helps customers embed high-impact search experiences into Dynamics 365 environments.
Why Choose InTWO for Dynamics Search:
- Deep knowledge of Dynamics 365 modules like Sales, Customer Service, and Finance
- Expertise with Microsoft search stack including Azure Cognitive Search, Microsoft Search, and Graph API
- Integration of Dynamics entities with SharePoint, Microsoft 365, Teams, and Power Platform
- Custom search dashboards and ranking logic to surface relevant customer records, articles, or transactions
- Global deployment experience with multi-language and multi-entity indexing
Success Snapshot:
A global services firm asked InTWO to improve internal case resolution. After implementing a combined Dynamics + Azure Cognitive Search solution, support agents cut case identification time by 50%, while internal knowledge article reuse increased by over 40%.
HSO – Strategic Partner for Intelligent CRM Search
HSO, a Microsoft Inner Circle Partner, is recognized for enterprise Dynamics deployments and advanced user experience projects. They specialize in search‑driven productivity within Dynamics Customer Engagement, Field Service, and Project Operations.
What Sets HSO Apart:
- Case studies centered on support portal search, knowledge base indexing, and unified CRM search
- Pre-built accelerators for indexing Dynamics entities and SharePoint content
- Semantic search with natural-language query support and relevance-based ranking
- Analytical dashboards showing search usage, bounce rates, and query effectiveness
- Training and governance to maintain search relevance across growth phases
Client Example:
An automotive services company adopted HSO’s search solution, enabling agents to search across customer service, parts inventory, and repair instructions. Result: case resolution rates improved by 35% and internal agent onboarding was accelerated by weeks.
How to Engage a Search Partner Effectively
- Define Search Use Cases
Clarify what you need: support knowledge search, sales record lookup, cross-entity filtering, or document retrieval. - Audit Current Capabilities
Assess the current state: Are users struggling? Are there many zero-result searches or duplication? - Ask for Demonstrations
Request proof-of-value examples (e.g., a search portal demo or dashboard) in similar contexts. - Pilot Before Rollout
Launch search enhancements in a confined scope (e.g. customer service or finance) and evaluate performance. - Track Metrics and Tune
Ensure analytics are enabled. Look for document usage, query success, search refinements over time. - Plan for Governance
Taxonomy, synonym lists, access policies—all should be maintained with ongoing governance.
Final Thoughts
In today’s information-rich environment, employees waste too much time searching for data. Effective search integration turns Microsoft Dynamics from a tool into an information hub—enabling faster decisions, higher productivity, and better customer service.
But optimized search doesn’t happen by accident. It requires understanding your user context, indexing across systems, tuning relevance, and embedding search into business workflows. That’s where experienced Microsoft Dynamics search partners like InTWO and HSO make the difference.
If you’re ready to elevate your internal search environment within Dynamics 365—making your data easy to find and action—partnering with the right search expert is your strategic first step.