NOTE: This article originally existed on the short-lived site, Tekki Gurus.  It was original written back in 2023.  Where some functionality described below may have updated slightly, the overall goals of the post are the same
Microsoft Search is a platform designed to elevate your organization’s productivity. Through seamless integrations with Microsoft 365 and other outside services, it has revolutionized the way people discover and access content across their organizations. It is the first search system to provide a unified search results view across multiple applications and devices, and this is helping people uncover valuable information more consistently, no matter how they interact with 365. Since being announced back in 2018, Microsoft Search has grown into a truly unified search experience and is continuing to grow every day.

Where Microsoft Search’s out of the box experience provides highly tailored search results based on specific organizations and individuals, the true power is the ability for organizations to customize the experience to meet its unique needs. This is accomplished through an extensive suite of functions and integrations that can be managed to better target the searchability experience.

These customizations can be broken out into three different categories:
  • Providing org-specific Answers to frequent queries
  • Changing the look-n-feel of the search results by creating unique verticals, item displays (result types) and filters
  • Integrating external data through Graph Connectors, SharePoint Syntex and Microsoft Viva Topics
This first article in the series will explore Answers and how its components can be leveraged to provide people with a relevant search experience.

Introducing Answers in Microsoft Search

Answers in Microsoft Search was one of the first released features available when it debuted back in 2018. Initially portrayed as individual components, Answers is a compilation of functions that give organizations the ability to provide direct, concise, and relevant information within the search experience. The ability to promote ‘answers’ helps eliminate the time and effort typically needed to find the correct information by looking through multiple sources.

This article will examine four key types of Answers: Acronyms, Bookmarks, Questions & Answers, and Locations. Each one solves a different kind of common findability issue and provides a unique management experience for both search administrators and specific subject matter experts.

Acronyms

Acronyms gives the ability to provide a standardized set of explanations around common organizational acronyms and terms. Every organization has its own internal language (some have many) and creating a common understanding around popular acronyms can help bridge communication gaps inside any workplace.

Acronyms can be viewed in search results based on a specific query triggering their appearance. To trigger an Acronym result, a query must be typed in a specific format like ‘DIET’ or ‘What is a DIET’ or ‘DIET definition’ (see Figure 1). You can view a complete listing of acceptable query phrasing here under the ‘What users experience’ section.
DIET acronym showing up as Do I Eat Today?Once triggered, the display will show as the topmost result returned in the ‘All’ search vertical (this behavior is the same across all Answer types).

Acronyms can be created, both manually or through bulk import, by Search admins and Search editors (subject matter experts). Along with other answer types, management is accomplished through the Global Admin Search & Intelligence interface, which can be viewed below in Figure 2.
screenshot of Search & Intelligence DashboardWhen creating an acronym, admins have a much more limited set of properties compared to other Answer types.

Besides basic information to help people understand the meaning, admins can only add information on the source of the Acronym.
Screenshot of DIET acronym when clicked on in Search & Intelligence dashboardWhere Acronyms is probably one of the most useful Answer types, it is also one of the hardest to implement well. In many organizations, acronyms have different meanings to different people, departments, and locations. Search editors must take this into account and create a solid strategy to address these discrepancies. Compounding the challenge, currently Acronyms do not allow the targeting of specific audiences to see certain terms versus others. Targeting is currently only available for Bookmarks and Q&As.

Bookmarks

Bookmarks replaced promoted results from SharePoint classic search and allow organizations to provide ‘quick clicks’ to frequently used links or resources. Bookmarks to HR, benefits, payroll, and other line of business systems are quick wins for organizations of any size.

The search results view of Bookmarks is simplistic and provides only basic information (see Figure 4).
screenshot of Trunk Monkey search resultUnlike Acronyms, Bookmarks has a much larger set of properties that can be worked on by administrators and editors. screenshot of Search & Intelligence DashboardWhere the end user display is simply a title, URL and description, other properties, such as keywords and targeting settings can be used to better accommodate the search results experience. Figure 6 gives an example of what editing Bookmarks can look like.Trunk Monkey selected and settings screenshot of Search & Intelligence DashboardKeywords can be added to any Bookmark to help people find it easier. One of the biggest failures of most search systems is not adequately accomodating all the different ways people search for the same information. Providing a set of keywords and phrases people typically use can greatly increase the chance of query success. People using these keywords in their search will trigger the associated bookmark the same way the title would.

Keywords can be created using single words or phrase and in any language that Microsoft 365 currently supports. Solid examples of multi-lingual keywords can be viewed by switching the admin filter to ‘Suggested’. The Suggested list give administrators a great starter list of bookmarks recommended by Microsoft and show multi-lingual keywords in many of the examples.

Search Editors can also create reserved keywords. The difference between a reserved and regular keyword is what happens when it is matched. When a reserved keyword is matched, it overrides any other uses of the keyword and ensures that the associated Bookmark is the one that is displayed.

Administrators also have the ability to target a Bookmark to display only at certain times, for certain audiences, or even on certain devices. This allows for a more granular approach to providing Answers and recognizes that not every answer are for all people.

Admins can set a specific date range for the bookmark to display during, providing time-sensitive information and important links, such as during benefits open enrollment or company event sign-ups.

To target specific audiences, administrators have several options. They can include choosing specific countries or regions, specific groups inside your organization (using 365 and security groups), or people using specific devices or operating systems. It also provides a mechanism to target different combinations all together by creating targeted variations. Where most organizations will most likely not find a need to target devices and OS types, many will find the ability to target audiences across a geo-diverse organization exceptionally useful. Most organizations with a global footprint have many resources that are specific to different groups and locations. Being able to create Bookmarks that only target those audiences are invaluable and helps reduce confusion.

Questions and Answers

Questions and Answers gives the opportunity for Microsoft Search results to provide direct answers to commonly asked questions, while leveraging natural language processing (NLP) to understand the different ways people ask.

Questions and Answers (Q&A) are meant to provide people with a complete explanation around a particular question. Providing in-depth information in lieu of people having to click through multiple pieces of content to find the answer they need.

Triggering Q&As to display in search results is done through use of text from the question itself or associated keywords. The Q&A will display fully formatted and provide a collapsed panel for longer answers which might otherwise take up significant screen real estate.

screenshot of What is our Monkey Strategy filter with two fold strategy listed belowMost organizations have long lists of questions that are asked on a regular basis and limited staff resources to answer them. Leveraging Q&A can provide a self-service model to ask questions and give more consistent explanations.screenshot of Search & Intelligence DashboardCreating and editing a Q&A is very similar to Bookmarks, including the ability to provide related keywords, reserved keywords, and targeted settings. The only difference is in the detail and formatting an admin can provide in writing an answer. Unlike bookmarks, answers can be written in rich text format using markdown. Markdown gives admins a simplified way to create formatted text, such as properly formatted headers, emphasis (bold, italics, etc), links, table, and lists. Using markdown provides the opportunity to create richer answers to convey complex topics in a more visually appealing and readable way. To view a list of supported markdown tags, you can visit here.screenshot of What is Our Monkey strategy selected in Q&A

Locations

Locations enable people to search for organizational resources by location, such as office buildings, campuses, or facilities. This can provide a lot of value to globally diverse operations and help create better connections inside large organizations.

Locations solves a common problem in large organizations, especially when people need to visit various facilities on a first time or infrequent basis.

Locations has the most visual results experience out of the box, which can be seen in Figure 10. The display is much better formatted than other Answer types and provides a Bing map view with the ability to get directions directly from the search result screen.
Screenshot of High Monkey profile with map of high monkey officeTo trigger a location in search results, a person must type in the name of the location exactly as entered by an editor or use one of the identified keywords. With this perceived limitation, it is crucial that editors take the time to add additional keyword references that will increase the likelihood of query success.screenshot of Search & Intelligence DashboardCreating a location in straight-forward and relatively simplistic. Search Editors can give a location name, country or region, and exact physical address. Besides this, admins can add additional keywords to help people find the right location.

Much like acronyms, often locations and buildings have many ways in which they are described, including abbreviations, building numbers or nicknames. Using keywords to identify these variations will ensure people can find the right location without always knowing the right term to use.
screenshot of What is our High Monkey Strategy Search editor

Summary

As your organization begins its journey to make Microsoft Search more its own, Answers are a great place to start and gain some up-front wins. Combined, Answers provide a comprehensive suite of content in search that your organization has ultimate control over, giving you the flexibility to help steer your people in the right direction instead of having to scroll infinitely through traditional search results.

IMPORTANT CAVEATS TO KNOW

As with everything Microsoft, Search is constantly growing and adding new functionality, but has a few drawbacks which can affect overall adoption. Below are a few items, regarding Answers, that should be noted:
  • Right now, Answers only show to people using the ‘All’ vertical in organizational search and will not show on site and hub searches.
  • Only one Answer can appear in search results at a time. So even if admins create multiple Answers to be triggered by the same keyword(s), only one Answer will show.
  • Where the long-term goal of Answers in Microsoft Search is for people to access them consistently across all Microsoft apps, currently Acronyms are the only Answer type that is available outside of Office.com and SharePoint-based searches.

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