Forum Discussion
Christian_Schlegel
Microsoft
Nov 19, 2024Tackling frequently asked questions about the DFP ‘Search’ feature.
We're excited to bring you the latest installment of our weekly spotlight series! Our aim is to help you get the most out of Microsoft Dynamics 365 Fraud Protection (DFP) by diving into different topics within our Microsoft Fraud Protection Tech Community.
This week, we're continuing to explore the frequently asked questions about the DFP Search feature. It's a great chance to deepen your understanding and enhance your use of this powerful tool. To check out all the Q&A details, please see below. –
As always, we value your input and are here to support you. If you've got any questions or need further clarification, don't hesitate to reach out in the Fraud Protection Tech Community. Your feedback is very important to us, and we appreciate your engagement!
Best wishes,
DFP Product Team
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1. Why can't I access DFP's search functionality?
Search must be enabled in your DFP tenant before it can be used. This setting can only be enabled by someone with global admin permissions, and the setting is accessible by clicking the following: Gear Icon (top-right corner of the DFP portal) --> Admin settings --> Search --> Enable search. (Note: Once search has been enabled in your DFP tenant, it cannot be turned off.)
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2. My transaction is not showing up in search. What can I do?
If your transaction is not showing up within the search UX, here are some steps you can take to troubleshoot the issue:
- Check Search Settings: Ensure that the search feature is enabled in your Dynamics 365 Fraud Protection portal. You must have Product Admin role permissions to enable search. Sign in with your credentials, go to Settings, select the Search tab, and make sure the switch is toggled to On.
- Select Event Type and Timeframe: When searching, first select the specific assessment you want to search against and then choose the timeframe you want to search across. You can search between any two dates within the past 13 months.
- Filter Events by Attribute: Use one or more attributes of the transactions to filter your search. You can search by attributes such as email address, DeviceID, or UserID.
- Review Assessment Configuration: Confirm that you have enabled search for your assessment by checking the Assessment configuration setting. Search will only find transactions that are processed after you enabled the search feature for your assessment.
- Check for Historical Transactions: Be aware that historical transactions sent before the search feature was enabled are not available in the search results.
Note: The standalone Device Fingerprinting template does not support search, however all other Assessment templates do.
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3. How would a customer query data within the tool?
Customers can query data within Microsoft Dynamics 365 Fraud Protection using the Search page, which helps find and view details about events based on specific filter values. Users can search for an individual event ID or use filters to find all transactions that match some criteria. The search results can be exported, or users can drill into an individual event to show a more detailed view.
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4. We just turned on Search in my DFP tenant, however past transactions aren't being returned that meet my Search criteria. Why?
Search is forward-looking by design. This means you will only be able to conduct searches against those transactions that were processed after Search was enabled.
5. Does Search functionality inhibit any Azure resources or result in any performance degradation that would impact fraud decisioning?
No, DFP's search feature does not inhibit any Azure resources or result in any performance degradation that would impact fraud decisioning.
6. How long is Search data stored?
Search data is stored for 13 months.
7. Can I export Search data into a CSV table?
Yes, you can export search data into a CSV file through the Search UX within the DFP portal. A maximum limit of 10,000 rows can be exported at one time.
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8. When exporting a search result with specific parameters, why is the exported file empty?
If you are experiencing an issue where the exported file is empty when exporting a search result with specific parameters in Microsoft Dynamics 365 Fraud Protection, it could be due to a few reasons:
- Search Feature Not Enabled: Ensure that the search feature is enabled in your Dynamics 365 Fraud Protection portal. You must have Product Admin role permissions to enable search. If search was not enabled when the transactions were processed, they will not appear in the search results.
- Filter Criteria: Verify that the filter criteria used for the search are correct. If the filters are too restrictive or incorrect, it may result in no transactions matching the criteria, leading to an empty export file.
- Historical Transactions: Search will not display events that were sent prior to the search feature being turned on. If you are trying to export historical transactions that were sent before search was enabled, they won't be available.
- Export Options: When exporting, ensure you are selecting the correct export options. There are options to export all data associated with the event (all columns) or only data in the columns that are currently shown in the grid (current columns)..
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9. I'm trying to export from search. The Notification shows Preparing download, but it never completes the download. How can I fix this?
If the notification in Microsoft Dynamics 365 Fraud Protection shows "Preparing download" but the download never completes, it could be due to a temporary service issue or a problem with the export process. Here are some steps you can take to troubleshoot and potentially resolve the issue:
- Retry the Export: Attempt to export the search results again. Sometimes, retrying the process can resolve temporary glitches.
- Review Export Parameters: Ensure that the search parameters and filters are set correctly and that they are not too broad, which could result in a large dataset that may take longer to export.
- Check File Size: If the dataset is very large, consider narrowing down the search criteria to reduce the file size, making it more manageable for export.
- Use a Different Browser: Try using a different web browser or clearing the cache of your current browser before attempting the export again.
- Check Service Health: Verify if there are any known issues with Dynamics 365 Fraud Protection by checking the service health in the Microsoft 365 admin center or Dynamics 365 Fraud Protection portal.
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10. Search export sends CSV files. How can I export XLS files in order to do analysis on thousands of transactions at once?
In Microsoft Dynamics 365 Fraud Protection, the standard export format for search results is CSV, which is commonly used for its compatibility with various systems and ease of handling large datasets. If you need to export data into XLS format, please consider the following options:
- Convert CSV to XLS/XLSX: After exporting the data as a CSV file, you can use Excel to open the file and then save it as an XLS or XLSX file. This allows you to leverage Excel's analysis tools on the data.
- Use Power Query in Excel: Excel's Power Query feature can import data directly from a CSV file and transform it as needed. Once imported, you can then work with the data within Excel and save it as an XLS file.
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