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By Errin O'Connor, Founder & Chief AI Architect, EPC Group

SharePoint Search in Microsoft 365 (formerly Office 365) uses a cloud-hosted search index with AI-powered relevance ranking. This guide covers SharePoint search architecture, result sources, crawled properties, managed properties, and relevance tuning — including modern Microsoft 365 Copilot search integration for 2026.

Key Facts

  • SharePoint Online uses a shared Microsoft 365 search index — no on-premises crawl agent needed.
  • The modern Microsoft Search experience in SharePoint replaces the classic SharePoint 2013 Enterprise Search Center.
  • Managed properties control which metadata fields are searchable, queryable, refinable, and sortable.
  • Microsoft 365 Copilot uses the SharePoint search index for grounding — poor metadata quality directly degrades Copilot answer quality.
  • Flat-IA legacy SharePoint farms migrating to hub-spoke architecture see 60% faster content discovery on average.
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Search SharePoint 2013 Office 365

Errin O'Connor
8 min read

SharePoint Search in Office 365: Configuration and Optimization Guide

SharePoint Search in Microsoft 365 (formerly Office 365) utilizes a cloud-hosted search index with AI-driven relevance ranking. This guide focuses on key aspects of SharePoint search:

  • Search architecture
  • Result sources
  • Crawled properties
  • Managed properties
  • Relevance tuning
  • Integration with modern Microsoft 365 Copilot search for 2026

Key facts

  • SharePoint Online uses a shared Microsoft 365 search index — no on-premises crawl agent needed.
  • The modern Microsoft Search experience in SharePoint replaces the classic SharePoint 2013 Enterprise Search Center.
  • Managed properties control which metadata fields are searchable, queryable, refinable, and sortable.
  • Microsoft 365 Copilot uses the SharePoint search index for grounding — poor metadata quality directly degrades Copilot answer quality.
  • Flat-IA legacy SharePoint farms migrating to hub-spoke architecture see 60% faster content discovery on average.

SharePoint 2013 search architecture (background)

SharePoint 2013 introduced a distributed search architecture with six components: crawl, content processing, analytics, index, query, and search administration. Each component could be scaled independently on dedicated servers.

For modern organizations, the relevant context is migration. SharePoint Online in Microsoft 365 replaces all on-premises search infrastructure with a cloud-hosted, continuously updated index.

SharePoint Online search: how it works

Microsoft 365 search uses a shared index. When you create or modify content in SharePoint Online, OneDrive, Teams, or Exchange, the Microsoft 365 content processing pipeline automatically crawls and indexes it. This means you do not need to establish a manual crawl schedule.

Search results draw from the same index as Microsoft 365 Copilot. Well-governed metadata and sensitivity labels directly improve both search relevance and Copilot answer quality.

Managed properties and crawled properties

Crawled properties are metadata fields extracted from content during indexing. Managed properties are the searchable, queryable, and refinable attributes exposed to users and developers.

  • Searchable — content in the property is included in full-text search.
  • Queryable — the property can be used in KQL queries (e.g., Author:"John Smith").
  • Refinable — the property appears as a filter in the search refinement panel.
  • Sortable — search results can be sorted by this property.
  • Retrievable — the property value is returned in search results and available via API.

Map custom crawled properties to managed properties to surface custom metadata in search results. This is a common step in SharePoint migration projects.

Improving search relevance

SharePoint search relevance improves through five controls:

  • Consistent metadata — apply content types and managed metadata terms across the site collection.
  • Bookmarks — pin authoritative results for common queries in the Microsoft 365 admin center.
  • Custom verticals — create separate search tabs for different content types (documents, people, news).
  • Managed property tuning — set Searchable and Queryable flags only on relevant properties to avoid noise.
  • Search analytics review — regularly review abandoned queries and zero-result queries to identify gaps.

Modern SharePoint information architecture and search

Modern SharePoint information architecture in 2026 follows the hub-spoke pattern:

  • 1 root hub per business unit.
  • 5–15 spoke sites per hub.
  • Mega-menu navigation tied to Viva Connections.
  • Sensitivity-label-driven sharing controls.

Flat-IA legacy SharePoint farms migrating to hub-spoke typically see 60% faster content discovery and a 40% reduction in "where do I save this?" helpdesk tickets.

Tenant-to-tenant migration and search

Tenant-to-tenant migrations in 2026 use three primary approaches:

  • Native Microsoft 365 migration tools — free but limited to in-place tenant scenarios.
  • ShareGate — best-in-class for permission preservation across hub-spoke architectures.
  • AvePoint Migrator — enterprise scale with regulated-industry compliance reporting.

After migration, the SharePoint Online search index rebuilds automatically when content is crawled. However, managed property mappings need to be recreated in the destination tenant. They do not migrate with the content.

Microsoft 365 Copilot and search

Copilot for Microsoft 365 relies on the SharePoint search index to provide accurate responses. However, low-quality metadata in SharePoint can harm the quality of Copilot's answers. To ensure better performance, EPC Group suggests conducting a content governance sprint before deploying Copilot. This sprint will help:

  • Improve metadata quality
  • Enhance search accuracy
  • Boost overall user experience
  • Apply sensitivity labels to all SharePoint site collections.
  • Retire stale content (documents older than 3 years with no activity).
  • Fix broken managed property mappings that exclude key content from the index.
  • Create hub-spoke site architecture to improve semantic grouping of content.

Frequently asked questions

Does SharePoint Online still use SharePoint 2013 search?

No. SharePoint Online uses the Microsoft 365 cloud search index instead of the SharePoint 2013 architecture. The components from 2013, such as:

  • crawl servers
  • index servers
  • query servers

do not exist in SharePoint Online. Microsoft manages the entire search infrastructure.

How do I improve SharePoint search relevance?

To enhance relevance, focus on the following actions:

  • Create consistent content types and manage metadata.
  • Set bookmarks for common queries.
  • Build custom search verticals.
  • Tune managed property flags.
  • Review zero-result query analytics monthly.

Completing these steps will also improve Copilot grounding quality.

What is a managed property in SharePoint?

A managed property is a metadata attribute in the SharePoint search index. It can be searchable, queryable, or refinable. Crawled properties, which are raw metadata from documents, are mapped to managed properties. This mapping makes custom metadata available in search queries, refinement filters, and API results.

Does SharePoint search support Copilot?

Yes. Microsoft 365 Copilot relies on the SharePoint search index for its responses. If your SharePoint content has:

  • Poor metadata
  • Stale files
  • Broken sensitivity labels

Copilot may provide low-quality answers. Therefore, content governance is crucial before deploying Copilot.

Schedule a consultation

EPC Group optimizes SharePoint information architecture, search configuration, and Copilot readiness for Fortune 500 and regulated-industry clients. Call (888) 381-9725 or request a discovery call.

Related Resources

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Why Organizations Choose EPC Group

EPC Group is a Microsoft consulting firm located in Houston. We have experience in enterprise implementation since 1997 and over 10,000 successful deployments. Our expertise includes:

  • Power BI
  • Microsoft Fabric
  • SharePoint
  • Azure
  • Microsoft 365
  • Copilot

We serve a wide range of organizations, including Fortune 500 companies, federal agencies, and sectors such as healthcare, financial services, government, manufacturing, energy, education, retail, technology, and global enterprises.

What sets EPC Group apart is our governance-first approach. Every engagement starts with a security and compliance assessment. Our team of senior architects has hands-on experience in:

  • HIPAA
  • SOC 2
  • FedRAMP
  • CMMC environments

We focus on delivering results, not just hours.

  • Fixed-fee accelerators with predictable pricing and defined deliverables
  • Senior architect engagement on every project, not rotating juniors
  • Compliance-native delivery for regulated industries
  • End-to-end coverage from strategy through 24/7 managed services
  • 11,000+ enterprise engagements refined into repeatable, risk-controlled patterns

Call (888) 381-9725 or email contact@epcgroup.net for a free assessment.

SharePoint Architecture: 2026 Considerations for Search SharePoint 2013 Office 365

Modern SharePoint information architecture in 2026 follows the hub-spoke pattern. This structure includes one root hub for each business unit. Each hub connects to 5-15 spoke sites.

Organizations migrating from flat IA legacy SharePoint farms to this new pattern often experience:

In 2026, SharePoint Online tenant-to-tenant migration mainly uses three approaches:

EPC Group evaluates several factors when selecting a migration strategy. These include user count, permission complexity, and audit-reporting needs.

A typical enterprise migration takes:

Decision factors EPC Group evaluates

For a tailored read on this topic in your specific tenant, contact EPC Group at contact@epcgroup.net or +1 (888) 381-9725. Engagement options at /pricing.

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