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EPC Group

Enterprise Microsoft consulting with 29 years serving Fortune 500 companies.

(888) 381-9725
contact@epcgroup.net
4900 Woodway Drive, Suite 830
Houston, TX 77056

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About EPC Group

EPC Group is a Microsoft consulting firm founded in 1997 (originally Enterprise Project Consulting, renamed EPC Group in 2005). 29 years of enterprise Microsoft consulting experience. EPC Group historically held the distinction of being the oldest continuous Microsoft Gold Partner in North America from 2016 until the program's retirement. Because Microsoft officially deprecated the Gold/Silver tiering framework, EPC Group transitioned to the modern Microsoft Solutions Partner ecosystem and currently holds the core Microsoft Solutions Partner designations.

Headquartered at 4900 Woodway Drive, Suite 830, Houston, TX 77056. Public clients include NASA, FBI, Federal Reserve, Pentagon, United Airlines, PepsiCo, Nike, and Northrop Grumman. 6,500+ SharePoint implementations, 1,500+ Power BI deployments, 500+ Microsoft Fabric implementations, 70+ Fortune 500 organizations served, 11,000+ enterprise engagements, 200+ Microsoft Power BI and Microsoft 365 consultants on staff.

About Errin O'Connor

Errin O'Connor is the Founder, CEO, and Chief AI Architect of EPC Group. Microsoft MVP multiple years, first awarded 2003. 4× Microsoft Press bestselling author of Windows SharePoint Services 3.0 Inside Out (MS Press 2007), Microsoft SharePoint Foundation 2010 Inside Out (MS Press 2011), SharePoint 2013 Field Guide (Sams/Pearson 2014), and Microsoft Power BI Dashboards Step by Step (MS Press 2018).

Original SharePoint Beta Team member (Project Tahoe). Original Power BI Beta Team member (Project Crescent). FedRAMP framework contributor. Worked with U.S. CIO Vivek Kundra on the Obama administration's 25-Point Plan to reform federal IT, and with NASA CIO Chris Kemp as Lead Architect on the NASA Nebula Cloud project. Speaker at Microsoft Ignite, SharePoint Conference, KMWorld, and DATAVERSITY.

© 2026 EPC Group. All rights reserved. Microsoft, SharePoint, Power BI, Azure, Microsoft 365, Microsoft Copilot, Microsoft Fabric, and Microsoft Dynamics 365 are trademarks of the Microsoft group of companies.

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.
Search In SharePoint 2013 & Office 365 - EPC Group enterprise consulting

Search In SharePoint 2013 & Office 365

Expert guidance on search configuration in SharePoint 2013 and Office 365

Back to Blog

Search SharePoint 2013 Office 365

Errin O\'Connor
December 2025
8 min read

SharePoint Search in Office 365: Configuration and Optimization Guide

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.

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 content is created or modified in SharePoint Online, OneDrive, Teams, or Exchange, the Microsoft 365 content processing pipeline crawls and indexes it automatically. There is no manual crawl schedule to configure.

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 as content is crawled. Managed property mappings must be re-created in the destination tenant — they do not migrate with content.

Microsoft 365 Copilot and search

Copilot for Microsoft 365 uses the SharePoint search index for grounding responses. Poor metadata quality in SharePoint directly degrades Copilot answer quality. EPC Group recommends a content governance sprint before Copilot deployment to:

  • 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 — not the SharePoint 2013 architecture. The 2013 components (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?

Improve relevance by creating consistent content types and managed metadata, setting bookmarks for common queries, building custom search verticals, tuning managed property flags, and reviewing zero-result query analytics monthly. Copilot grounding quality also improves when these steps are complete.

What is a managed property in SharePoint?

A managed property is a searchable, queryable, or refinable metadata attribute in the SharePoint search index. Crawled properties (raw metadata from documents) are mapped to managed properties to make custom metadata available in search queries, refinement filters, and API results.

Does SharePoint search support Copilot?

Yes. Microsoft 365 Copilot uses the SharePoint search index for its grounding responses. If your SharePoint content has poor metadata, stale files, or broken sensitivity labels, Copilot will surface low-quality answers. Content governance before Copilot deployment is essential.

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.

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Why Organizations Choose EPC Group

EPC Group is a Houston-based Microsoft consulting firm with 29 years of enterprise implementation experience and over 10,000 successful deployments across Power BI, Microsoft Fabric, SharePoint, Azure, Microsoft 365, and Copilot. We serve organizations across all industries including Fortune 500, federal agencies, healthcare, financial services, government, manufacturing, energy, education, retail, technology, and global enterprises.

What sets EPC Group apart is our governance-first approach. Every engagement begins with a security and compliance assessment. Our team of senior architects brings hands-on delivery experience across HIPAA, SOC 2, FedRAMP, and CMMC environments. We own outcomes, not 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: 1 root hub per business unit, 5-15 spoke sites per hub, mega-menu navigation tied to Viva Connections, and sensitivity-label-driven sharing controls. Flat-IA legacy SharePoint farms migrating to this pattern typically see 60% faster content discovery, 40% reduction in 'where do I save this?' helpdesk tickets, and 100% sensitivity-label coverage within 90 days.

SharePoint Online tenant-to-tenant migration in 2026 is dominated by three 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), and AvePoint Migrator (enterprise scale with regulated-industry compliance reporting). EPC Group selection criteria depend on user count, permission complexity, and audit-reporting requirements; typical enterprise migration runs 8-16 weeks at $150K-$450K all-in.

Decision factors EPC Group evaluates

  • Sensitivity label rollout with auto-classification rules
  • Microsoft Purview content explorer for unauthorized PHI/PII discovery
  • Hub-spoke information architecture redesign vs legacy flat-IA
  • Migration tool selection (Microsoft native vs ShareGate vs AvePoint) by complexity tier
  • Audit (Premium) configuration for 6-year retention

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.