Modify Quick Find Search in CRM

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Dynamics CRM provides the ability to do a quick search. To do this, click on the search icon and enter your search terms:

This will open the search screen below:

You have the ability to filter based on the entities that are being searched. Note that there are only a select few entities that the search applies to:

To add and remove entities, go to Dynamics CRM system settings and click Select:

Here you will see the entities that are already selected:

You can add custom entities to this list, for example I have a Movie entity created:

The search now applies to records in the custom entity:

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

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