Modify Quick Find Search in CRM

Leave a comment

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:

 

THANKS FOR READING. BEFORE YOU LEAVE, I NEED YOUR HELP.
 

I AM SPENDING MORE TIME THESE DAYS CREATING YOUTUBE VIDEOS TO HELP PEOPLE LEARN THE MICROSOFT POWER PLATFORM.

IF YOU WOULD LIKE TO SEE HOW I BUILD APPS, OR FIND SOMETHING USEFUL READING MY BLOG, I WOULD REALLY APPRECIATE YOU SUBSCRIBING TO MY YOUTUBE CHANNEL.

THANK YOU, AND LET'S KEEP LEARNING TOGETHER.

CARL

https://www.youtube.com/carldesouza

 

ABOUT CARL DE SOUZA

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

carldesouza.comLinkedIn Twitter | YouTube

 

Leave a Reply

Your email address will not be published. Required fields are marked *