Views:

Applies to Product – Microsoft Dataverse


What’s happening?
The customer wants to customize the global search functionality to filter result records based on a specific field, such as country. For example, when the country is set to a specific value, only records matching that value should appear in the search results.


Reason:
The underlying cause is the need to implement filters in the global search to refine the search results based on specific criteria.


Resolution:

  1. Create an entity to hold the relevant data (e.g., regions).
  2. Add a lookup field in the relevant entity (e.g., Account) to link to the created entity.
  3. Customize the global search by adding the necessary filters in the Quick Find view.
  4. Refer to the documentation on configuring Dataverse search to improve search results and performance for additional guidance.