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Dynamics 365 Community / Blogs / Nishant Rana’s Weblog / Search Enhancements in CRM ...

Search Enhancements in CRM 2015

Nishant Rana Profile Picture Nishant Rana 11,325 Microsoft Employee

Multi Entity Search

CRM 2015 have added option for multi entity

With Maximum 10 entities at a time (can also be used for filtering the result)

Clicking on “+” in the result opens the quick create form for that record

To set up Quick Find search, Go to à Adminsitration à System Settings

Click on Select to select the entity and specify the order for them.

Maximum of 10 entities can be added for search. (Supports custom entities)

The Search is based on Quick Find View of the respective entity. i.e. based on Find Columns defined in it.

The result displays first 4 column of the Quick Find View.


Filed under: CRM, CRM 2015, Microsoft Dynamics CRM Tagged: CRM, CRM 2015, Microsoft Dynamics CRM

This was originally posted here.

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