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Search in CRM 2015

Nishant Rana Profile Picture Nishant Rana 11,325 Microsoft Employee

Global Search Box

Available in the Tool Bar.

Multiple Entity Search

  • It is based on Quick Find.
  • Shows first three fields in the Quick Find View in the result. Can be filtered using the “filter with” drop down box.

  • Clicking on the search result opens the respective record.
  • Clicking on + opens Quick Create form for that entity.


 

Enabling an entity for Search

Go to Administration à System Settings


Supports max 10 entities at a time.



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

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