Microsoft has just announced a slew of new features that are coming out with their next version of Microsoft Dynamics CRM 2015 (previously code named Vega). Check out the Dynamics CRM 2015 Release Preview Guide to see what features are coming with 2015. Over the course of the next few weeks we’ll slowly reveal this functionality one by one and show some of the key highlights of these features.
First up for our review is functionality that Microsoft added to their MoCA product when it was released which is multi-entity search. This feature has been something our customers have been requesting for some time now and to bridge the gap in the previous product, Sonoma Partners built their own Universal Search solution that we make available on our community site for both 2011 and 2013. If you look at the Sonoma Universal Search, you’ll see some similarities to the one now available in CRM 2015.
In order to setup multi entity search, navigate to Settings –> Administration –> System Settings. In the General tab, you’ll see the section “Set up Quick Find”.
This section has two settings:
Entities that are selected here will be used in the multi-entity search results and be displayed in the order that you see them in this list.
Users will be able to use the multi-entity search using the magnifying glass in the global navigation bar.
Clicking on that magnifying glass will bring you to a page where you can enter any search criteria (no minimum number of characters needed meaning you can type in a single letter), and click search do see your results.
On this search results page, one could:
A few things to note about multi-entity search:
There are currently a few limitations of multi-entity search:
Even though there are a few limitations to multi-entity search, as we expected once the MoCA app was introduced with this functionality, it’s nice to see this much requested feature make its way into the web app. As it stands currently, this is a very powerful tool and key addition to Dynamics CRM.