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I am just trying to make sense of the how views work and function, the logic with which they were implemented, in MS Dynamics CRM 2015 and would appreciate some help.
Let's take the example of Quotes. If I click on quotes I get an overview with whatever view I have selected as default. In my case it is "All Open Quotes". If I do a search here, it basically uses the View "Quick Find All Quote" as a guideline on how to search (searchable fields, filter criteria etc.). Why is that? Why is not possible to search the view that was selected on the overview? If I have a view displayed and search it, I don't want to change the view, but stay on the same one. Isn't this logical? Also, if I have "Edit Filter criteria" active, in my case Quotes (Status equals Active, Draft), as this is preferred for the global search. How is it possible then to search a view which has Status equal Won and Closed. It isn't. I won't get an result and have to use the advanced find. I am not sure if a user can understand this.
And then there is the issue that this search field and the global search can't be customized to use a different default view, which, again, doesn't make any sense. In my case I want to see only certain Quotes (Status equals Active, Draft) on the global search, but all when searching on the entity Quotes.
I hope what I have written makes sense and you get what I want to communicate. I am just trying to make sense of how views work, but can't deny that I personally think that the whole thing is deeply flawed. More than anything, I hope to find some solutions to the issues I posted here as I find it difficult to work with the current policies.
Hello Dear friend,
Well for the first case you mentionned it is true, i mean there's one defined view that every time you will use the input above to search for records they will get displayed in that view.
That's why for your third point you can customize the "Quick Find view" to add the columns and filters as you like.
Other then that i would recommend to use advanced search, it's a really powerful tool that gives you a high level of flexibility .
I hope that i got it right :)
Thanks for getting back to me so quickly. Yes, you got it right. I just wish there were more options to customize the search in MS Dynamics CRM. But apparently there aren't... I agree that Advanced Search is a great tool and powerful. But for the average user a simpler and easier solution, a more user friendly one, would be much appreciated.
I agree, it is somewhat frustrating. I guess the philosophy is that one is searching for a single record and whatever list view results is unimportant since one is headed into the record anyway.
What is interesting beyond the search results view is that the system isn't actually limited to the UI query builder. You can build a view, export the chart and reinsert the fetchXML of your design. Dangerous because you can't get back to it with the UI. And, of course, you can do the same with sdk coding.
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