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Customer experience | Sales, Customer Insights,...
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Fulltext Search in documents stored in sharepoint

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Hi, is there a way to do fulltext search in documents which are stored in sharepoint directly from D365. Saw an articel from 2016 but cannot find the "search box" in the current version.

2016

pastedimage1612779357990v1.png

Current version - missing search box

pastedimage1612779422876v2.png

What do I do wrong?

Thxs

Johann

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  • Verified answer
    Wahaj Rashid Profile Picture
    11,321 on at

    Hi,

    Thank you for your query.

    As far as I know, this feature is not available in Unified Interface, the only option is to open the Document Location (by clicking on Open Location button) and search in SharePoint instead.

  • Community Member Profile Picture
    on at

    Thanks!

  • Wahaj Rashid Profile Picture
    11,321 on at

    Yo are welcome.

  • Wahaj Rashid Profile Picture
    11,321 on at

    You are welcome :)

  • Suggested answer
    LuHao Profile Picture
    40,892 on at

    Hi JohannK,

    I confirmed it with the Microsoft team that the search functionality is never supported in UC application for Document Associated Grid.

    Previously, the Document Associated Grid search box in UCI had appeared, but it had no function and was a useless search box.

    Dynamics Documents Sharepoint Search Not Working - Microsoft Dynamics CRM Forum Community Forum

    After taking over this bug, the Microsoft team removed this search box because it should not appear by design, the workaround for the customer is to simply navigate to SharePoint site and search.

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