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CRM 365 how to create Quick find view.

Posted on by

Hello All Experts,

I want to make quick find views based on number of views available on the form.

can anyone help me in this.

  • Suggested answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: CRM 365 how to create Quick find view.

    Yes, remove the filter criteria, and add all the required field which you want to show.

  • EmployeeOcta Profile Picture
    EmployeeOcta on at
    RE: CRM 365 how to create Quick find view.

    So i need to remove the filter criteria applied in the quick find view, isn't it?

  • Verified answer
    gdas Profile Picture
    gdas 50,083 on at
    RE: CRM 365 how to create Quick find view.

    Hi,

    The quick find view is a system view you can not create another quick find view , you can just add attributes on that view only thats  it.

    You can refer below link to see how its works

    arunpotti.wordpress.com/.../how-to-configure-and-search-using-quick-find-view-in-ms-crm

    Hope this helps.

  • Verified answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: CRM 365 how to create Quick find view.

    Hi Octa,

    You can only create 1 quick find view per entity in dynamics crm.

    You can edit it filter creteria and also you can add the required field in that Quick find view.

    If you find it helpful, Please mark as Verified.

    Best Regards,

    Shahbaaz

  • Suggested answer
    Temmy Wahyu Raharjo Profile Picture
    Temmy Wahyu Raharjo 2,914 on at
    RE: CRM 365 how to create Quick find view.

    Octa, Quick Find View only can be defined one time. In default Quick Find View, you define what columns that you allowed to be search. If you want to limiting the result, you used view filter instead you create a new Quick Find View. When user changed View, the filter will automatically applied.

  • EmployeeOcta Profile Picture
    EmployeeOcta on at
    RE: CRM 365 how to create Quick find view.

    Hello Shabaaz,

    Thanks for your reply , but let me elaborate my query little bit, may be i didn't put it in a correct way.

    I have an entity say customEntity, which is shown on the sales area,

    now i goto that entity and open it, it gives me active records view currently visible on the view selection.

    Normally there comes only a single quick find view which will search active records only whatever the current view is selected on the form.

    I want to make 5 quick find views for five normal views.

    e.g 1.active view

         2.Inactive view

    1.Active quick find view

    2.Inactive quick find view.

    likewise the remaining three others.

    any help will be appreciable.

  • Suggested answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: CRM 365 how to create Quick find view.

    Hi Octa,

    Below is the link for creating quick find view, it is used to display the result when we search any thing on view

    arunpotti.wordpress.com/.../how-to-configure-and-search-using-quick-find-view-in-ms-crm

    Best Regards,

    Shahbaaz

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