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Microsoft Dynamics CRM (Archived)

Quick Search in Dynamics 365 CRM

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Posted on by 185

Hi,

Does the quick search criteria works only for default view ? Looks like it doesn't work/applicable for other custom views . Could you please let me know your thoughts. Thanks !! 

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  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at

    Hi,

    Your understanding is correct , quick find view is separate view and it will not show as per your custom view.

    You can configure quick find view depending on your fields and criteria. Whenever you search it will be display all the columns  according to quick find view and filter.

    [View:https://arunpotti.wordpress.com/2016/04/10/how-to-configure-and-search-using-quick-find-view-in-ms-crm]

  • Community Member Profile Picture
    on at

    Hi

    The Quick Search will work based on the QuickFindView filters and if you want search based on you custom fields, need to add to the Find columns in Quickind view.

    community.dynamics.com/.../how-to-configure-searchable-fields-for-global-quick-find-and-relevance-search-in-dynamics-365

  • Suggested answer
    MehranBre Profile Picture
    732 on at

    Hello,

    I also had search problem with quick find view in Microsoft Dynamics until I developed my own solution.

    its simple and fast to use!

    You can use it now

    I think this is exactly what you wanted

    GitHub link: github.com/.../Microsoft-Dynamics-365-Advanced-Search

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