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Hi
I would like to change or add some more fields in the Global Search lookup result. Is this possible?
Now it only, for an account, contains account name and account number. I would like to add a third field for example city to this lookup.
No, currently OOB can't show more than two fields as the suggested result of a table in the Relevance search shows the two columns out of which one column is the default column which is nothing but a Primary column of a table, and the Secondary column will choose based on the table’s quick find view. The secondary column is always the first non-primary column on the table’s quick find view that contains data for the respective record.
For more details, you can refer to Data in the Inline Suggestion View of Relevance Search in Dynamics 365 CRM | Microsoft Dynamics 365 CRM Tips and Tricks (inogic.com) blog.
Hope this helps.
Thaks!
Hi Thomas Bråhn, I believe you're looking to change the Account Lookup view. The below articles explain how to achieve it:
Hope this helps with your question.
Thanks for the answer but it was not what i asked for.
My question was how i add a new field to the lookup. Instead of visualising only account name and account number i also want to view city (tree fields instead of only two)
Hi,
Here is a video tutorial:
How to Add a Field and/or Entity to a Global Search - MS Dynamics 365 CRM - YouTube
Here are the steps:
Add an entity to global search
1.) Go to Settings > Administration > System Settings.
2.) From the General tab, scroll down to Select entities for Categorized Search and click Select.
The available entities are on the left. This includes custom entities, so if you add any custom entities to the system, you can add them to the global search by following these instructions.
3.) Select the entity you wish to add and click Add, then click OK.
So for my example, I’ll select Order, click add, make sure Order moves over to selected entities, and then click OK.
4.) Confirm your new System Settings by clicking OK.
Add a field to global search
Now that we’ve added an entity to the global search, the next step is to specify the fields in the entity that will be included in global search.
1.) Go to Settings > Customizations > Customize the System.
2.) Go to Entities, select the entity you added, and then click View.
3.) Select the Quick Find View.
4.) Click Add Find Columns.
5.) Mark the check box next to any fields you want to search by.
6.) Click Save and Close, and then Publish All Customizations.
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