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Microsoft Dynamics CRM (Archived)

Quick search in D365

Posted on by 185

Hi Everyone,

Currently  if we have to search any field in quick or global search works fine but what if I want to search same filed (Main Phone) without any

format  as shown in the below image.

*This post is locked for comments

  • Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: Quick search in D365

    Well, you could do it to the actual phone number field, but people tend to not like the way that looks.  I've seen compromises where the field is rebuilt every time the form is loaded and stripped every time the form is saved, but that becomes problematic when you have numerous different phone number formats to deal with.

    There is no way to make quick search itself do what you're asking, you've got to change the data.

  • ravibachanagiri Profile Picture
    ravibachanagiri 185 on at
    RE: Quick search in D365

    Thank you Wayne,

    But I'm not supposed to create a new filed in my requirement. Is there any other way to achieve it.

  • Suggested answer
    Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: Quick search in D365

    The best way I have found to do that is to have a function (JavaScript or a Plugin) that strips all special formatting from the phone number and stores it in another string field.  Then add that field to the quick search as well.  

  • ravibachanagiri Profile Picture
    ravibachanagiri 185 on at
    RE: Quick search in D365

    Please find the attached image Charmis
    withcorrectformat.PNGwithoutanyformat.PNG

  • ravibachanagiri Profile Picture
    ravibachanagiri 185 on at
    RE: Quick search in D365

    Please check the below image Charmis.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Quick search in D365

    Hi Ravi,

    Can you attach the image?

    Regards,

    Charmis

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