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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Universal Search issue
Microsoft Dynamics 365 | Integration, Dataverse...
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Universal Search issue

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Posted on by JonClay

Hi everyone

When I search for a contact using Universal Search I get the following info:

pastedimage1670498527857v1.png

I only really want the Contact and Organisation Entities / Tables in my Universal Search, so I popped over to the Settings section in Administration to remove the 33 others. But I found this...

pastedimage1670498599326v2.png

Why would the Universal Search say that it's searching 35 tables and yet I can only see 2 in the Admin section?

Many thanks
Jon

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  • Verified answer
    Leco Lv Profile Picture
    Leco Lv Microsoft Employee on at

    Hi Jon,

    You may have misunderstood it. The second picture you provided means that you can find all the results of the type of contact and organization through global search, so it will retrieve all tables that contain both types. And it does not represent the table you think. I think global search is by design not customizable. The following is an introduction to global search.

    Global Search provides the ability to:

    • Search all records in all CRM entities (including custom entities) at once from inside the CRM workspace
    • Search all records using the CRM plug-in within Microsoft Outlook
    • View search results grouped by entities at a single glance
    • Filter results in the column headers of each entity
    • Configure entities to search, attributes to search by, and information to display
    • Search the contents of an attachment
    • Search custom entities (Search by Lookup fields)
    • Export search results to Excel

    Note: This configuration applies to the Categorized Search only; it doesn't apply to the Relevance Search view

    pastedimage1670564644218v2.png

  • JonClay Profile Picture
    JonClay on at

    Hi Leco Lv 

    Thank you so much for your reply.

    Yes, it was me getting very confused with the searches

    Best wishes
    Jon

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