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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Customize Search Funct...
Microsoft Dynamics CRM (Archived)

Customize Search Functionality

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Posted on by Tino Rabe 652

Hi,

I have started my way through means of customizing the search funtionality in D365 Portals.

I read thorugh the Adminitrator Guide, the blog post of Colin (Link), the official blog (Link), this forum (Link) and MS Docs (Link).

That is LOTS of information and possibilities ... and this is kind of overwhelming right now.

Here is want to want to achieve:

  1. Adapt the exposed entitites in the search menu - DONE via customizing the Site Setting "search/filters"
  2. Search through all the exposed fields of the exposed entities from the search menu - OPEN as I have no idea where to start ideally.
    Here is an example of the entity "lead" where that entity has a custom field: I enter the value of that field in the search and the search shall return that lead record.
  3. Also I wonder what happened to the "old" search implementation of v7 - the "old" Site Setting "search/query" is still there, but is it still taken into consideration along with the new search architecture?

Fellows with more experience on this, can you please share a pattern/best practice on how to achieve this?

Thank you.

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    Tino Rabe Profile Picture
    Tino Rabe 652 on at

    OK, so long story short:

    It is currently not possible to extend the OOTB search functionality of D365 Online Portals in terms of adding custom entities.

    Custom entities in the sense of entities, that are not supported/considered by the OOTB search feature.

    If you also require this feature for custom entities, please upvote the idea for this feature:

    ideas.dynamics.com/.../ID0000395

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