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CRM 365 UCI doesn't keep quick search results

Posted on by 10

Hello

Context: CRM 365 on-premises v. 9.0 UCI interface.

Example: i make a quick search with "TEST"string in quote section and CRM returns to me 10 quotes. Very well. I open the first but I see this is not the quote I was looking for.

So I click back on my browser to go back to my results.... but my quick search results are lost.... I must redo the quick search.

Same thing if I use view filters.

The only method is: when I open the first quote I must use the following button arrow in the functions bar on the top left:

crm-arrow.PNG

this button permits to shows the last results of my search... It can be useful... but if I do some filters and I must change them?

Is there another approach to mantain quick search results and go back to the relative view?

Thank you very much

Matteo

  • Veggia Profile Picture
    Veggia 10 on at
    RE: CRM 365 UCI doesn't keep quick search results

    Ok thank you very much Leah for all!

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM 365 UCI doesn't keep quick search results

    Hi Veggia,

    The previous version I was in was 2021 Release Wave 1.

    pastedimage1625818287126v1.png

    In fact, i can go back filtered view through clicking 'Accounts' in web client CRM 365 on-premises.

    pastedimage1625818584203v2.png

    Only the CRM 365 on-premises v. 9.0 UCI interface is special, maybe you can open the ticket with Microsoft and ask for support.

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Veggia Profile Picture
    Veggia 10 on at
    RE: CRM 365 UCI doesn't keep quick search results

    Hi Leah

    Is not a good limitation. To have the button you described before I must have CRM 365 online / cloud? Which version?

    Do you know if there will be a patch to change this limitation in on-premises version?

    Matteo

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM 365 UCI doesn't keep quick search results

    Hi Veggia,

    Sorry, the previous version I was in was On-line.

    Now, I have changed to CRM 365 on-premises v. 9.0 UCI interface, the situation is indeed as you described.

    Record view navigation feature will render the list view you were in before opening the current record, so you can view filtered results when you click the button.

    pastedimage1625816345790v2.png

    pastedimage1625816306911v1.png

    It seems to be a limitation of the current version that there is no way to quickly return to the previous filtered view.

    Whether you click ‘Quick Find... ’or 'Accounts' of navigation bar, you will return default view not filtered view, which is by-design.

    pastedimage1625816733258v5.png  pastedimage1625817254403v6.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Veggia Profile Picture
    Veggia 10 on at
    RE: CRM 365 UCI doesn't keep quick search results

    Hi Leah

    thank you for the response.

    I don't have that button you indicate. I've instead the button which is indicated in my post.

    quote.PNG

    if I click I get a summary about last view results... but I cannot back to my filtered view.

    quote2.PNG

    What version are using about CRM 365? On-premises? 9.1?

    Matteo

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM 365 UCI doesn't keep quick search results

    Hi Veggia,

    From your description, “So I click back on my browser to go back to my results”, so you click back button in the bar of the browser?

    pastedimage1625811590817v3.png

    Maybe you can click 'Go Back' button in the command bar of the app.

    pastedimage1625811441264v1.png

    After clicking it, it will return search results view:

    pastedimage1625811648158v4.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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