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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to enable custom ...
Microsoft Dynamics CRM (Archived)

How to enable custom Entity in Global Search

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Posted on by dkrishna 485

Hello,

I have added Custom Entity in System Settings ->Select entities for Categorized Search

But when i search with name in global search results are not showing with custom entity. Can any suggest am i missing anything ?

 Followed instructions as mentioned in this link ledgeviewpartners.com/.../ 

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  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

    Please refer to below link. There is more steps needed.

    community.dynamics.com/.../how-to-set-up-global-search-in-microsoft-dynamics-365

    https://community.dynamics.com/enterprise/b/dynamics365apps/archive/2017/01/25/how-to-configure-searchable-fields-for-global-quick-find-and-relevance-search-in-dynamics-365

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi krishna,

    Please find below article to configure global search. Hope this helps

    community.dynamics.com/.../how-to-set-up-global-search-in-microsoft-dynamics-365

    neilparkhurst.com/.../crm-2016-configuring-search-options

  • Suggested answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,211 on at

    Hi Krishna,

    You have configure it correctly, only issue would be the field is missing in your Quick Find View of custom entity with which you are searching.

    Lets say example : Your custom entity name is CAR and you are searching car model in global search, so you need to have car model field in your custom entity QUICK FIND VIEW.

    Hope this helps!!!

    Thanks,

    Shahbaaz

  • Verified answer
    dkrishna Profile Picture
    dkrishna 485 on at

    Field is present in Quick find view its Name field which is default

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