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Microsoft Dynamics CRM (Archived)

CRM 365 Make fields searcheable.

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Posted on by 6

Hello All Experts,

I have accounts and a custom field account number.

i am not able to search the account record by using the account number on main grid.

i am able to search by using the name field only , how to make custom fields searcheable.

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  • Suggested answer
    Community Member Profile Picture
    on at
    RE: CRM 365 Make fields searcheable.

    Hi,

    You can set the field property "Searchable" to Yes.  

    Hope it helps:)

    Thanks,

  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at
    RE: CRM 365 Make fields searcheable.

    Hello ,

    For searchable in grid. You can refer below link.

    community.dynamics.com/.../kb-understanding-dynamics-365-field-s-searchable-property

    For global search you can refer below link.

    www.marksgroup.net/.../d365-make-field-searchable-global-search-box

    Hope this helps.

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    33,626 on at
    RE: CRM 365 Make fields searcheable.

    Hi,

    add the field via quick find view

    community.dynamics.com/.../how-to-configure-searchable-fields-for-global-quick-find-and-relevance-search-in-dynamics-365

  • EmployeeOcta Profile Picture
    6 on at
    RE: CRM 365 Make fields searcheable.

    Hello Guillaume Domont ,

    I want to set it for custom entity having custom entity field.

  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at
    RE: CRM 365 Make fields searcheable.

    Hello ,

    Please check in field properties -

    community.dynamics.com/.../kb-understanding-dynamics-365-field-s-searchable-property

  • Verified answer
    Community Member Profile Picture
    on at
    RE: CRM 365 Make fields searcheable.

    Hi,

    here is tutorial on how to achieve your requirement: www.marksgroup.net/.../d365-make-field-searchable-global-search-box

  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    on at
    RE: CRM 365 Make fields searcheable.

    Refer this:

    community.dynamics.com/.../how-to-configure-searchable-fields-for-global-quick-find-and-relevance-search-in-dynamics-365

    Regards

    Rajkumar Rajaraman

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