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Customer experience | Sales, Customer Insights,...
Answered

How to search with Quote ID?

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Posted on by 155

Hi Teams,

This has be a very frustrating point for my staff for a long time. How do you search quote with quote ID (unique). This will save so much of our time.

Thank you.

Patrick

I have the same question (0)
  • Verified answer
    Amit Katariya007 Profile Picture
    10,409 Super User 2025 Season 2 on at

    Hello Patrick Mandengue,

    Please add Quote ID field in the Quick find view of the Quote entity. Then user will able to search quotes with the quote ID.

    reenhanced.com/.../

    Thank you,

    Amit Katariya

  • Verified answer
    Ram Prakash Duraisamy Profile Picture
    2,287 on at

    HI,

    Please follow below steps,

    1. Navigate to https://make.powerapps.com

    2. Click Dataverse --> Select Tables --> Search for Quote

    3. Click Views --> Open QUICK FIND VIEW --> at the BOTTOM Right side you can see add filter --> Add the QUOTE ID

    4. Save and Publish

    Please mark as Answer if it is helpful and provide Kudos

    Subscribe : www.youtube.com/.../UCnGNN3hdlKBOr6PXotskNLA

    Blog : microsoftcrmtechie.blogspot.com

  • Suggested answer
    Amit Katariya007 Profile Picture
    10,409 Super User 2025 Season 2 on at

    Hello Patrick,

    Did you implemented your requirement?

    Thank you,

    Amit Katariya

  • Suggested answer
    SescoDev Profile Picture
    7 on at
    Patrick,
     
    When editing the "Quick Find" view for the Quotes table, make sure the column you'd like to search by is included in the view. See the below image for detail:

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