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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 Moderator 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
    2,289 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 Moderator 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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