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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

  • Suggested answer
    SescoDev Profile Picture
    SescoDev 4 on at
    How to search with Quote ID?
    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:

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,203 Super User 2025 Season 1 on at
    RE: How to search with Quote ID?

    Hello Patrick,

    Did you implemented your requirement?

    Thank you,

    Amit Katariya

  • Verified answer
    Ram Prakash Profile Picture
    Ram Prakash 2,287 on at
    RE: How to search with Quote ID?

    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

  • Verified answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,203 Super User 2025 Season 1 on at
    RE: How to search with Quote ID?

    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

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