Search filters on Global search field

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Posted on by Jason Fleming

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Hi Guys,

Im wondering where in the system can I change the search items that appear when you do a global search in the system.

See the screenshot here, I would like to be able to add the company website address to this option here if its an open field to add whatever I like associated with the account?

Thanks in advance

. 8463.Dynamics-search.PNG

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Jason Fleming 288 on at

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RE: Search filters on Global search field

Hi tmercer, this is exactly what I was looking for. Thank you so much
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ashish12 3,079 on at

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RE: Search filters on Global search field

www.encorebusiness.com/.../
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Abby Kong 6 on at

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RE: Search filters on Global search field

Hi Jason,

The search in the screenshot you provide is Categorized Search (Global Search).

1. To configure entities included in the categorized search:

Administration -> System Setting -> General Tab -> Select Entities for Categorized Search

2. To configure fields for the configured entity:

Find the quick find view via Customization -> Entities -> Find the entity (e.g. Account, Contact) -> Views -> In the view list, find the one View Type = Quick Find View

Double click to open the view and click Add Find Columns

Publish entity after change
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tmercer 125 on at

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RE: Search filters on Global search field

Hi Jason,

The fields displayed per entity in the Global search are actually the first 3 columns of the Quick Find view for that entity. So if you want to add the Company Website or another field associated with that account to results, you'll have to add it as 1 of the first 3 columns of quick find view for that entity.

Cheers!

Good Luck
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LuHao 40,884 on at

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RE: Search filters on Global search field

Hi Jason,

Do you need to add the field 'company website address' as an option in this filter?

This filter can only take entity as option, not field.

If you would filter the field 'company website address' to search Account, the you should use Advanced Find.

Click the funnel-shaped icon in the upper right corner to open Advanced Find.

Select 'Look for' as Accounts, then set the filter below. Select Website, then select Equals or ther identification, then select the keyword. Click Results to see the Accounts records.

In this way, you can filter out all accounts records that match the 'company website address'.

For more on Advanced Find, please refer to this blog.

https://www.encorebusiness.com/blog/how-to-use-advanced-find/

In addition, if you would configure the filtering field of the global search, that is, make the field 'company website address' participate in filtering, then please follow the steps of this blog:

https://ledgeviewpartners.com/blog/how-to-set-up-a-global-search-in-microsoft-dynamics-365-crm/\

The blog has detailed step-by-step screenshoots that clearly explain how to add fields to filtering.