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Hello CRM Community,
I have a problem and hope that someone out there has a solution.
Scenario:
I got one custom entity (Entity A) which has 3 n-1 relationships (lookups) to three other entities (Entity 1, Entity 2, Entity 3). Entity 1, 2 and 3 have their attributes: name (CRM-"primary key", the value which I see in the lookup field of Entity A), cost and some date.
In my System views for Entity A I can of course configure columns, which will show my lookup values of the 3 related entity records. In my Search Columns configuration (in the configuration for the Quick Search View) I can add these lookup attributes to my searched attributes, when typed in into the Quick Search field.
Problem is, that I need to search also on base of the other attributes of the related entity (e.g. cost or some date). I was hoping, that by adding these fields in the System views, it would get them accessible also in my search column configuration, which is not the case...
Is there any way to accomplish that, avoiding to maintain (write) my searching interested attributes in the Entity A table? I remember reading something about changing the content of system views by "replacing" these dynamically through C# code (I guess it was supported). Could I use something of that in order to solve my problem with my search requirements?
I use CRM 2015 onPremise
Any help would be very much appreciated
Thanks
John
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In quick find columns you can include only attributes of a primary entity and it does not allow you to add related record fields. One way to address this issue is leveraging global search where user can search for any quick find column values configured. You can include all frequently used entities in the global search
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