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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Search Customization w...
Microsoft Dynamics CRM (Archived)

Search Customization with multiple keywords

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Posted on by Clement-ALBERT 76

Hello Techies,

We are on dynamics CRM 2015 on-premises.
During the process of “Contact” creation we are able to add an account using the classic lookup.
My client has a need, when they want to search for accounts they want to search based on more than one keyword.

With the classic approach the client searches for *trainer*
And the result displays

  1. ABC Trainers
  2. Trainers Company

Instead of searching with one keyword, they want to use multiple keywords.
Example: *market* *trainer*

And the expected result is

  1. ABC Trainers
  2. Trainers Company
  3. Leading Marketers
  4. Market Leaders

Is there any way to achieve this using the OOB features?
If custom development needs to be done what is the right approach provided it should be a customization supported by Microsoft.

Awaiting your valuable inputs.

Thanks & regards,
Clement

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  • Suggested answer
    Dynamics Objects 365 Profile Picture
    Dynamics Objects 365 550 on at

    1. Its not possible OOTB

    2. If you want to have some customization, then find out which message is triggered when you search with key. Probably it looks for quick find view, passes the search string and displays you the result.

    I would suggest to find out the message which is triggered when you type the search string,  write a plugin on that message.

  • Verified answer
    Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at

    Hello,

    There is no OOTB method to do this.

    I think other possible options will be unsupported to access the DOM elements.

    What you can do is to add 2 new text fields (if you need your search to be based on those 2 text) and then on change of the text fields, you filter the lookup by using fetchxml and the function addCustomView.

    Hope this helps!

    If found helpful, please mark the answer as verified.

    Charles Abi Khirs.

  • Suggested answer
    prt33k Profile Picture
    prt33k 6,907 on at

    OOB you cannot do it.

    For custom development, you will need to write a plugin on retrievemultiple of the account. You need to catch the fetchxml in pre-event, split the search string into two or more part and then

    create a OR condition based fetchxml.

    The approach will have a performance hit so check with customer how badly they need it.

    Thanks,

    Pratik

  • Clement-ALBERT Profile Picture
    Clement-ALBERT 76 on at

    we ended up doing something similar with a custom field on the form which takes all the search words separated by space.

    And on the "onchange" event used "addPreSearch" with FetchXML to filter the lookup.

  • Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at

    Glad that this helped.

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