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Microsoft Dynamics CRM (Archived)

Search Entity Lists From Global Search

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Posted on by 145

Hi all,

I have a series of Entity Lists scattered across my site. I want to search all of them either name or content from the global search located in the header.

Is this possible, how is it done?

Thanks,

J

*This post is locked for comments

  • opticshrew Profile Picture
    145 on at

    Hi folks,

    It appears that custom entity lists cannot be searched from the global navigation as seen in another forum post. Does anyone have a workaround?

    Thanks,

    J

  • Suggested answer
    Shaminderpal Singh Profile Picture
    1,565 on at

    Hi,

    Unfortunately, only below entities can be configured for portal global search-

    • Knowledge Article
      • Notes and attachment of a knowledge article are searchable as well. 
      • Articles are searchable only if they are published and their Internal Only field is set to false.
    • Blog
    • Blog Post
    • Blog Post Comment
    • Forum
    • Forum Post
    • Forum Thread
    • Idea
    • Idea Comment
    • Idea Forum
    • Web File
      • Attachment content of web files is searchable as well. 
    • Web Page
    • Incident

    Refer the full article here-https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/search

    -Shaminder

  • opticshrew Profile Picture
    145 on at

    Hi Shaminder,

    Is there a way to search all list items?

    Thanks,

    J

  • Verified answer
    Shaminderpal Singh Profile Picture
    1,565 on at

    I assume you are talking about searching the entity list data, even though we can't do it in global search but we can create a web page and expose entity lists which would give us the capability to search them all.

    Hope it helps.

    -Shaminder

  • opticshrew Profile Picture
    145 on at

    Hi Shaminder,

    I thought that would be the case. Thanks anyway!

    J

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