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Microsoft Dynamics CRM (Archived)

Is there view's search can filter another's fields.

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As i know, the view's search only search view's name, Now, I want to search another field, How to setting?

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  • Verified answer
    gdas Profile Picture
    50,091 Moderator on at
    RE: Is there view's search can filter another's fields.

    Hi Evan ,

    Go to settings -> Customization --> Customize the system Or Solution -> Expand Invoice entity --> Go to views --> Select Quick find View --> Open the Views  --> Add columns which you want.

    Hope this helps .

  • Verified answer
    Nithya Gopinath Profile Picture
    17,078 on at
    RE: Is there view's search can filter another's fields.

    Hi Evan,

    Follow the steps below to include additional fields for each entity to be searchable.

    1. Navigate to Settings > Customizations.
    2. Click Customize the System.
    3. Under Components, expand Entities and select the entity.
    4. Click Views.
    5. Open the Quick Find view.
    6. Click on Add Find Columns.
    7. Select the fields you would like to add and click OK.
    8. Save and Publish.

    See: https://community.dynamics.com/365/b/dynamics365apps/archive/2017/01/25/how-to-configure-searchable-fields-for-global-quick-find-and-relevance-search-in-dynamics-365

    Hope this helps.

  • Community Member Profile Picture
    on at
    RE: Is there view's search can filter another's fields.

    Hi Goutam

    Thanks for your help.

  • Community Member Profile Picture
    on at
    RE: Is there view's search can filter another's fields.

    Hi Nithya

    Thanks for your help.

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