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Customer experience | Sales, Customer Insights,...
Suggested Answer

Text field - Search possibility

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Posted on by 144

I am facing with a problem while trying to search in entitie lists or drop down menu 
for values inside text fields.


For example i have column description in one entitie and while trying to search on list

all records that have this value in DEscription filed i cant find any records.


I tried using * but also faced with the same problem.

I have the same question (0)
  • RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi,

    That is the itention of search functionality i.e. when you type in something, it search that for the enabled field across all records. What is your expectation? Can you please provide more details in case I have misunderstood this?

  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at

    Hi Davor ,

    If my understanding is correct you are talking about Quick Find in the home entity grid. If yes please note this  search is limited to just the record type or entity. Users with the appropriate permissions can also control what fields can be searched in the quick find by modifying the Quick Find View here: Settings > Administration > System Settings > Customization. Simply expand Entities > expand an entity (e.g., Account) > Views > Quick Find Active Accounts > Add Find Columns and select the fields to be included in your Quick Find search results. 

    For more information you can refer below article - 

    https://crmbook.powerobjects.com/basics/searching-and-navigation/searching-crm/

  • Davor S Profile Picture
    144 on at

    I would like to be able to search by text column in lookup field, is this possible?

    For example, Product lookup field, i can search by name and code, but i can't search by description of the product.

  • Suggested answer
    MehranBre Profile Picture
    732 on at

    Hello,

    I also had search problem in Microsoft Dynamics until I developed my own solution.

    its simple and fast to use!

    You can use it now

    I think this is exactly what you wanted

    GitHub link: github.com/.../Microsoft-Dynamics-365-Advanced-Search

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