Different Views for search results in Dynamics 365 CRM Unified Interface

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Posted on by Ronak Lodaya

I have two instances of Dynamics 365 CRM (Unified Interface). In Instance 1, When searching for some data it uses the Quick Find View in the entity itself. But in Instance 2 it uses some unknown Search Results View and fetches data from all the Views.

Note: Both the Instances are of same version.

How is it taking this Search Results View and where can I find it?

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David Jennaway 14,065 on at

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When using quick find, CRM will always use the Quick Find view, and should change the view selector to 'Search Results'. It looks like in you first instance, the user has either not yet pressed enter to start the search, or has changed back to the Active Accounts view after the search

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Ronak Lodaya 20 on at

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Hi @DavidJennaway

In the first Instance that screenshot is taken after pressing the search button.

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Paul_Owen 2,027 on at

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I have to agree with David, otherwise I suggest you open a case with Microsoft.

Regards

Paul

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Arun Vinoth 11,615 Moderator on at

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Like I answered in Stack Overflow - this is a new feature in 2020 wave 1 release, one of your org is enrolled in early adoption that's why you're seeing this difference.

stackoverflow.com/.../7920473

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