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Customer experience | Sales, Customer Insights,...
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Different Views for search results in Dynamics 365 CRM Unified Interface

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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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IntS3.PNG

  • Verified answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,615 on at
    RE: Different Views for search results in Dynamics 365 CRM Unified Interface

    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

  • Paul_Owen Profile Picture
    Paul_Owen 2,027 on at
    RE: Different Views for search results in Dynamics 365 CRM Unified Interface

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

    Regards

    Paul

  • Ronak Lodaya Profile Picture
    Ronak Lodaya 20 on at
    RE: Different Views for search results in Dynamics 365 CRM Unified Interface

    Hi @DavidJennaway

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

  • David Jennaway Profile Picture
    David Jennaway 14,063 on at
    RE: Different Views for search results in Dynamics 365 CRM Unified Interface

    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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