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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM Case Search
Microsoft Dynamics CRM (Archived)

CRM Case Search

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Posted on by SeanaLee

I am using the Dynamics 365 CRM 2016+. 

I am familiar with using the Advanced search to look up a previous case. But i want to be able to use the Search field in each view to look up a case. 

So for resolved cases i want to just put the case number and find it. Is there a way to set the Search field to do this? Or will i have to keep using the Advanced Find to find past cases that are resolved or Cancelled? 

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  • rthompson Profile Picture
    rthompson on at
    RE: CRM Case Search

    Without assuming can you send a screenshot on where you would like to do this.

    But it sounds like to just need to change the view to use "ticketnumber".

  • SeanaLee Profile Picture
    SeanaLee on at
    RE: CRM Case Search

    Thank you! I was able to get it and search by the "ticketnumber".

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