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Microsoft Dynamics CRM (Archived)

Make notes search on their parent

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Posted on by Community Member

Hi!

So as I found out until now when you search the note entity it only searches for the text that is inside a note.

So if I'm searching for "test" it only searches for notes that contain the word "test", regardless of what the note belongs to.

But if I use the big search button on the top-right of my Dynamics 2016 on-premises and I search for an account named "Sony" I want it to show me the notes related to the account "Sony" and its opportunities, regardless of whether "Sony" happens to be actually mentioned in the note.

Any idea on how to achieve this please? Maybe I'm missing a setting somewhere.

Kind regards

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JohnAnonymous 5,241 on at

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I think you need to use advanced find for this. Find all notes where the related account is equal to Sony.

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