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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Views created by Advan...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Views created by Advanced Finds not searchable by certain fields

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Posted on by JonClay

Hi everyone

We have several Views set up on the Contact Entity in our Dynamics 365 Online instance. These are searchable by name (e.g. I can search on First Name, Last Name etc).

I also have some Views set up on the Education Entity, which relates to the Contacts Entity, and shows columns from both Entities. However, these Views are not searchable by name even though the First Nae and Last Name columns from the Contact Entity are showing in the View. Is this by design, or am I doing something wrong / missed something out?

Many thanks,
Jon

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  • Suggested answer
    MehranBre Profile Picture
    MehranBre 732 on at

    hi,

    There is no way to search for fields of one entity from within another entity (except for the main field of that entity). Only if you enable the LookUp field of Contact in Quick Find View of Education, you can search for the terms in the main Contact field from within the view.

    My suggestion is to update main field of Contact when creating the entity with a plugin and set it with required fields for the search so that you can use this field to search from within other entities.

    Regards.

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