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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / SEARCH FOR OPPORTUNITY...
Customer experience | Sales, Customer Insights,...
Suggested answer

SEARCH FOR OPPORTUNITY NUMBER DOESN'T WORK

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Posted on by Ve Bivar

Hi guys,

I'm new in this forum. 

I would like to request help in my first challenge. For some reason when I try to search by the opportunity number doesn't work. How can I fix that?

Thank you

no-results-found-_2D00_-Opps.PNG

  • LuHao Profile Picture
    LuHao 40,886 on at
    RE: SEARCH FOR OPPORTUNITY NUMBER DOESN'T WORK

    Hi partner,

    Has the problem been solved?

    Please click Yes under "Did this answer your question?" to close this thread.

    pastedimage1591782162808v1.png

    Thanks.  

  • Suggested answer
    Vaibhav Shukla Profile Picture
    Vaibhav Shukla 120 on at
    RE: SEARCH FOR OPPORTUNITY NUMBER DOESN'T WORK

    Hello Ve Bivar,

    1-You can add Opportunity Number in Quick Find View-> Add Find Column.

    2-You can change system settings, Go to General tab, locate the ‘Set up Search’ section and click on ‘Select’ next to ‘Select Entities for Categorized Search’ and here you can also check use quick find view of an entity to searching on rods and sub-grids.

    For details you can read : www.vaibhavwebhubb.online/.../quick-global-search-dynamics-crm

    Hope this helps! I'd appreciate if you'd mark this as a Verified answer.

    Thanks,

    Vaibhav

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,886 on at
    RE: SEARCH FOR OPPORTUNITY NUMBER DOESN'T WORK

    Hi partner,

    Agree with Andrew.

    The opportunity number field is a custom field.

    For custom fields, we need to add them to the "find" and "view" columns of the Quick Find Open Opportunities view.

    Go to Customizations > Opportunity > Views, edit Quick Find Open Opportunities view (Quick Find View).

    pastedimage1591162791824v1.png

    Click Add View Columns and Add Find Columns, add the opportunity number field.

    pastedimage1591162867807v2.png    pastedimage1591162902562v3.png

    Save, then publish all customizations.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: SEARCH FOR OPPORTUNITY NUMBER DOESN'T WORK

    Hello,

    Have you added opportunity number to the list of Quick Find Fields?

    ledgeviewpartners.com/.../

  • Ve Bivar Profile Picture
    Ve Bivar on at
    SEARCH FOR OPPORTUNITY NUMBER DOESN'T WORK

    Hi guys,

    I'm new in this forum. 

    I would like to request help in my first challenge. For some reason when I try to search by the opportunity number doesn't work. How can I fix that?

    Thank you

    2625.no-results-found-_2D00_-Opps.PNG

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