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Accounts are setup in system settings as an entity for quick find
in the quick find view for accounts, accountnumber is selected as a find column
When we enter in and account number into the global quick find view (top of the screen) no results are retured. but when we run and advanced find using the same account number, the account is found.
What could I be missing here?
Make sure that you have added field in Global quick search. Please take help from below article:
community.dynamics.com/.../how-to-set-up-global-search-in-microsoft-dynamics-365
Please mark the response as answer if it has helped you fix the issue :)
Hi.
The record you are expecting, check if it is active. Also check your quick find view for any other specifc criteria which can block this record from the global search.
Ideally if you have selected the account entity in system setting and have also added the column in quick find (view column/ find column) then it should appear.
Hope this helps.
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