News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... How to find a record i...

Customer experience | Sales, Customer Insights,...

Suggested answer

How to find a record in the entire database with the least clicks?

(0) Share

Report

Report

Posted on by barbieruelas

4

Hi! One of my users is asking how to find a specific record in Dynamics.

This user looks at the entire organization's records and with all the constant changes he wants to make sure he gets to the records of interest easily, without having to reach out to each user every time.

I had thought about using the record's GUID code from an excel exported file and using the search box at the top to look for the record using the GUID code. This does not seem to work.

Any ideas on how to accomplish this?

All responses Img

All responses (2)

Answers Img

Answers (0)

Suggested answer

Leah Ju Microsoft Employee on at

Like (0)

Report

How to find a record in the entire database with the least clicks?

Hi barbieruelas,

Maybe you can try to configure Dataverse search:

--Dataverse search delivers fast and comprehensive search results in a single list, sorted by relevance.

--With Dataverse search enabled, a search box is always available at the top of every page in all the model-driven apps in the environment.

More information: https://learn.microsoft.com/en-us/power-platform/admin/configure-relevance-search-organization

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah
Suggested answer

Adrian Begovich 1,014 Super User 2024 Season 2 on at

Like (0)

Report

How to find a record in the entire database with the least clicks?

Hi barbieruelas,

Record clicks are not recorded by default in Microsoft Dynamics CRM. However, you can use the Modified On field to find records that have not been recently modified; This will give you the records that are not being clicked.

Helpful resources

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard

#1

André Arnaud de Cal... 291,622 Super User 2024 Season 2

#2

Martin Dráb 230,354 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans