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How to Search a particular term across all the entities?

Posted on by 10

Hello, 

How to Search a particular term across all the entities like account contact opportunities etc  including activities, annotations and similar entities and all attributes/properties of these entities. using sdk or some API.

Say i give a keyword Gabriel, i want result such as key word Gabriel appearing in any contact, any account any lead , any opportunity etc or   in any of the properties of these entities also even  in  posts,  comments ,annotations , activities , attachment names any where in dynamics sales module


If anyone knows, please let me know. 
I have come across https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/query-data-web-api Querying data like this but i want something global and not entity specific or property specific. 

Thanks. 

  • a33ik Profile Picture
    a33ik 84,321 Most Valuable Professional on at
    RE: How to Search a particular term across all the entities?

    I don't remember if those Search capabilities are available in SDK so your best shot is to use WebRequest/WebResponse.

  • Akshar Ganatra Profile Picture
    Akshar Ganatra 10 on at
    RE: How to Search a particular term across all the entities?

    Is there any way we can use relevance search using sdk ?  

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,321 Most Valuable Professional on at
    RE: How to Search a particular term across all the entities?

    Hello,

    Here is how you can use relevant search using API - learn.microsoft.com/.../relevance-search

  • Akshar Ganatra Profile Picture
    Akshar Ganatra 10 on at
    RE: How to Search a particular term across all the entities?

    I am asking using sdk or api.

  • Matt Trollope Profile Picture
    Matt Trollope 10 on at
    RE: How to Search a particular term across all the entities?

    Global or Characterised Search

    Settings -> Administration -> System Settings

    On the General tab find "Set up Search" where you can select up to 10 entities to search within

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