Customer experience | Sales, Customer Insights,...

How to Search a particular term across all the entities?

(0) Share

Report

Posted on by Akshar Ganatra

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.

All responses (5)

Answers (0)

a33ik 84,325 Most Valuable Professional on at

Like (1)

Report

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 10 on at

Like (0)

Report

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 84,325 Most Valuable Professional on at

Like (1)

Report

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 10 on at

Like (0)

Report

RE: How to Search a particular term across all the entities?

I am asking using sdk or api.
Matt Trollope 10 on at

Like (0)

Report

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