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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / customize a search fun...
Microsoft Dynamics CRM (Archived)

customize a search function

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Posted on by sdnd2000 2,512

Hi, in CRM, except the existing search function, can I create search page for a customized search function, for example, in that page, people is able to fill out some search condition fields, and run search, and a result show up from a view, if it is not convenient in CRM itself, can we do it through ADX studio ?

Thanks

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  • Verified answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    Hi,

    It can be done but it won't be easy, and I don't think ADX will do it.

    You'll need to build a an html page with your layout using javascript to hit CRM. When you create your page, upload it to CRM as a web resource so you can access it from the app. Then you want to edit the sitemap and add an item called 'My Search' that shows your web resource. That'll let users see the search in the menu, click on it and get your new search page full-screen, and perform any functionality you want there.

    Hope this helps! I'd appreciate if you'd mark this as Answering your question.

    Thanks,

     Aiden

  • sdnd2000 Profile Picture
    sdnd2000 2,512 on at

    thanks for that. is there sample page that I can refer to?

  • MilindP Profile Picture
    MilindP 1,019 on at

    The global search is much efficient and taking care of the most of the search requirement. Why do you want to create a new search.... is there any specification around it?

  • sdnd2000 Profile Picture
    sdnd2000 2,512 on at

    user didn't get used to it.

  • Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    I could understand the requirement if you wanted advanced searching, like a name field, city field, etc., and they can search with whatever data they know. It could be across entities as well, like contacts in city X with orders over totaling Y over the last 12 months.

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