Search function in Dynamics CRM
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I am new to Dynamics and I would like to say the search functionality seems quite limited. I would like to search for specific contacts and organisations but the search seems quite generic. Can I add different data fields to the search and if so how?
I understand we can do wildcard searches, I would like to drill down to search for organisations of a defined organisational type or contacts of a defined contact type.
dynamics-crm
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up vote
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I am new to Dynamics and I would like to say the search functionality seems quite limited. I would like to search for specific contacts and organisations but the search seems quite generic. Can I add different data fields to the search and if so how?
I understand we can do wildcard searches, I would like to drill down to search for organisations of a defined organisational type or contacts of a defined contact type.
dynamics-crm
New contributor
Do you have any followup questions?
– Arun Vinoth
3 hours ago
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up vote
1
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favorite
up vote
1
down vote
favorite
I am new to Dynamics and I would like to say the search functionality seems quite limited. I would like to search for specific contacts and organisations but the search seems quite generic. Can I add different data fields to the search and if so how?
I understand we can do wildcard searches, I would like to drill down to search for organisations of a defined organisational type or contacts of a defined contact type.
dynamics-crm
New contributor
I am new to Dynamics and I would like to say the search functionality seems quite limited. I would like to search for specific contacts and organisations but the search seems quite generic. Can I add different data fields to the search and if so how?
I understand we can do wildcard searches, I would like to drill down to search for organisations of a defined organisational type or contacts of a defined contact type.
dynamics-crm
dynamics-crm
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New contributor
edited yesterday
Arun Vinoth
8,578132345
8,578132345
New contributor
asked yesterday
IET
61
61
New contributor
New contributor
Do you have any followup questions?
– Arun Vinoth
3 hours ago
add a comment |
Do you have any followup questions?
– Arun Vinoth
3 hours ago
Do you have any followup questions?
– Arun Vinoth
3 hours ago
Do you have any followup questions?
– Arun Vinoth
3 hours ago
add a comment |
2 Answers
2
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oldest
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up vote
0
down vote
You are asking about something called "Advanced Find".
You can open Advanced Find by clicking the Funnel icon in top right corner of CRM application.
From there on, you select the main entity you want to look for, and add constraints on fields contained within this entity.
This is a very powerfool tool, and explaining all of it's possibilities would be quite exhausting for a Q&A site like SO, so instead I will drop a link to a guide on using it I found just a second ago:
CRMBook - Advanced Find
Some further reading on Microsoft Docs: link
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up vote
0
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There are different search options available in Dynamics CRM. The one you are talking about is Global search to span across entities (search box in top navigation bar). Global search uses the Quick find view filters.
Quick find is the small search box available above entity view grids. You can set the filterable fields in quick find view definition.
Another answer talks about Advanced find - the powerful one.
For Excel like filtering capability you can try this custom filter on view columns: Increase your Strategic Effectiveness by Filtering Views in Microsoft Dynamics 365
Read more
add a comment |
2 Answers
2
active
oldest
votes
2 Answers
2
active
oldest
votes
active
oldest
votes
active
oldest
votes
up vote
0
down vote
You are asking about something called "Advanced Find".
You can open Advanced Find by clicking the Funnel icon in top right corner of CRM application.
From there on, you select the main entity you want to look for, and add constraints on fields contained within this entity.
This is a very powerfool tool, and explaining all of it's possibilities would be quite exhausting for a Q&A site like SO, so instead I will drop a link to a guide on using it I found just a second ago:
CRMBook - Advanced Find
Some further reading on Microsoft Docs: link
add a comment |
up vote
0
down vote
You are asking about something called "Advanced Find".
You can open Advanced Find by clicking the Funnel icon in top right corner of CRM application.
From there on, you select the main entity you want to look for, and add constraints on fields contained within this entity.
This is a very powerfool tool, and explaining all of it's possibilities would be quite exhausting for a Q&A site like SO, so instead I will drop a link to a guide on using it I found just a second ago:
CRMBook - Advanced Find
Some further reading on Microsoft Docs: link
add a comment |
up vote
0
down vote
up vote
0
down vote
You are asking about something called "Advanced Find".
You can open Advanced Find by clicking the Funnel icon in top right corner of CRM application.
From there on, you select the main entity you want to look for, and add constraints on fields contained within this entity.
This is a very powerfool tool, and explaining all of it's possibilities would be quite exhausting for a Q&A site like SO, so instead I will drop a link to a guide on using it I found just a second ago:
CRMBook - Advanced Find
Some further reading on Microsoft Docs: link
You are asking about something called "Advanced Find".
You can open Advanced Find by clicking the Funnel icon in top right corner of CRM application.
From there on, you select the main entity you want to look for, and add constraints on fields contained within this entity.
This is a very powerfool tool, and explaining all of it's possibilities would be quite exhausting for a Q&A site like SO, so instead I will drop a link to a guide on using it I found just a second ago:
CRMBook - Advanced Find
Some further reading on Microsoft Docs: link
edited yesterday
answered yesterday
Asunez
1,274833
1,274833
add a comment |
add a comment |
up vote
0
down vote
There are different search options available in Dynamics CRM. The one you are talking about is Global search to span across entities (search box in top navigation bar). Global search uses the Quick find view filters.
Quick find is the small search box available above entity view grids. You can set the filterable fields in quick find view definition.
Another answer talks about Advanced find - the powerful one.
For Excel like filtering capability you can try this custom filter on view columns: Increase your Strategic Effectiveness by Filtering Views in Microsoft Dynamics 365
Read more
add a comment |
up vote
0
down vote
There are different search options available in Dynamics CRM. The one you are talking about is Global search to span across entities (search box in top navigation bar). Global search uses the Quick find view filters.
Quick find is the small search box available above entity view grids. You can set the filterable fields in quick find view definition.
Another answer talks about Advanced find - the powerful one.
For Excel like filtering capability you can try this custom filter on view columns: Increase your Strategic Effectiveness by Filtering Views in Microsoft Dynamics 365
Read more
add a comment |
up vote
0
down vote
up vote
0
down vote
There are different search options available in Dynamics CRM. The one you are talking about is Global search to span across entities (search box in top navigation bar). Global search uses the Quick find view filters.
Quick find is the small search box available above entity view grids. You can set the filterable fields in quick find view definition.
Another answer talks about Advanced find - the powerful one.
For Excel like filtering capability you can try this custom filter on view columns: Increase your Strategic Effectiveness by Filtering Views in Microsoft Dynamics 365
Read more
There are different search options available in Dynamics CRM. The one you are talking about is Global search to span across entities (search box in top navigation bar). Global search uses the Quick find view filters.
Quick find is the small search box available above entity view grids. You can set the filterable fields in quick find view definition.
Another answer talks about Advanced find - the powerful one.
For Excel like filtering capability you can try this custom filter on view columns: Increase your Strategic Effectiveness by Filtering Views in Microsoft Dynamics 365
Read more
answered yesterday
Arun Vinoth
8,578132345
8,578132345
add a comment |
add a comment |
IET is a new contributor. Be nice, and check out our Code of Conduct.
IET is a new contributor. Be nice, and check out our Code of Conduct.
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Do you have any followup questions?
– Arun Vinoth
3 hours ago