Dynamics 365 comes with many ways to search for information. While Advanced Find feature is a great way to create specific search queries to find exactly you are after, most of the time users want to search for something quickly. There are three ways to perform quick searches in Dynamics 365.
OOTB entities comes pre-configured with some fields as searchable but you may want to add more fields and also add fields of custom entities. This article describes how to configure additional fields searchable in Global, Relevance, and Quick Find searches. The configuration is common for all three methods, therefore, the results should show up for all search types.
Note: Relevance Search has some restrictions on number of fields and therefore may not show results for all fields configured.
Configuring Search Fields
Follow the steps below to include additional fields for each entity to be searchable.
Navigate to Settings > Customizations
Click Customize the System
Let’s configure the Account entity.
Under Components, expand Entities > Account
Open the Quick Find Active Accounts view
Click on Add Find Columns
Select the fields you would like to add and click OK.
Save and Publish.
Let’s have a look at an account record. Email and Email Address 2 fields are populated. Before the configuration, searching Jacobs (email address 2 value) didn’t return any results. But after the configuration, it successfully returns the expected result.
These are the result before adding additional email address fields.
These are the results after adding additional email address fields.
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