Tag Archives: Search

Dynamics CRM 2015 – Global Search

Another highly anticipated feature of Dynamics CRM is Multi-Entity Quick Find, which allows users to search across multiple entities. Many ISVs have built their own implementations and it is nice to finally see this part of the base product. In this post, I will refer to Multi-Entity Quick Find as global search for simplicity.

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Global Search is available on the navigation bar, next to the Advanced Find button. Simply enter a search term and click on the search item (or press ENTER) to execute the search. The searchable fields for an entity are defined by the Find Columns of the Quick Find View for that entity. Global Search also supports wildcard searches.

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This displays a dedicated search results page which I really like the look of. It provides the ability to enter additional search queries without having to navigate back to the navigation bar for subsequent searches. The results are grouped by entity and are displayed vertically with tiles and key information about the record. If you have uploaded images for certain records (e.g. Contacts and Accounts), the image will be displayed instead of the entity icon.

A user can simply click on a search result to open the record, or they can click on the + (plus) icon next to the entity name to create a new record. Doing so will either display an empty form, or the quick-create form.

The Filter with drop-down list displays the entities that are configured for global search. A user can select any item in the list to only show results for that entity.

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We’re not restricted to only these entities. Additional entities can be configured for Global Search on the General tab in System Settings.

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Clicking on the Select… button lets you select the entities to be configured for Global Search. This list also includes any custom entities that you create.

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I tried specifying every single entity and received an error message stating that you can only specify a maximum of 10 entities for global search.

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With this restriction in place, it is important to have a good think about the core entities in your system that need to be configured for global search.

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Dynamics CRM 2015 – Global Advanced Find

You asked for it and Microsoft has listened! Dynamics CRM now provides the ability to launch the Advanced Find window from anywhere within the application.

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Previously, the Advanced Find button was only available on the command bar (or in the overflow menu) on forms and views which was a bit of a nuisance and required a few clicks just to launch it.

An important thing to note is that when you launch Advanced Find from a form, it opens in a separate window with no minimise or restore buttons. You also cannot click back onto the main window to navigate back to the form.

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Launching Advanced Find from within a view yields a different result. The window that opens allows the user to minimise and restore.

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Having Advanced Find globally available is one of my personal favourite features of the new release. Stay tuned for more new features in Dynamics CRM.