Improved Search Functionality in Dynamics 365 Customer Engagement

by | Updated April 30, 2020 | Dynamics CRM

One of the features released as a part of the 2020 Wave 1 is improved search functionality in Dynamics 365 Customer Engagement – specifically the Quick Find Search. This improvement gives users the ability to perform a search in the currently selected view, and the results will reflect records within the defined view. This may seem like a minor enhancement, but I think it is important to mention because this is a big change to how users search for data in the system. More importantly, how they get search results.

Quick Find View in D365 Customer Engagement

The quick find view in Dynamics is the view that drives the results of searching in the search text box of an entity. For example, if you were in an account view, you can search for accounts in the top right.

Search Text Box

Today, regardless of what entity view you are currently searching from, your results will show records from your Quick Find View. For example, if you are on My Active Accounts view and you search for an account record that you do not own, that record will still show up in your search- as long as you’re searching a field that’s included in your Quick Find View.

With April’s release, the search enhancement allows users to see results based on the currently selected view. The search will apply the current views filters, while still searching the fields that are configured in the quick find view. The results will also not be shown in the quick find view, instead the current view will be used meaning the columns used in the current view will be shown in the results.

Search example: Michael owns an Account called CoHo Winery. If I am searching “CoHo Winery” in the My Active Accounts view, the results will show 0. If I change the view to “All Accounts” I will find the Account.

All Accounts

Power Apps in the Quick Find View

Keep in mind that users with appropriate permissions can still control and update what fields can be searched in the quick find by modifying the Quick Find View Settings. This can be configured for each entity in Power Apps in the Quick Find View.

Quick Find Active Accounts in Power Apps

Power Apps

The Quick Find Search functionality can be turned on/off from Features under Settings in the Power Platform Admin Center.

Power Platform Features

D365 Customer Engagement Admin Center

By toggling it to On, the functionality will remain the same and use the quick find view.

By toggling it to Off, this is using the new enhanced search functionality.

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

may

05may2:00 pm2:30 pmSimplifying Item Pricing, Availability, and Tracing for Batch Manufacturers

06may11:00 am12:00 pmConfab with Stoneridge - New Features to Empower Your Remote Workforce

12may10:00 am10:30 amThe Modern Manufacturer: Manufacturing Software in the Real World

12may12:00 pm12:30 pmFinancial Implications of Moving from Dynamics GP to Dynamics 365: Licensing and Infrastructure

17may(may 17)8:00 am28(may 28)11:00 amDynamics 365 Finance & Supply Chain Development Training - Online Workshop

19mayAll Day20Manufacturing and Microsoft Technology Conference

19may9:00 am10:00 amWhat is Your Global Manufacturing Strategy? Is It Time to Reshore?

19may10:30 am11:30 amFour Keys to Choosing the Best ERP or CRM Solution

19may10:30 am11:30 amGetting and Keeping Customers in 2021 and Beyond

19may10:30 am11:30 amMastering the Production Floor

19may12:00 pm1:00 pmImagining the Possibilities with Dynamics 365 for Manufacturing

19may12:00 pm1:00 pmBeyond Reporting - What BI Can Do For Your Manufacturing Operation

19may1:30 pm2:30 pmSmart Field Service for Manufacturers and Distributors

19may1:30 pm2:30 pmV is for Victory - The Elements of a Successful MRP Implementation Rollout

19may3:00 pm4:00 pmLot Management Strategies and Best Practices

19may3:00 pm4:00 pmSelling Through a Complex Channel - Distributor Management

20may10:00 am11:00 amManufacturing Technology in 2021 - The Impact of Digital Transformation

20may12:00 pm1:00 pmThe Power of a Connected Shipping Solution

20may12:00 pm1:00 pmEmployee Experience with Company ERP Implementations and Recommendations to Increase Employee Satisfaction

20may1:30 pm2:30 pmReporting and Business Intelligence Strategies for Today's CFO

20may1:30 pm2:30 pmSelecting and Implementing ERP: Don’t Leave it to Chance

20may3:00 pm4:00 pmCybersecurity Tips for Manufacturers – How to Protect Yourself From Ransomware & Other Vulnerabilities

20may3:00 pm4:00 pmEnsuring Quality for Batch Manufacturers

20may3:00 pm4:00 pmGuaranteeing ERP Project Success with an Enterprise Process Review

26may10:00 am10:30 amFinancial Implications of Moving from Dynamics GP to Dynamics 365: Services

26may10:00 am10:30 amThe Modern Manufacturer - Enterprise Asset Management

june

01jun8:00 am02(jun 2)11:00 amPower BI for Dynamics 365 - Online Workshop

02jun2:00 pm2:30 pmBusiness Intelligence for Batch Manufacturers

09jun10:00 am10:30 amThe Modern Manufacturer - Machine Maintenance Work Orders

23jun10:00 am10:30 amThe Modern Manufacturer: Cost Accounting in D365

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X