Thursday, July 24, 2014

MSCRM 2013: Help with the Quick Find View

One of the most common, and frustrating, issues people have when first using Microsoft Dynamics CRM is the inability to find records using the search box.  Let's look at an example.

Scenario- I'm in Opportunities, I can't remember the Topic name, but I  know the Account starts with "Fabrik".  As you can see from the list below, There is an Opportunity for the Account Fabrikam:

Yet when I type Fabrik in the search box, no results are found:

Why is that?

Only fields that are defined in a system View called Quick Find View are searched.  To see what fields are included in the search, first navigate to the Default Solution, search the list of Opportunity Views for the Quick Find View.

Open the Quick Find View and click "Add Find Columns" to determine which columns are currently included in the search:

We see Account is not currently included in the search, which is why Fabrik yielded no results:

Only the Topic field is included in the search in the out of the box Quick Find .  Lucky for us, adding additional fields is as easy as checking the box next to the field name (if you have System Administrator or System Customizer privileges).  Save and Close the View.  Publish.

TIP: Don't forget to use the wildcard search (proceed search text with an "*")  to search for the text anywhere within the field.


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