Thursday, March 5, 2015

MSCRM 2015: Multi-Entity Quick Find (aka Universal Search)

Another great feature in the MSCRM 2015 release is the Multi-Entity Quick Find.  Use this feature when searching across multiple entities.  The entities that are included in the search are defined in:

 Settings>Administration>System Settings:

Add the entities you wish to include in the Multi-Entity Search feature.  Custom entities may be added :)

The Multi-Entity search can be accessed from any screen as it is on the main Navigation Bar:

Type the text you wish to search for- in this example we're using a wildcard search for "test":

The search results are displayed by entity:



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