Searching Options in Dynamics 365

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Aaron Back, MCP

Finding information within Dynamics 365 is a crucial need for any user. You know the importance of putting in the important information. Likewise, you know that getting data out is equally important. That's why it's good to understand your search options.

"Classic" Search

Searching for records within Dynamics 365 (CRM) has been around for a while. But, this has been delegated to, what I call, the "classic" search. This search option is still available in the current version. The "classic" search is located within each entity area and is found directly above a View.

Classic Search

Categorized Search

Microsoft introduced Categorized Search a couple of versions ago. Not only can you search various entity categories, but also filter these categories. Although this is great, you are limited to 10 entities that can be searched.

Categorized Search

Relevance Search

Relevance Search introduced a more familiar way to search for information. The results returned using this method are more like search engine results. However, you have to enable Relevance Search as it is not enabled by default. You can enable this setting by going to Settings>Administration>System Settings and scrolling down to the "Set up Search" area.

Aaron Back is Microsoft Certified Professional with many years experience with Microsoft Dynamics 365 (CRM). He is actively involved with the Microsoft Dynamics CRMUG (User Group) Community. His involvement includes: Serving as Chapter Leader for his local CRMUG Chapter, serving on the CRMUG Board of Advisors, and speaking at the annual CRMUG Summit conference.

For more information or assistance with Dynamics 365 (CRM) contact ACE!

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