Microsoft Dynamics CRM Searching - Microsoft Dynamics CRM

What is Microsoft Dynamics CRM Searching?

Microsoft Dynamics CRM is a big product which has advanced significantly over the years. The product comes with a lot of out-of-the-box functionalities that are inbuilt in the system. You do not want to write any code for utilizing these features. one of the important out-of-the-box features is the looking capability of CRM, in that it helps advanced querying and filtering capabilities.

Quick Search

By default, the grid view of each entity in CRM supports a Quick search functionality using a search bar on top right. Following is a screenshot of quick search on contact entity.

Microsoft Dynamics CRM - Searching

  • You may try entering a search string like 'Robert' and it will go back all the matching data.
  • You may prefix the search keyword with * (asterisk) to perform a wildcard search.
  • Note when using the web client version of Microsoft Dynamics CRM, quick search usually searches All active records irrespective of the view selected.
  • You may customize the quick search (like customizing any other View) to adjust the filter criteria, configure sorting, add view columns, add find columns and change other properties.

Advanced Search

Advanced search allows you to search information of any entity in CRM. it is one of the strongest and one of the most useful feature that comes out-of-the-box with CRM. The superior search icon seems on the top ribbon bar of Microsoft Dynamics CRM irrespective of which screen you are on.

Microsoft Dynamics CRM - Searching

Click the Advanced Find icon to open the advanced find window. This window will allow you to choose the entity for that you want to look records, observe filtering and grouping criteria, and save your superior locate perspectives as personal views.

Let’s take an example. suppose, you need to search for all of the Contacts with FirstName containing Robert and who are Divorced. For this −

Step 1 − Choose Contacts from the Look For dropdown. This dropdown will include all of the entities present in your system.

Step 2 − enter the search criteria as shown in the following screenshot. you may add as many search question parameters as you need. you can even institution such standards using group parameters. for example, if you would like to search all contacts whose first name is either Robert or Mark, you can upload search criteria and organization them using GroupOR.

Microsoft Dynamics CRM - Searching

Step 3 − Click the Results button. It will show the matched records in a new tab.

Microsoft Dynamics CRM - Searching

Step 4 − you may also edit the columns that you would like to see in the search results by clicking Edit Columns. for example, our current grid includes only two columns – full name and business phone. but, if you would like to have an additional column of email identity introduced to this grid, you may do so using this option.

Saving Custom View

At this level, if you would like to save this search criteria, along with the filters and edited columns, you may do so through clicking the save button. once saved, you may use this saved view when you are on that entity page.

Microsoft Dynamics CRM - Searching

For example, consider that as a customer executive you serve two types of customers: normal and premium. hence, you could create an advanced filter with those respective classes and save them as Normal Contacts Assigned to Me and premium Contacts Assigned to Me. you may then quickly access those views directly from the contact entity page without carrying out a quick search or an advanced find seek every time you use the system.

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