CRM 2015 – Global Search – what you need to know

So how do I set up Global Search? How do I search my custom entities? How can I change the columns that are displayed?

In this blog post I will discuss the things you need to know about Global Search.

Key Features:

  1. You can only define 10 entities to be included in the search, these can be system and custom entities
  2. The returned values display the first 3 columns of the record quick find view
  3. You can specify whether to use enable a limit of 10000 records to be returned to improve performance
  4. You can search using 1 or more characters and you can use wildcard searches
  5. You can initiate a global search from the navigation bar
  6. You can create new records straight from the global search view
  7. Global search provides vertical scrolling
  8. Global search entities are system specific and are set up for the organisation
  9. Search displays the record images for easy identification of records

Setting up Global Search

  1. To select the entities to be included in the search, navigate to Settings->Administration->System Settings
  2. Scroll down on the general tab to the Set-up Quick Find section and click on Select.Global Search 1
  3. Use the controls on the form to select, deselect and move up and down the entities that you want to search upon.
  4. You can only select a maximum of 10 entities and the order in which they are listed is how they will appear
  5. Save and close and the Global Search settings are now updated

Updating Quick View forms

  1. If you want to change the columns that are displayed or change the columns that are searched then you need to update the quick view form
  2. Navigate to settings->Customisations->Customise the solution
  3. Select the entity to update
  4. Select Views
  5. Open the Quick Find view
  6. Update the columns and search fields.Global Search 2
  7. Save and publish the changes

Using Global Search

  1. To initiate a global search, enter a search term in the search box on the navigation pain, and click the looking glass. If you resolution is low or you have minimise the CRM window then only the looking glass will be displayed. Clicking the looking glass will open the search windowGlobal Search 3
  2. The Global Search pane is displayed with the results
  3. You can now filter the search to a specific entity, select the record to open, create a new record or change the searchGlobal Search 4
Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s