It is one of the strongest and one of the most useful feature that comes out-of-the-box with CRM. Advanced SearchĪdvanced Search allows you to search records of any entity in CRM. You can customize the Quick Search (like customizing any other View) to modify the filter criteria, configure sorting, add view columns, add find columns and change other properties. Note − When using the web client version of Microsoft Dynamics CRM, Quick Search always searches All Active records irrespective of the view selected. You can prefix the search keyword with * (asterisk) to perform a wildcard search. You can try entering a search string like 'Robert' and it will return all the matching records. Following is a screenshot of quick search on Contact entity. Quick Searchīy default, the grid view of every entity in CRM supports a Quick Search functionality using a search bar on top right. One of the important out-of-the-box features is the searching capability of CRM, in that it supports advanced querying and filtering capabilities. You do not need to write any code for utilizing these features. The product comes with a lot of out-of-the-box functionalities that are inbuilt in the system. Microsoft Dynamics CRM is a vast product which has evolved significantly over the years.
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