Search Capabilities

Search Capabilities

The Search box, sometimes referred to as Categorized Search, or global search, allows you to quickly search across entity records right from the Navigation bar.

To use the search box in the Navigation bar, begin typing a keyword and select the magnifying glass or hit enter. You can also use an asterisk (*) as a wildcard character to search within a field (e.g., a user wants to search for all records that have the word ‘ski’ in the record, the user would enter ‘*ski’ in the search box).

The Search box allows users to search multiple entities at the same time, up to 10 entities. The 10 entities used in the Search box are customizable and configurable by users with the appropriate access. For online deployments organizations also have the option of enabling Relevance Search which gives comprehensive results in a single list sorted by relevance. It uses a search service external to Dynamics 365 powered by Azure to boost search performance. There is no limit to entities searched, but it does require indexing of searchable entities. Once enabled users can choose to use either relevance or categorized search.

Dyanamics 365 also has an Advanced Find button located in the navigation bar where users will have the ability to create a more refined or complex search.

From within an entity is also a search box which is referred to as the Quick Find. This search is limited just the record type or entity. Users with the appropriate permissions also have the ability to control what fields can be searched in the quick find by modifying the Quick Find View in the customize the system settings.

Search box set up

To customize the Search box users with appropriate access, you will have to go to System Settings to modify the 10 entities used in the search box for Categorized search.

With the updated search capabilities and better look and feel, users will have an improved experience searching for records within CRM.