Search Capabilities in Dynamics 365
The Search box, sometimes referred to as Categorized Search or Global Search, allows users to quickly search across entity records right from the Navigation bar.
To use the search box in the Navigation bar, click on the magnifying glass and begin typing, then hit enter.
Note: An asterisk (*) is used as a wildcard character to search within a field.
Example: To search all record for ‘ski,’ enter ‘*ski’ in the search box.
- A Contact with email address ‘John.Smith@AlpineSki.com’
- An Appointment with subject ‘Develop Proposal for Alpine Ski Company’
- A Contact with name ‘Roman Polanski’
The Global Search box allows users to search up to 10 entities at the same time. These 10 entities are customizable and configurable by users with appropriate access. Go to Settings > Administration > System Settings > General and click Select for ‘Select entities for Categorized Search,’ as show below:
For online deployments, organizations also have the option of enabling Relevance Search, which gives comprehensive results in a single list sorted by relevance. Relevance Search uses a search service external to Dynamics 365 and 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 either Relevance Search or Categorized Search.
To enable Relevance Search, go to Settings > Administration > System Settings > General and click on Enable Relevance Search:
Dynamics 365 also has an Advanced Find button, located in the navigation bar, that provides users the ability to create a more refined or complex search.
Within each entity is another search box, referred to as Quick Find:
This search is limited to just the record type or entity. Users with the appropriate permissions can also control what fields can be searched in the quick find by modifying the Quick Find View here: Settings > Administration > System Settings > Customization. Simply expand Entities > expand an entity (e.g., Account) > Views > Quick Find Active Accounts > Add Find Columns and select the fields to be included in your Quick Find search results:
With all these updated search capabilities and better look and feel, users will have an improved experience searching for records within Dynamics 365.