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Dynamics 365 Business Central

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Jul 10, 2024

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AI Summary

  • Search Company Data tool in Dynamics 365 enables users to select tables/fields for full text search
  • Tool is now more easily accessible in 2023 release wave 2 at the bottom of Tell Me search results
  • Helps in searching for specific information like odd document numbers or contact emails
  • Allows users to find relevant data quickly, such as contacts referenced in documents
  • Initial setup includes limited tables/fields for better performance but can be expanded with a few clicks
  • Users can customize search criteria by adding new tables and selecting fields to search
  • Table and field selection is tied to role center for efficient performance
  • Recommended to add relevant tables/fields based on user roles, such as Vendor info for AP team and Customer info for AR team.

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