Dynamics 365 CRM - Development
Category
Mar 28, 2024
Published date
Text
Article Type
AI Summary
- The article discusses the Global Search feature in Microsoft Dynamics 365, which allows users to search across all CRM entities and view the results in a single-view layout.
- The article provides step-by-step instructions on how to add an entity and fields to the Global Search feature in Dynamics 365 CRM.
- The first step is to log in to the Power Apps environment using the provided URL and select the desired environment.
- Next, the user needs to access the Settings Icon and select Advanced Settings, followed by Administration and then System Settings.
- After selecting the Set up Search option, the user can choose up to 10 entities for Global Search and sort them using the Move up and Move down options.
- The user then needs to create a solution and add the required table (entity) for Global Search. The article uses the example of adding the "Order Fulfillment" table.
- In the solution, the user should navigate to the selected entity and click on Views. The Quick Find Active Order Fulfilments view is typically associated with the global search option.
- The user can customize the view by adding the necessary fields for display and search. Only the first three fields of the view will be visible in the global search feature.
- Once all the customizations are completed, the user should save and publish the solution.
- Finally, the user can return to the main page of the Model Driven App and use the global search icon to search for values in the specified field. The entities that contain the searched value will be displayed, with only three fields visible for each entity during the global search.
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