Better Searching in Dynamics 365 (CRM)

Posted by Jen Bieker on August 29, 2017


Searching just got a whole lot better!  Microsoft has improved searching for all.  Search the way you want. Here’s a closer look at the different ways to search. 

  1. Quick Search
  2. Categorized Search
  3. Relevance Search

Quick Search

Quick search is that little box in the upper right corner of all the grids.  It searches in all fields for that entity.  Using the asterisk here works as a wildcard for more results. For example, we are finding everything with the letters ‘an’ somewhere in a field in the Account data.  

Categorized Search

This is the magnifying glass in the upper right of your window.  The biggest difference here is that this search looks across all entities in the system.  Therefore, the same search might find items in Accounts, Contacts, Leads, Cases, etc. The results are conveniently displayed in columns, by entity.

Relevance Search

Here’s the new piece.  Starting with Dynamics CRM 2016 online, Relevance Search was unleashed.  Now, when you use the search box in Dynamics 365 you’ll also see results for text from documents, notes, email attachments, and even appointments. 

Microsoft introduced Relevance Search powered by Azure technology to boost performance in Dynamics 365.  It includes robust search features including,

  • Faster searching
  • Finds similar words or variations (Run, Running, Ran)
  • More results
  • Matches are highlighted for your convenience

There are a few limitations. , this form of search doesn’t work with on-premise versions and your administrator will need to enable it.  It’s disabled by default.  Here’s the Microsoft Help & Training on Relevance Search.

If you have further questions, send us an email at Support@Crestwood.com and our team of Dynamics experts can help you out.


Share this:
 
 

Comments:

Add your comment: