The Multi entity search capability known as “Quick Find Search” is something that Microsoft Dynamics CRM users have been asking for since CRM 2.0 (probably before) and now that it’s here, we want to make the most of it.
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The Quick Find search option gives the user the ability to search on key words across all records types that have been either by default or manually updated by the system administrator determined within the system. There is a maximum of 10 record entities that can be added to this search list so remove any you don’t use and add the ones important to your users.
To see which record entities are already included in the Quick Find Default Search got to
SettingsàAdministrationàSystem Settings
In the tab marked “General” you will see a heading called “Set up Quick Find”
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Then, using the “Select” Tool you can choose the entities you would like to have in your Quick Search.
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You will find a listing of record entities to choose from.
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Select the record entities that you would like to add or remove and click “OK”.
Your users should now be set up to search the system globally using key words.
Hint: If you try to search and a specific record type does not return, check the “Quick Find” view on the entity to ensure it has been configured to search the value of that field.
Example: Let’s say you’re searching for all records related to “Coho Winery”. You type the name into the Quick Find Search field and you see that the search returns the Account by that name as well as the Contacts who display Coho Winery as the “Account Name” or “Company” but don’t see any Opportunity records. The likely reason is that “Potential Customer” is not set as a Find Column on the Opportunity Quick Find view. Update the Find columns and you will see the Opportunity returned in the search.
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