Tip: Microsoft Dynamics CRM 2015 Multi-Entity Search Setup

We’ve covered the great functionality of Multi-Entity Search in CRM2015 here.

Microsoft has included, right in the Command Bar, a great magnifying glass icon that takes us right to a page with a search window.  Typing an Account name will bring up Opportunities, Cases, Contacts with the word Coho- which is an awesome feature!

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This is available across Custom Entities, in addition to out-of-the-box entities.

To configure entities for the search, navigate to Settings/ Administration/ System Settings. Scroll down to find “Set Up Quick Find”.

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Note: Enable Quick Find Record Limits sets a limit to the amount of records CRM will search (a feature that was available in CRM 2011).  The max here is 10,000 records (when enabled) to optimize search speed/ functionality.

Open Select entities for search, and the screen below will open and allow you to add or remove entities to search across. This again, can include custom entities, but is a max of 10 entity types.

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The Quick Find View “Find Columns” are the fields used to search for the records where Multi-Entity Quick Find is enabled.

Setup for Multi-Entity Search in CRM2015 is as simple as that!

If you have any questions or immediate Dynamics CRM needs, please don’t hesitate to contact us.

By Erin Karatkiewicz, Applications Consultant, with xRM3, a Microsoft Partner specializing in Dynamics CRM consulting, implementation, integration, and administrative services. Based in San Diego County Southern California.