One of my favorite ways to improve usability of Dynamics CRM Advanced Find is to set the fields that are not being used to be “non searchable.” You can do this by either selecting the fields in customization and clicking “edit” or by using the excellent field property editor in the XRM Toolbox (thanks again Tanguy).
But before you do this, it is important to understand the wide-reaching effects of setting a field to be non searchable. It is not just about views and Advanced Find. If you make a field non searchable, you may:
- Prevent users from selecting the field for goal metrics.
Prevent users from selecting the field from the chart designer Preclude the use of the field for workflows.
NOTE–thanks to Adam Vero for pointing out that we were wrong on some of the above list. That’s good news if you want to hide a field but still use it as a background field for workflow or charting purposes. However, it underscores the inconsistency of the unsearchable setting–don’t assume that just because a field is “non searchable” that it is not available to users. Users can still add the field as a column to a view, they just can’t select it as part of the filter. As Adam mentioned in his comment, there are several suggestions on Microsoft Connect to make this feature work more consistently.
So go ahead, make the field non-searchable. Just be really really REALLY sure that you won’t ever need that field for anything anywhere.