In Dynamics CRM 2015 or later we have cross entity search. This allows users to search across multiple entities and displays the results on a single screen. If you don’t find the record you want, you can hit the + button.
So when you are training users, should you train them to create new records from the view, from the quick create button, or the cross-entity search results page? I maintain that you should teach users to create from search results for two big reasons:
- It forces them to search before creating, which protects against creating duplicate records.
- When you click the + button on the search results, the new record form will prepend the words you searched for to the “name” field of the created record.
So if I search for CRM Tip of the Day and don’t get any results…
When I click the + button, the quick create form will already contain “CRM Tip of the Day” as the record name.
This will reinforce good data quality practices and save users time.