If you want to quickly find multiple records in advanced find, you can type in semicolon-separated text values into your filter. This can be a huge time saver, as you can copy/paste the string in, and assuming they are legitimate records, each value will resolve. This is also helpful for testing a set of records […]
You set regarding in the Dynamics 365 App for Outlook, but you don’t get the results you expect. If you are in Outlook desktop, you should be aware that behind the scenes webpages rendered in Outlook (and the entire Office platform) are rendered in Internet Explorer. This issue can be caused by cache issues in […]
I admit that, for a long time, I was under what turned out to be an illusion, that setting Searchable to No had the same effect whether you do it on a lookup or relationship. How wrong was I. (On unrelated note, isn’t “wrong” a binary construct? Wouldn’t that translate to “how zero was my […]
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 […]
Our original wildcard tip has generated some interest and I thought that this very good question from Chase deserves a separate post rather than an inline reply: I do not understand why this isn’t a native action of searching. There are multiple reasons why leading wildcard is not a default. I often use “what would […]
We did talk about wildcards and using some unorthodox search techniques before. But today’s tip is not a revision but rather an extension. In one of the projects we had the need to find all contacts whose last names contain spaces (if you must know, that’s because last names were used as a base for […]
Recently on the Dynamics CRM Facebook group, Rana Potter asked if it was possible to search within attachments from CRM. The winning answer came from Niran Belliapa: If you are using Dynamics 365 Online and have the December 2016 update you can use the Relevance search feature. You’ll find search results for text in a document […]
I’d like to be able to search contacts by first name and last name. And middle name. And birthday. And employee id. While you’re at it, add spouse name, comments, city, country, phone number (all of them) and freight terms. So, what a smart CRM consultant to do? Open Quick Find Active Contacts view and […]
¡Ay, caramba! Do we have a guest or what! Pablo “CRMGamified” Peralta takes the stage today with his awesome tip translated from the fuente española Looking for ways to have the Search options always visible in Outlook as it happens in web interface, I found a way that while is far from ideal, is close […]
Joel recently has explained how to find a record using id. Cute, very cute. Text editors. What’s next, vim? Want to be a real developer? Repeat after me: Open CRM in IE Press F12 Click Console tab Type Xrm.Utility.openEntityForm(“entity name”,”record GUID”) Press <Enter> and behold Is this hands down the best method? Let’s see what […]
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