Tip #1295: Quickly search for multiple records in advanced find

Too many search results

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 […]

Tip #1234: When Dynamics 365 App for Outlook hasn’t found what you’re looking for

person searching through tabbed folders

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 […]

Tip #913: Searching within attachments

Search inside

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 […]

Tip #422: Search faster by searching less

Ultimate search

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 […]

Tip #324: Open a record using just ID

Open CRM record using console

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 […]