3 Best Practices to Improve Search in Microsoft Dynamics CRM 2011

3 Best Practices to Improve Search in Microsoft Dynamics CRM 2011

We are always looking for ways to improve the User Experience for our Customers using Microsoft Dynamics CRM 2011.

Users often ask:

  1. How can I search on Opportunities that are Won or Lost?
  2. How can I search on the Street Address or the Parent Account of a Company?
  3. How can I see more Columns on the Search Results?

The great news is that all these options are available with some quick configuration of the Search capabilities in CRM.

We are always looking for ways to improve the User Experience for our Customers using Microsoft Dynamics CRM 2011.

Users often ask:

  1. How can I search on Opportunities that are Won or Lost?
  2. How can I search on the Street Address or the Parent Account of a Company?
  3. How can I see more Columns on the Search Results?

The great news is that all these options are available with some quick configuration of the Search capabilities in CRM.

Here are 3 ways to improve Search in CRM

You can start by going to Settings -> Customizations -> Customize the System -> Entities

  • To answer the 1 st scenario, the search needs to be expanded to look for both Open (ie Active) and Won/Lost (ie Inactive) Opportunities in CRM

     

    Go to:

    • Opportunities Entity (or the entity that you want to change)
    • Views
    • Open Quick Find Open Opportunities
    • Click on "Edit Filter Criteria"
    • Add Lost and Won to the Criteria
    • Close out the View
    • Publish


 

  • To address the 2 nd scenario, the search needs to be expanded to search on additional fields in CRM

     

    Go to:

    • Account Entity (or the entity that you want to change)
    • Views
    • Open Quick Find Active Accounts
    • Click on "Add Find Columns"
    • Select the additional fields that you want to search on *
    • Close out the View
    • Publish

    * NOTE: The more fields you select, the longer searches will take

 


 

  • To address the 3 rd scenario, the search needs to be expanded to add additional fields on the results page

    Go to:

    • Account Entity (or the entity that you want to change)
    • Views
    • Open Quick Find Active Accounts
    • Click on "Add Find Columns"
    • Select the additional columns you want on the Results View
    • Configure them in the order and size you want (use the Green Arrows or Double Click on them to change size)
    • Close out the view
    • Publish

 


 


Enjoy getting more out of Search in CRM!



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