[CRM4] Searches and Views

Searches are fundamental in any CRM. Dynamics CRM provides different ways to search records from any entity. The most powerful search is the Advanced Find , which allows normal users to create custom queries and save them as new views, so that they can reuse them:

Why do some attributes not show up?  Only searchable attributes are showed up in Advanced Find

 

Looking at CRM Metadata a bit deeply, this “Searchable” property is translated to “ValidForAdvancedFind” property in AttributeMetadata.

However, Advanced Find isn’t the most common option, since users normally need to search records quicker, without set any query. In this case, Dynamics CRM offers Quick Find views.

Where are the Quick Find views and when do we use them in Dynamics CRM? When we use the “Search for records” options from any entity, actually we are calling to the Quick Find Active view, which replaces the current view (in our example, Active Printer view would be replaced by Quick Find Active Printers view)

Which attributes  are used by “Search for records”? Those were configured in the  Quick Find View for the corresponding entity ( ‘Printer’ in this example)

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About Ramon Tebar

Software Engineer specialised on Microsoft Technologies with experience in large projects for different industrial sectors as developer, consultant and architect. I enjoy designing and developing software applications, it is my job and one of my hobbies. I’m interested in design patterns, new technologies and best practices. Making those part of the ALM process is a great challenge. During the last years, I have specialised in Microsoft Dynamics CRM (now Dynamics 365). I customise and extend the platform to provide tailored solutions and integrations based on service-oriented architectures and messages queuing. Motivated by community events and contributor in blogs, technical books, open source projects and forums, I have been awarded Microsoft Most Valuable Professional (MVP) on Dynamics 365 (CRM) since 2012.

Posted on January 13, 2010, in CRM. Bookmark the permalink. Leave a comment.

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