Adding fields to Quick Find Search/Global Search/Universal Search Result in MS CRM 2015

Hello Readers

With the Release of CRM 2015, one of the most exciting feature is Quick Find Search/Global Search/Universal Search. There are many blogs already existing to explore this functionality.

How to Search:

http://blogs.msdn.com/b/mvpawardprogram/archive/2015/01/12/new-microsoft-dynamics-crm-2015-multi-entity-search.aspx

Setting Up & Configuration:

http://blog.sonomapartners.com/2014/09/dynamics-crm-2015-first-look-multi-entity-search.html

Tablet & Outlook client:

http://www.cargas.com/microsoft-crm-2015-universal-search-advanced-find-improvements/

What I am going to tell you today is, how to change what you want to see in the search results? Yes, its true; you can change it as per your requirement. Following is a screenshot wise step by step process to achieve the same:

On the top navigation, locate to quick search and type text>>click enter (I am searching an account named ‘Movida’)

1

Currently, what you can see is Account Name, Account No. & Primary Contact

If you wish you to change it to Account Name, Account No. & Address 1:City; Go to settings>>Customization

2

Click on customize the system

Expand Entity & Go to Account>>View

4

Locate-Quick Find Active Accounts under views

5

Double click on Quick find view to modify it; the first three columns here are the fields which you see in the results of Global/Universal Search

6

So, if i wish to add Address 1: City. I will need to click on ‘Add view columns’and add my desired field here and with the help arrow keys visibl, i will bring it to either of 1st three positions.

Now, click ‘Save & Close’ and Publish customizations; you will now see the results you wanted.

Hope you find it helpful !

Thanks for Reading !

Happy CRMing !!

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4 thoughts on “Adding fields to Quick Find Search/Global Search/Universal Search Result in MS CRM 2015

  1. I am working on the CRM 2015 dynamics app that was newly released. Under the activity report- regarding field- customer search, it will only search contacts by their first name and not their last name. Can you tell me how I can fix this so contacts can be found by first and last name within the activity report entitity.

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