How to Configure and Search Using Quick Find View in MS CRM?

You might get this requirement quite often to search records based on some field data.

Will see an example to understand much better.

Created a field named Twitter in Contact. Now the requirement is to search Contact based on Twitter data.

Follow the below steps to configure OOB Quick Find View,

Step 1: Goto Microsoft Dynamics CRM -> Settings -> Customizations and click on Customize the System.

Customize the System

Step 2: Under Entities,

  1. Expand Contact Entity.
  2. Click on Views under Contact.
  3. Double click on Quick Find Active Contacts.
  4. Click on Add Find Columns, to Configure Twitter Search in Contact.

Step 2 - Quick Find View

5. Scroll down till you find Twitter Field and Select it. Click on OK.Add Find Columns

6. Now will add Twitter field Column in Quick Find View. Click on Add View Columns.
Show - Add View Column

7. Scroll down till you find the Twitter field and Select it and Click on OK.

Add View Columns

8. Now can see Twitter Column in Quick Find View. Then Save and Close.

Twitter Column

Step 3: Click on Contact Entity and Publish.

Step 3 - Publish Contact Entity

Step 4: Once Contact Entity Customizations Published,

Go to Microsoft Dynamics CRM -> Sales -> Contacts.

Search for the Twitter in Homepage grid.

Step 4 - Contacts Home Page Grid

Step 5: After Searching, can see the required record in the Configured Quick Find View.

Step 6 - Search Twitter field

Thank you for reading this article.

Please leave your valuable feedback.

 

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