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Advanced Search functionality

  • 1.  Advanced Search functionality

    TOP CONTRIBUTOR
    Posted Aug 28, 2020 07:40 AM
    Hi,
    I have an assignment to find a advanced search function for Microsoft Dynamics 365Version 1612 (8.2.3.8) (DB 8.2.3.8) on-premises.

    My colleagues from customer service want to have a dynamic search for different attributes on contacts. They need to search while the customer is on the phone, so it has to be easy to access and quick to reply.

    Advanced find is to complex to use in that case.
    Quick Search only allows to search for one field like either name or city. I know that we could create a field that holds all required information and than add that to the quick search - The user would need to stick to one specific format when searching.

    Question: Does any have a solution, where I can search dynamically by different attributes like one time I need to search for Name and City the other time I only get the Phone Number or E-mail address and I want to search by city, name or name, city. I guess it has to be some kind of website that does the search and that we can implement as Iframe or webresource.


    ------------------------------
    Axel Girgensohn
    Dynamics CRM Specialist
    Aller Media AB
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Advanced Search functionality

    Posted Aug 31, 2020 03:46 AM
    Hi Axel

    We had the same requirement in our telesales departments. We solved it completely standard by making a view, that contains all the fields they might search on when the customer is on the phone. We instructed all reps to start the day by opening a separate browser window with the customer search window and and filter activated. This way, the can apply filters on the relevant columns in seconds.

    Of course there was a bit of struggling because the original requirement specifically mentioned search fields, but we also have another requirement to keep systems as standard as possible and in this case I was able to convince the team managers to try out the standard solution before adding cost to the project. They still use the standard solution.

    Best Regards

    ------------------------------
    Stig Højmark Jensen
    Kompan A/S
    Odense
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Advanced Search functionality

    TOP CONTRIBUTOR
    Posted Aug 31, 2020 07:40 AM
    You could download and try our mscrm-addons.com PowerSearch for Dynamics 365.  It is available on the MS AppSource store and has a free 2-week trial built into it.  (This get started doc shows how easy it is to get started on a free trial : https://query.prod.cms.rt.microsoft.com/cms/api/am/binary/RE4CD9l)

    PowerSearch allows you to have pre-configured search screens and pre-view panes to help you quickly find data needed.  Here is a "one-pager" with a description and screehshot on PowerSearch:  https://query.prod.cms.rt.microsoft.com/cms/api/am/binary/RE4CD9m  And here is a short video of it being used highlighting main features:  https://youtu.be/e9Ar0rrXBUE

    If you have any additional questions or would like to see it in my live environment, reach out and we can talk more.







    ------------------------------
    Patrick O'Donnell | VP - Business Development, the Americas
    mscrm-addons.com
    Patrick.ODonnell@mscrm-addons.com
    Atlanta GA
    770 781 8260 Cell
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Advanced Search functionality

    TOP CONTRIBUTOR
    Posted Sep 01, 2020 03:50 AM

    I may be missing the point here, but can you not just add the additional fields that you want to search on into the quick find for the contact entity by adding these fields to the Contacts Quick Find Active Contacts View as additional find columns?

     

    Then your telesales team only need to enter the email address, phone number, name, etc in the one quick find field on the entity to search for those terms across all active records in the entity

     

    Best,

    Simon

     

    Simon West

    Partner, Nett Sales LLP
    Telephone: 01672 50 50 50

    Mobile: 07966 783671

    www.nett-sales.com
    www.mysalesmachine.co.uk

     

     




    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Advanced Search functionality

    TOP CONTRIBUTOR
    Posted Sep 01, 2020 09:01 AM
    Simon,

    MS Global Search, Relevance Search and Advanced Find are all helpful, and can often meet user needs.

    But many business teams require a more robust search solution to help support the way they work.  PowerSearch allows you to configure tailored search screens and results views to quickly find data buried in CRM.

    The screenshot below provides a real basic but common example.  Suppose users need to search against a set of criteria (i.e. Account Name Contains "xxx" AND Owned By ="x" AND Status = Active).  You can tailor the search page to include the commonly used search criteria they need.  Note that all Dynamics 365 search operators are supported (as in Advanced Find).  And PowerSearch supports AND/OR keywords to allow more complex search queries.

    PowerSearch Screenshot

    To further expedite the search process, you can pre-configure the displayed search fields and also set default values for common searches (i.e. Status defaults to "Active", but can be changed when needed to show all).  And the results views can also be configured to display key data to further help identify your desired record from the search results(i.e. When Searching For Starbucks created over the past year in Atlanta, you may still need to quickly preview your returned results to pick the right one).

    If you would like to learn more about PowerSearch, check out the free trial from the MS AppSource store with this link:  https://appsource.microsoft.com/en-us/product/dynamics-365/mscrm-addons.9d5a7aa5-90b8-4722-9675-d733621c0571?tab=Overview .  Or you are also welcome to contact me directly with questions or to learn more.



    ------------------------------
    Patrick O'Donnell | VP - Business Development, the Americas
    mscrm-addons.com
    Patrick.ODonnell@mscrm-addons.com
    Atlanta GA
    770 781 8260 Cell
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: Advanced Search functionality

    GOLD CONTRIBUTOR
    Posted Sep 01, 2020 02:57 AM
    Hi Axel,

    I think I've done what you are looking for.

    create a new entity, apply some "search" attributes. then apply subgrids for the entities you want it to find.
    build a JavaScript with fetchXML that filters the subgrids. It's simple scripting.

    But it is totally unsupported javascripting.​ And it will break when/if you upgrade to UCI.

    I've used this for 5 years to finding a salesreps neglected customers in a single view.

    You could also start "relevance search" if its available in your version.

    ------------------------------
    Lars Petersen
    CRM Manager - Jyske Finans
    Jyske Bank Group
    Silkeborg
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 7.  RE: Advanced Search functionality

    Posted Sep 01, 2020 12:53 PM
    Hi Axel,

    If you ever need a bit more horsepower on your searches, you might want to look at our Paribus 365 Search and Detect solution, which sits within Dynamics 365 and provides many rich features around intelligently searching of your CRM content. 

    Just let me know if you want more info and we can talk directly to preserve the non-commercial aspect of the forum.

    Regards,



    ------------------------------
    Ryan Pennett
    Sales Manager
    QGate Software Limited
    Mission Viejo CA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 8.  RE: Advanced Search functionality

    TOP CONTRIBUTOR
    Posted Sep 02, 2020 03:58 AM
    Hi all of you who,
    great ideas and great tools, thank you for your time. I have gone with the simplest solution by adding a view and using the filter function in connection with the global search. I have discussed that with the customer service team and for now they are good with it so far.

    ------------------------------
    Axel Girgensohn
    Dynamics CRM Specialist
    Aller Media AB
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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