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Quick Find/Searching

  • 1.  Quick Find/Searching

    TOP CONTRIBUTOR
    Posted Apr 02, 2019 12:29 PM
    Happy Tuesday!
    It is frustrating for our users when they search for certain records. In all of our other applications, searching uses a keyword to search. In CRM, it searches from the beginning of the string. For example, City of Jackson TX would only produce results if you include "City of" before Jackson or if you use the *.  Is there a way to update the quick find to do a broader search?

    I know relevance search does this, but it is so slow and really a bit much when they are already on the entity they need.

    I am guessing the answer is no, but wanted to check to see if anyone else hard run into this.  It is hard to teach a different behavior which is unique to only this application.

    thanks, Laura

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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
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    Conference-CRMUG_200x200


  • 2.  RE: Quick Find/Searching

    TOP CONTRIBUTOR
    Posted Apr 02, 2019 06:17 PM
    Laura,

    You got me wondering about delivered relevance search capabilities when I read your post.  I found this really interesting article posted by PowerObjects that talks about how you can enable relevance search in Dynamics 365 online.

    Check out this link and the section on relevance searches by Power Objects and let me know what you think:  https://crmbook.powerobjects.com/basics/searching-and-navigation/searching-crm/

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    Patrick O'Donnell | VP - Business Development, the Americas
    mscrm-addons.com
    Patrick.ODonnell@mscrm-addons.com
    Atlanta GA
    770 781 8260 Cell
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    Conference-CRMUG_200x200


  • 3.  RE: Quick Find/Searching

    TOP CONTRIBUTOR
    Posted Apr 02, 2019 06:41 PM
    Hey @Patrick O'Donnell good to hear from  you.  We do have relevance search enabled and it works, but it is pretty slow :)

    My main goal is to see if i can edit the functionality of quick find/quick search. I am guessing the answer is now, but thought I would see if anyone has figured that out!

    Thank you and have a great evening!  Laura​

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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
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    Conference-CRMUG_200x200


  • 4.  RE: Quick Find/Searching

    GOLD CONTRIBUTOR
    Posted Apr 08, 2019 12:44 PM
    The only way I can think of getting around this is with a plugin on the RetrieveMultiple event of every entity you want this functionality for and adding a * in front of the text that's passed in. Of course that means that any retrieve multiple on these entities will now be a 'begins with' search, which could also have it's own downsides (Ex: Performance issues, can't do an exact match anymore...). So I don't know if I'd recommend that. That's also assuming you can intercept the text that's passed in and adding the * in front will work just as if someone entered it in the UI, which I'm not sure about.

    I'm curious to see if there are any other thoughts/solutions out there though.

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    Aaron Hirshfield
    Sr. CRM Developer
    Foundation Medicine
    Cambridge MA
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    Conference-CRMUG_200x200


  • 5.  RE: Quick Find/Searching

    MICROSOFT MVP
    Posted Apr 09, 2019 07:22 AM
    No, there is no way to modify the behaviour of Quick Find other than to resort to plugins as suggested by Aaron.

    Do you have large numbers of records? I ask because I've found Relevance Search to be reasonably fast.

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    Feridun Kadir
    Principal Consultant, MVP
    Expert CRM Services Ltd
    Stansted
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    Conference-CRMUG_200x200


  • 6.  RE: Quick Find/Searching

    TOP CONTRIBUTOR
    Posted Apr 09, 2019 08:11 AM
    Thank you for your reply @Aaron Hirshfield and ​@Feridun Kadir that is what I assumed.  I dont think we want to go that direction (plugin). I sometimes use relevance search but we have a number of entities and it gets a bit confusing when it returns everything. We are rolling this out now and I am trying to be cautious of how many different ways I show to do the same function.  Our users can get a bit overwhelmed - a lot are not too tech savvy. I appreciate both of you replying!



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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
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    Conference-CRMUG_200x200


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