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
Partner, Nett Sales LLP Telephone: 01672 50 50 50
Mobile: 07966 783671
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.
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.
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,
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