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D365 searching

  • 1.  D365 searching

    TOP CONTRIBUTOR
    Posted 13 days ago
    Setting up my sandbox and it appear that the quick search only yields results if I put an * in front of every search.... (ie, *ashes) Index search is enabled, I have my find columns set in the quick find view and yet - even though I can see the word on the screen, it won't return a result unless we preface it. This was an issue for us in our on-prem instance but the indexing fixed that... I have a hard time believing that this is how it's supposed to work as it's really unfriendly - what setting am I potentially missing?

    2020 release wave 1 enabled
    Server version: 9.1.0000.16845
    Client version: 1.4.583-2004.2

    Thanks for any insight. :)

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    Gretchen Garcia
    Systems Administrator
    Denver Public Library
    Denver CO
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: D365 searching

    MICROSOFT MVP
    Posted 12 days ago
    @Gretchen Garcia - Since you have the Wave 1 2020 update enabled, the quick search (the search field immediately above a view) has been updated. The search will now only search within the view that is selected. For example, if you have "Active Accounts" selected, the search will only look in the records of that specific view.

    Reference: https://docs.microsoft.com/en-us/power-platform-release-plan/2020wave1/microsoft-powerapps/improvements-quick-find-search-experience-grid

    Also, are you using Relevance Search (global search)? Have you tried/tested this?​

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    Aaron Back
    Microsoft MVP | Sr. Microsoft Dynamics 365 Consultant
    ACE Microtechnology
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: D365 searching

    TOP CONTRIBUTOR
    Posted 7 days ago
    Hi @Aaron Back!  My quick search box says "Quick Search" not "Search this view" as outlined in that article. Even so, I literally can see the word in the view but I don't get a result. ​

    Sandbox with search term highlighted

    Sandbox with search term highlighted

    Search for same word with * from the same view

    The Relevance search / global search is something that does work. This would be a workflow change for our users as we've trained them to use the quick find as we could customize it per app with all the find columns for their specific tasks. Using that global search would in theory return records outside of their app as we expand more departments into here. So that isn't ideal either. :-/  


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    Gretchen Garcia
    Systems Administrator
    Denver Public Library
    Denver CO
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: D365 searching

    Posted 12 days ago
    ​We do not have this issue. Adding the * helps with finding records that otherwise would go missing from the results, but the search does not rely on it to find results. Relevance search is a helpful alternative until you figure this out.

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    Zhabiz Chu
    American Society of Clinical Oncology
    Alexandria VA
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    Academy - Online Interactive Learning from Experts


  • 5.  RE: D365 searching

    TOP CONTRIBUTOR
    Posted 7 days ago
    The quick search is a "begins with" search so the asterisk just acts as a wild card to find your search term anywhere in the fields you have set for quick find.  I've always just trained users to use it.

    @Aaron Back I'm so glad you mentioned the changes to searching with the Wave 1  2020 update.  I had noticed a while back that the filtering was improved but missed reading anything about the change to searching only within the view.  We just did some training last week were I covered searching and stressed that they were not searching within the view, they were searching all records they have permission to see.  In all fairness, it was true at the time because it looks like the update just went into our production system overnight on the 26th.  I just tested out the new search within the view and noticed something else very pleasing....the search results use the same view you were on and don't switch to the search results view anymore!


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    Jill Vazquez
    Technical Specialist - CRM
    Bioventus, LLC
    Durham NC
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    Academy - Online Interactive Learning from Experts


  • 6.  RE: D365 searching

    TOP CONTRIBUTOR
    Posted 5 days ago
    @Jill Vazquez Do you happen to have a link explaining that? So do you mean that if the record begins with that word somehow, then it finds it, but not if it's in the body of the record in other ways? ​​

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    Gretchen Garcia
    Systems Administrator
    Denver Public Library
    Denver CO
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 7.  RE: D365 searching

    TOP CONTRIBUTOR
    Posted 5 days ago
    @Gretchen Garcia  I'll see if I can find a good post explaining the search.  when using the search within and entity - or the quick find - think of it this way... ​If you are looking for an account with the name "The ABC Company", if you type "ABC" in the little search box, you might find "ABC Distribution Center" or "ABC Store" because they begin with "ABC" but you won't find "The ABC Company" because it begins with "The".  By searching for "*ABC", you'll find all 3 of your accounts with ABC anywhere in the name.  This search will also search for your search term at the beginning of any other fields you have enabled as quick find fields in Quick Find View.  So, if you have your city field also enabled for quick find and you search within the entity for "raleigh", you could find "raleigh pediatrics", but if you search for "*raleigh", you could find "raleigh pediatrics", "Duke Raleigh Medical Center" and the "ABC Company" which is in "raleigh" as the city

    With the global search, on the other hand, there is no need for an asterisk as it will find your search term (or search terms) in any location of the any fields you have enabled for quick find in any of the entities you have enabled for quick search.  So, by searching "Raleigh" in global search, you could find an account called "Raleigh Pediatrics" a contact named "Walter Raleigh" and an opportunity named "Expand business with the Cheesecake Factory's Raleigh location"

    I hope this  helps!

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    Jill Vazquez
    Technical Specialist - CRM
    Bioventus, LLC
    Durham NC
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 8.  RE: D365 searching

    Posted 5 days ago
    Hi Gretchen,

    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.



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    Ryan Pennett
    Sales Manager
    QGate Software Limited
    Mission Viejo CA
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    Academy - Online Interactive Learning from Experts


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