Customer Engagement & Dynamics CRM Forum

Hi, 

For our Account records, I was trying to set it up so that the account owner would show as the secondary field in the Relevance Search. I placed the Owner field next to the primary field (Account Name) in our Quick Find View. 

However, the relevance search is not updating and continues to show either Address1:City or Primary Contact.




I think this might have to do with the solution layers of the Quick Find view, but I'm not sure what to do. Currently, there's a system layer and an unmanaged layer. Both have a fetch xml listing the City and Primary Contact fields as one of the first fields after Account Name. I tried deleting the unmanaged layer, but when I add the Owner field to the view it gets re-created. Does anyone know how I can work around this?  

Side note - We moved our CRM from on-prem to the cloud earlier this year, so I'm not sure if that would have any effect on this.

Thanks in advance,

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Rachel Merino
Red River
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Hello Rachel,

I've seen this happening in our environment as well and was just as confused. After some fiddling around I created a support ticket with Microsoft and they suggested the following steps to resolve the issue:

• Navigate to Advanced Settings -> Customizations -> Customize the system ->Entity (this has to be done in the classic interface. No idea why 😊) 
• Select the Entity and go to Views
• Open Quick Find View
• Remove all columns except the first , then Save and Close and Publish all customizations
• Open Quick Find View again and add the second columns which want to see in search, then save and close and publish all customizations.
• Open Quick Find View again and add all other columns , then save and close and publish all customizations.
• By following these steps the issue is resolved.

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Thomas van de Vosse
Virtual Vaults
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Original Message:
Sent: Sep 06, 2022 05:55 PM
From: Rachel Merino
Subject: Relevance Search fields do not match Quick Find View

Hi, 

For our Account records, I was trying to set it up so that the account owner would show as the secondary field in the Relevance Search. I placed the Owner field next to the primary field (Account Name) in our Quick Find View. 

However, the relevance search is not updating and continues to show either Address1:City or Primary Contact.




I think this might have to do with the solution layers of the Quick Find view, but I'm not sure what to do. Currently, there's a system layer and an unmanaged layer. Both have a fetch xml listing the City and Primary Contact fields as one of the first fields after Account Name. I tried deleting the unmanaged layer, but when I add the Owner field to the view it gets re-created. Does anyone know how I can work around this?  

Side note - We moved our CRM from on-prem to the cloud earlier this year, so I'm not sure if that would have any effect on this.

Thanks in advance,

------------------------------
*************
Rachel Merino
Red River
*************
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