Add a field to global search D365 CRM

Talha Manzoor
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 Add a field to global search

Now that we’ve added an entity to the global search, the next step is to specify the fields in the entity that will be included in global search.


1.) Go to Settings > Customizations > Customize the System.


2.) Go to Entities, select the entity you added, and then click View.


3.) Select the Quick Find View.



The columns shown here are actually the fields that global search looks at inside of that entity. So let’s add some additional fields here:


4.) Click Add Find Columns.


5.) Mark the check box next to any fields you want to search by.



In my example, I’m trying to find our order by name. So I can mark the check boxes next to name, order number, order ID, and any other fields that I might need to search by.


6.) Click Save and Close, and then Publish All Customizations.


 


Now that our new customization is published, we can do another search for the order number from before, and voila!


Now that we’ve added the orders entity and name field, global search is looking in the field we want it to. Global search is now returning orders we search by name, which it wasn’t doing before.

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