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Making fields searchable in Dynamics CRM 2013

Making fields searchable in Dynamics CRM 2013

12/17/2013

We recently had a customer that wanted to search on certain fields in the Account Entity in CRM 2013.  By default – only a handful of the fields are indexed in the Quick Find portion of the entity (in this case, Accounts).

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To add fields to your search – first you need to navigate to Settings:

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Then navigate to Customizations:

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Then Customize the System:

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Navigate to the Entity you want to modify, choose Views, and then Quick  Find (double click Quick Find):

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In the right hand side you will see Add Find Columns – Cl

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Check off the fields you wish to add then choose Ok:

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Choose Save and Close:

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Finally – once you are done – make sure you Publish All Customizations:

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