There are many new and exciting features for Dynamics CRM 2015. One of these new features is better searching capabilities. For CRM 2015, search will be available in the top navigation bar, configurable and customizable, and have a new and improved look and feel for search results.
To use the search box in the top nav bar, users just have to start typing a keyword and click on the magnifying glass or hit enter. Another new feature is the ability for users to use an asterisk (*) as a wildcard character to search within a field (e.g., a user wants to search for all records that have the word ‘ski’ in the record, the user would enter ‘*ski’ in the search box).
The Search box allows users to search multiple entities at the same time, up to 10 entities. The 10 entities used in the Search box are customizable and configurable by users with the appropriate access.
CRM 2015 will also have Advanced Find in the top navigation bar where users will have the ability to create a more refined or complex search.
The search results page will have an improved user interface. The search results will display based on the entity where the record is located, up to 10 multiple entities that were determined in the settings.
If users want to only search one entity users can filter the search using the filter with drop-down
Search box set up
To customize the Search box users with appropriate access will have to go to System Setting to modify the 10 entities used in the search box.
With the updated search capabilities and better look and feel users will have an improved experience searching for records within CRM. Look for more Dynamics CRM 2015 info on our blog on topics such as “Product Catalog Enhancements in CRM 2015″¬ and “Dynamics CRM 2015 to Feature Enriched Business Process Flows.”