POWEROBJECTS

718 Washington Ave. N. Suite #101
Minneapolis, MN 55401
View map and all Locations

Send us a message

PowerFind is a powerful and versatile Add-on from PowerObjects that allows you to search for a person across Leads, Accounts, and Contacts without having to go into the QuickFind for different records. Many organizations use PowerFind because of its flexibility and configurability; for example, you can control columns that display, as well as configure the reading pane to display attributes of a record in a preview to provide the most insight to users while they are searching.

addons

If you spend a lot of time initially configuring PowerFind in a development environment, you may want to move your configurations to a sandbox or production environment without redoing them. There is a way! Today’s blog will show you how to copy your configuration file over to your new instance, saving you considerable time. Let’s get started!

1. From within your current environment, navigate to Advanced Find and open. This will open a pop-up window.

2. Click on the Look For option set and select PowerFind Configuration.

3. Then click on the Results button in the top ribbon. This will direct you to the results tab of Advanced Find.

4. From here we are going to need to copy the field located on the ReadingPane record. In order to do, follow these steps.

a. Double click on ReadingPane. A pop-up window will appear.


b. Highlight all of the text in the Value field.

c. Copy the text (Ctrl C).

d. We will now need a place to store the text until we are ready to use it. We chose to do this in Notepad, as this will ensure that the text remains plain text.

e. Open Notepad, or any other program where you can store text. Paste the copied text from the Value field.

5. Now proceed to the instance you want to have the configuration for in PowerFind.

NOTE: It is assumed that at this point in the new instance, you have already installed PowerFind. If this is not the case, please click here to install PowerFind.


6.
From within your current environment, navigate to Advanced Find and open.


7. Click on the Look For option set and select PowerFind Configuration.

8. Next, click on the Results button.


9. From here navigate to the ReadingPane record and complete the following steps:

a. Double click on ReadingPane. A window will pop-up like the one below.


b. Highlight all of the text in the Value field.

c. Delete that text.


d. Copy the text we stored in Notepad and paste it into the now empty Value field.


10. Click on the Save icon found at the bottom right of the screen.

11. Close the window.

Congratulations! You have now successfully copied your PowerFind configuration from one instance to another instance!

If you should have any additional questions about PowerFind or any of the other great add-ons we offer for CRM, please reach out to one of our PowerPack Pros or check out the PowerPack page on our website. Thank you for stopping by our blog today!Â

Happy CRM’ing!

 

 

 

Avatar for JoeCRM

JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.