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How to Add a Field to Quick Find in CRM 2015

Post Author: Joe D365 |

In Microsoft Dynamics CRM, the Quick Find allows you to search for a record from a grid view.

Quick Find

By default, Quick Find searches specific fields or columns in the view, but this can be changed. If you need to add a new custom field or you want to add another field to quick find, you can make the change through the customizations area in CRM. In today's blog, we will go over the steps needed to add a field to Quick Find in CRM 2015. Note: these steps require system administrator or system customizer access.

In this example, I want to search for accounts by state.

1. First, start from the grid view of the desired record type. In this example, we will use the Account.

2. Click the ellipses button and select Customize Entity as shown below.

Quick Find

3. Select Views.

Quick Find

4. Select Quick Find Active Accounts.

Quick Find

5. On the far right, select Add Find Columns.

Quick Find

6. Check the relevant field(s) you want added and click OK.

Quick Find

7. Finally Save and Publish the entity. Now, try your search again. You should see that you can now aggregate your search results by the additional fields!

That's all for the blog today! Check out the related links below if you would like to learn more:

https://powerobjects.com/blog/2012/09/19/crm-2011-quick-find-optimization/

https://crmbook.powerobjects.com/basics/searching-and-navigation/searching-crm/

https://powerobjects.com/blog/2014/10/15/new-operators-advanced-find-dynamics-crm-2015/

Happy CRM'ing!


Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

2 comments on “How to Add a Field to Quick Find in CRM 2015”

  1. I have performed the steps exactly, but searching against the"Nickname"/"Preferred Name" field, does not produce any results. Is there any reason why after publishing, names present in this field are still unsearchable?

  2. On how many fields can we use the quick search. I get SQL errors when I want to add a field. Could it be that I reached the maximum?

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