Wednesday, February 22, 2012

Add new column in search criteria of MS CRM 4.0

Search in MS CRM is a handy option to easily search records of a particular entity. But, sometimes we cannot find the records if we search based on certain fields. For example, you would like to search the list of Opportunities whose Potential Customer is XYZ and entered it in the search text box in Opportunities view and ended with no  results even there are Opportunities for that Potential Customer. This is due to the fields that are being used by the search criteria to search Opps. You need to add the Potential Customer field in the Find columns of Search criteria.
In order to add new search column in search criteria, follow the below steps:
  1. Open Entity from Customizations
  2. Under Forms and Views, open Quick Find View
  3. Add Find Columns
  4. Check the fields that you would like to include in the search criteria, in this case check the Potential Customer field
  5. Save and Close the view 
  6. Publish the entity


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