Microsoft Dynamics® CRM Training

Customizing the Global Search

Video Details
Hi and welcome to the Success Portal by xRM. This 1 minute video will explain how to customize global search functionality in Microsoft Dynamics CRM. The entities that global search uses to find content can be customized. Out of the box, only eight of the main entities will be utilized, but by navigating to settings then system administration and choosing the system settings, you can change this to meet your needs. Within the general scroll down to the setup search section and click select. Then click on an entity in either the available are selected entities columns and choose add or remove. You can rearrange the order in which the selected entities are searched using the move up or move down arrows. You can select up to 10 entities. Click OK when finished. Thank you for using the Success Portal by xRM

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