Microsoft Dynamics® CRM Training

Global Search

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This one minute video will explain global search functionality in Microsoft Dynamics CRM.

Global search is available not only by Microsoft Dynamics CRM opal companion application, but also for web and Outlook clients. Global search functionality is based on the same conditions that exist for quick find, making it fast and easy.

All you have to do is enter the keyword in the search box, hit enter and the relevant accounts contacts and leads will appear.

Because global search is limited to a maximum of ten entities of the system administrators choosing, it does not take up more time and returns the same results as quick find. Users hoping for more specific results or detailed searches can use the advanced find icon next to the global search bar and, after searching, users can filter results using the drop-down filter menu. Thank you for using the Success Portal by xRM.

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