Microsoft Dynamics® CRM Training
Quick Find Record Limit
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Quick Find in Microsoft Dynamics CRM allows users to search for and locate records rapidly. It is located in the top right corner of the grid in an entity. When a search is conducted in this manner, Dynamics CRM searches against pre-defined attributes for the entity. These are called “find columns”. Examples of some find columns for the Contact entity are First Name, Last Name, Full Name, and Parent Customer. Find columns can be configured for each entity. To learn how to do this, please refer to the “Configuring Quick Find Search Criteria” lesson.
The more find columns added to an entity, the longer it will take Dynamics CRM to conduct the search. For example, search results will appear quicker if there are only four find columns than if there were eight. This is especially apparent as your organization’s database grows larger. Therefore, removing unnecessary find columns should quicken search times for the Quick Find tool.
Another simple trick you can use to quicken search times is by enabling the Quick Find record limit. If this is turned off, the limit is set to 50,000. If you conduct a search that yields more than 50,000 results, Dynamics CRM will present you with an error notification. It will recommend that you narrow your search by lengthening your query, or use Advanced Find.
If you choose to enable the Quick Find record limit, the limit error notification will appear if the search yields more than 10,000 results. This option improves system performance by significantly reducing the number of records that can be returned by a Quick Find search.
To turn this function on, navigate to Settings > System > Administration, and then click System Settings. The System Settings dialog opens. In the General tab, scroll down to the section labeled, “Enable Quick Find record limits”. Simply select “Yes”, and then click the OK button, thus closing the dialog.
If your users are complaining about seeing the record limit error too often while this function is turned on, you can always turn it off again. However, keeping it on should improve system performance and quicken results. If users need to conduct searches that yield more results, they can always use Advanced Find.
For more tips, tricks, and tutorials, please refer to the Success Portal or our xRM.com blog.