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Dynamics 365 CRM System Administrator How To Guide: Add Fields to an Entity Search

Dynamics 365 CRM System Administrator How To Guide: Add Fields to an Entity Search

Have you ever wanted to change what fields are searched for within an entity? This is entirely configurable if you are a System Administrator or have proper permissions to do so. Let’s walk through this simple update to the Quick Find View!

Problem: The Lead entity is not searching for any phone number or email fields. I need email, business phone and mobile phone to be fields that can be searched when my pre-sales team is in CRM filtering and sorting through their data.

Solution: I need to update the Quick Find View in the Leads entity. Here are step-by-step instructions on how to do this.

If you need a refresher/how-to on editing system views, check out this blog that walks you through each step (for both Online and On Premise customers)! Also, check out this blog article that talks about working with Solution files.
For Online Customers Using Power Apps
  1. In a Solution File in Power Apps, add the Lead entity and the Quick Find View.
Add the view to your Solution file at make.powerapps.com

2. Open the Quick Find View. You can add or remove search columns on the right-hand column under the Find by... heading.

Add/remove search columns under Find by… in the right-hand column of your View canvas.

3. Click the Edit find columns… button at the bottom of the Find by… heading highlighted above. Check the boxes next to the column(s) you want to add. In this example, we are adding Email, Business Phone and Mobile Phone. After selecting these fields, click the Apply button at the bottom.

4. Click Save and Publish when you are back on the View Canvas!

For On Premise Customers
  1. In a Solution File, add the Lead entity and the Quick Find View.
Add the Quick Find View for Leads to your solution file.

2. Open the Quick Find View.
3. In the Common Tasks box, click Add Find Columns.

Select Add Find Columns in the Common Tasks box.

4. In the Add Find Columns window that opens up, select the fields for Email, Business Phone and Mobile Phone. Click OK at the bottom when complete.

5. Click Save and Close at the top of the View designer. Publish your changes in the solution file.

Learn More in the System Administrator How To Series

This section will be updated as more articles are written in the How To Guide for System Administrators.

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