An Enhanced Search Functionality

Search has been at the core of this platform from the early days. It has evolved with the platform, and today it provides extensive features that greatly enhance the user experience and usability.

There are various ways to search in Microsoft Dynamics CRM 2016. They are as follows:

• Searching in a view

• Searching across the entire Organization

• Advanced Find

• Search using voice on mobile

Each one presents a different set of data, and each one has its best scenario to be used. Let's look at each one individually and see what their strengths are.

Note

For all searches, the results are returned based on the fields we have already defined as searchable. For any data in fields not marked as searchable, no match will be identified.

Searching in a View

One of the simplest ways to search in Microsoft Dynamics CRM is to search in a view. This is available from any entity view, and is presented in the top-right side of the view, as shown in the following screenshot:

The search box...