Search for records

Applies to Dynamics 365 for Customer Engagement apps version 9.x

To find your records quickly in Dynamics 365 for Customer Engagement, you can search across multiple record types all at the same time. The results of the search are shown in groups, sorted by entity type.

There are two ways to search.

Normal quick find

  • Begins with - results include records that begin with a specific word. For example, if you want to search for “Alpine Ski House”, type alp in the search box; if you type ski, the record won’t show up.

  • Wildcard - for example: *ski or *ski*

Full text quick find (on-premises only)

  • For Dynamics 365 for Customer Engagement apps, use Relevance Search.

  • Search within - results include records that contain a field with all of the words in the search term. The individual words can appear anywhere in the string and in any order. For example, if you search for “Alpine Ski House”, you could find results for “I left the house today to go skiing in the Alpine Meadows.” since all of the search words appear somewhere in the string.

  • Wildcards are not required in full text quick find.

  1. From the top nav bar, type one or more characters in the search box.

  2. Choose the Search button next to the search box.

Filter search results

  • To filter results by one record type, on the search screen, choose a record type from the Filter with: drop-down box.

  • To search against all record types, choose None in the Filter with: drop-down box

See also

Search and Find in Dynamics 365 for Customer Engagement apps
Use Relevance Search for faster, comprehensive search results
Create, edit, or save an Advanced Find search