Editing the Quick Find View

I have spent months toying with workarounds for the fact that Microsoft CRM searchs Products by descriptions not the Part Number.

You can easily modify the fields the search is run against out of the box. I wish my VAR had mentioned this months ago.

Here's how to do it. This is for products, but is applicatble for all Quick Find views.

Settings > Customizations > Customize Entities

Select Products

Select Forms and Views

Select Quick Find All Products

Now on the right select the Add Find Columns

Here you are presented with a list of fields that you can search

Select the fields you wish to search on (you can use more than one).

Click OK

You can modify the rest of the view (the results columns and sort orders) just as you normally would with any other view.