Edit the quick find view

Dynamics CRM 2016
 

Updated: November 1, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

You can edit an entity’s Quick Find view (the view used to display results of searches performed using the Search box), for example to change the fields that are searched and which columns display, or to specify the width and sort order of the columns displayed.

System_CAPS_importantImportant

Changes to the Quick Find view associated with an entity set the default view for everyone who uses the search box for that entity.


  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions. 

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Customizations.

  3. Click Customize the System.

  4. Under Components, expand Entities, expand the entity you want to modify, and then click Views.

  5. In the list of views, in the Type column, locate Quick Find View, and then double-click the view.

  6. Modify the fields that are searched:

    1. In the Common Tasks pane, click Add Find Columns.

    2. Select the check boxes for the columns you want to add, and then click OK.

  7. Change the columns that are displayed.

    • To add a column:

      1. In the Common Tasks area, for Quick Find Views, click Add View Columns.

        - OR -

      2. Select the check boxes for the columns you want to add, and then click OK.

    • To move a column:

      1. Click the column that you want to move.

      2. In the Common Tasks area, use the arrows to move the column left or right.

    • To change the width of a column:

      1. Click the column that you want to change the width for.

      2. In the Common Tasks area, click Change Properties.

      3. In the Change Column Properties dialog box, click an option to set the column width, and then click OK.

    • To remove a column:

      1. Click the column that you want to remove.

      2. In the Common Tasks area, click Remove.

      3. In the confirmation message, click OK.

    • To change the sort order of a column:

      1. In the Common Tasks area, click Configure Sorting.

      2. In the Configure Sort Order dialog box, in the Column list, select the column you want to sort, click Ascending Order or Descending Order, and then click OK.

    • To enable online presence for instant messaging:

      1. In the View form for the selected entity, click the column you want to change. Only some columns have presence such as Primary Contact or Potential Customer.

      2. In the Common Tasks area, click Change Properties.

      3. In the Change Column Properties dialog box, select the Enable Presence for this column, and then click OK.

  8. Click Save or Save and Close.

  9. On the command bar, click Publish.

    When the customizations are published, a confirmation message appears.

System_CAPS_noteNote

A customized business entity might have different properties than those described in Help; Help does not contain content that is specific to the custom entities your organization creates. However, Help does describe how to create and use custom entities.

Publishing customizations can interfere with normal system operation. We recommend publishing when it’s least disruptive to users.

Show: