multi search - dynamics professional solutionsmulti search • multi search enables you to perform...
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![Page 1: Multi Search - Dynamics Professional SolutionsMulti Search • Multi Search enables you to perform one search that simultaneously looks across all of Dynamics CRM data or your own](https://reader036.vdocument.in/reader036/viewer/2022063019/5fdf13b2565fe05824191c0e/html5/thumbnails/1.jpg)
![Page 2: Multi Search - Dynamics Professional SolutionsMulti Search • Multi Search enables you to perform one search that simultaneously looks across all of Dynamics CRM data or your own](https://reader036.vdocument.in/reader036/viewer/2022063019/5fdf13b2565fe05824191c0e/html5/thumbnails/2.jpg)
Multi Search
• Multi Search enables you to perform one search that simultaneously looks across all of Dynamics CRM data or your own collection of record types (entities).
• The search results are presented in a single window and can be filtered and sorted as required.
• Users can define their own personal searches while administrators can crate global search definitions.
• Decide what fields to search against, how results should be displayed or simply use Quick Find setting already defined in your organization
![Page 3: Multi Search - Dynamics Professional SolutionsMulti Search • Multi Search enables you to perform one search that simultaneously looks across all of Dynamics CRM data or your own](https://reader036.vdocument.in/reader036/viewer/2022063019/5fdf13b2565fe05824191c0e/html5/thumbnails/3.jpg)
Start by defining new
search definition.
![Page 4: Multi Search - Dynamics Professional SolutionsMulti Search • Multi Search enables you to perform one search that simultaneously looks across all of Dynamics CRM data or your own](https://reader036.vdocument.in/reader036/viewer/2022063019/5fdf13b2565fe05824191c0e/html5/thumbnails/4.jpg)
Enter Name and
Description for your
search.
Select entities you want
to search against.
What record statuses
are you interested in?
![Page 5: Multi Search - Dynamics Professional SolutionsMulti Search • Multi Search enables you to perform one search that simultaneously looks across all of Dynamics CRM data or your own](https://reader036.vdocument.in/reader036/viewer/2022063019/5fdf13b2565fe05824191c0e/html5/thumbnails/5.jpg)
Select search columns
or use Quick Find
settings.
![Page 6: Multi Search - Dynamics Professional SolutionsMulti Search • Multi Search enables you to perform one search that simultaneously looks across all of Dynamics CRM data or your own](https://reader036.vdocument.in/reader036/viewer/2022063019/5fdf13b2565fe05824191c0e/html5/thumbnails/6.jpg)
Select display columns
or use Quick Find
settings.
![Page 7: Multi Search - Dynamics Professional SolutionsMulti Search • Multi Search enables you to perform one search that simultaneously looks across all of Dynamics CRM data or your own](https://reader036.vdocument.in/reader036/viewer/2022063019/5fdf13b2565fe05824191c0e/html5/thumbnails/7.jpg)
Change columns
sequence and default
width.
![Page 8: Multi Search - Dynamics Professional SolutionsMulti Search • Multi Search enables you to perform one search that simultaneously looks across all of Dynamics CRM data or your own](https://reader036.vdocument.in/reader036/viewer/2022063019/5fdf13b2565fe05824191c0e/html5/thumbnails/8.jpg)
Define other options
like number results per
entity or ownership
options.
![Page 9: Multi Search - Dynamics Professional SolutionsMulti Search • Multi Search enables you to perform one search that simultaneously looks across all of Dynamics CRM data or your own](https://reader036.vdocument.in/reader036/viewer/2022063019/5fdf13b2565fe05824191c0e/html5/thumbnails/9.jpg)
You can Export and
Import search
definitions.
![Page 10: Multi Search - Dynamics Professional SolutionsMulti Search • Multi Search enables you to perform one search that simultaneously looks across all of Dynamics CRM data or your own](https://reader036.vdocument.in/reader036/viewer/2022063019/5fdf13b2565fe05824191c0e/html5/thumbnails/10.jpg)
Save your search
definition and click
“Back to Search” button
to start searching.
![Page 11: Multi Search - Dynamics Professional SolutionsMulti Search • Multi Search enables you to perform one search that simultaneously looks across all of Dynamics CRM data or your own](https://reader036.vdocument.in/reader036/viewer/2022063019/5fdf13b2565fe05824191c0e/html5/thumbnails/11.jpg)
Enter search terms in
the search box and
click Start Select existing search
definition.
![Page 12: Multi Search - Dynamics Professional SolutionsMulti Search • Multi Search enables you to perform one search that simultaneously looks across all of Dynamics CRM data or your own](https://reader036.vdocument.in/reader036/viewer/2022063019/5fdf13b2565fe05824191c0e/html5/thumbnails/12.jpg)
Review search results.
Depending on number
of results you may have
several pages per
entity.
![Page 13: Multi Search - Dynamics Professional SolutionsMulti Search • Multi Search enables you to perform one search that simultaneously looks across all of Dynamics CRM data or your own](https://reader036.vdocument.in/reader036/viewer/2022063019/5fdf13b2565fe05824191c0e/html5/thumbnails/13.jpg)
When too many
records have been
retrieved use
filters to narrow it
down.
![Page 14: Multi Search - Dynamics Professional SolutionsMulti Search • Multi Search enables you to perform one search that simultaneously looks across all of Dynamics CRM data or your own](https://reader036.vdocument.in/reader036/viewer/2022063019/5fdf13b2565fe05824191c0e/html5/thumbnails/14.jpg)
Download :
http://support.dynamics-pros.com Support:
http://download.dynamics-pros.com
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www.dynamics-pros.com