Monday, April 20, 2015

Quick Find - PlugIn to modify the search

The Quick Find functionality in Dynamics CRM allows users to quickly search for records. The Quick  Find view for each entity is used to customize how the records are filtered for searching. Typically the filtering criteria restricts the searching so that only records owned by the current user are returned.

 A common request from users is the ability to extend the records to be searched. In this post I am going to show how a custom plugin can be used to modify the search’s filtering criteria on the fly. This is a simple example however it can easily be extended to cover other scenarios. The Account Quick Find view filter is configured to search active records where the owner is the current user.