This project is read-only.

"QuickFind doesn't respect current view? I hear you!"

Thank you for your recent feedback regarding QuickFind functionality in CRM. The QuickFind search functionality (in its current form) does not return records from within the selected view. Instead, it spans its search across all active records within the selected entity.

I have therefore written the following project as my answer to this problem.

Project Description
Dynamics CRM solution : Do QuickFind search for selected view.

The purpose of this project is to distribute the QuickFind on Selected View solution and source code to the customer/partner community. I have developed this solution in response to the requests from customers and partners who wanted QuickFind to search under currently selected view. I have used Custom Entity and Plug-in to achieve some scenario but the requirement will vary from project to project, so I publishing this as an open source so that you can decide how to use it in your respective project.
Release History
Known Issues
There are several known limitations.
- If you do QuickFind right after using Advanced Find, QuickFind may query by using Advanced Find query as that could be last used query. The Plug-in cannot distinguish between View query to Advanced Find query.
- Same limitation applies If you do QuickFind right after you see Related Entity Grid for a record in separate window, QuickFind may query by using Related Entity Grid view
- If you use Multi-Entity Search on Microsoft Dynamics CRM Table client, the search result may be affected by this solution, as it uses QuickFind feature to search the result.

- If you think query results are not correct, refresh the view once more, which ensure the selected view definition is stored in last executed query.
Please let us know what's working, what isn't, as well as suggestions for new capabilities by submitting a new issue
In addition to providing feedback on this project site, we'd love to hear directly from you! See what we're up to via our MSDN blog, CRM in the Field or follow us on Twitter: @pfedynamics


多くのお客様やパートナー様より簡易検索の挙動について、「現在選択中のビューに基づいたクエリを行いたい」 とご意見を頂戴します。その一方で現在の挙動に依存した運用も存在し、プロジェクトによってその期待は異なります。そこで今回、簡易検索の動作をある程度制御するサンプルを提供することにしました。

Dynamics CRM solution : Do QuickFind search for selected view.

Release History
Known Issues
- 高度な検索を実行した直後に簡易検索を実行した場合、高度な検索で利用したクエリが基準になる場合があります。これはプラグインではビューからのクエリか高度な検索からのクエリが判別できないためです。
- 同様にレコードを別窓で開いている状態で関連エンティティのビューを参照した直後に簡易検索を実行した場合も、関連エンティティのビューがクエリの基準になる場合があります。
- タブレット用クライアントの複数エンティティ検索機能を利用した場合、検索に簡易検索の機能を使っているためこのソリューションの影響があります。

- 検索結果が期待したものと異なる場合、一旦ビューをリフレッシュしてから再度検索を行ってください。
このプロジェクトだけでなく、私たちは常にコミュニティからのフィードバックを必要としています。是非、日本の MSDN blog Japan CRM Blog もご参照いただき、コメントをお願いします!

Last edited Apr 22, 2015 at 5:17 AM by kenakamu, version 12