By default, Microsoft Dynamics CRM users can search one record type at a time. If you’re looking for “Jones”, you would need to search within Accounts, then navigate to Contacts, search again, navigate to Leads, search again, etc. It works, but it’s painful!
To help solve this problem, Sonoma Partners offers our Universal Search app that offers many time-saving benefits, including:
– Users can search across multiple record types with one search
– Users can quickly access Universal Search anytime in the Microsoft Dynamics CRM application ribbon
– Sys admins can configure which records types to include in the search results (supports both system and custom entities)
Perhaps the best part about our Universal Search solution is that it’s completely FREE to use. If you’ve been looking for a good global search option, look no further!