As the name of the feature suggests, users of Dynamics CRM can use “Quick Find” to quickly and easily search for the records in the entity. You can configure the Quick Find view for a specific entity by defining “view” columns and “find” columns. CRM searches for the text you enter in the search box (including any wild cards) in the “find” columns defined for the Quick Find view.
In addition to this functionality, you can also use this feature for quick data entry. The following example illustrates this.
In this example, the company uses CRM to provide services to publicly traded companies. Companies are stored in the Account entity. Each company has been populated with its unique Ticker Symbol. Account Quick Find view has been configured with Ticker Symbol as one of the “Find” columns. The following screenshot shows the sample company data.
With the Ticker Symbol defined as one of the “Find” columns for the Quick Find view, you can now enter the unique Ticker Symbol anywhere in CRM where you need to enter the Company name. This includes Advanced Find and forms where the Account (lookup) needs to be entered.
For example, when you enter “MSFT” in the Account (lookup) field in the Opportunity form and tab out, CRM populates “Microsoft Corporation” in the field.
Because Ticker Symbols are unique across the companies, CRM finds exactly one record based on the Ticker Symbol you enter. This technique can also be used for the other unique fields such as Account Number, Short Name or Alias.
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