{ZERO CODE DEVELOPMENT} QUICK FIND WILD CARD SEARCH ON WHOLE NUMBER FIELD IN DYNAMICS CRM 2015

Scenario: Be able to do a quick find wild card search using out of box CRM quick find box on whole number field.

Ideal Solution: You must be wondering that it is as simple as configuring a Add Quick Find column in quick find and it will be working.

Reality: Even when we configure Quick find view for whole number fields, it only enables full number matches, not partial matches. For eg, if I want to search on number of employees in out of box account entity, I can only do full matches like 1000, I will not be able to get a result on 100*

ZERO CODE DEVELOPMENT SOLUTION:

I think the scenario is already clear by now.

So, since the example is referring to Dynamics CRM 2015, let us have a practical example on Calculated Fields.

Wait a minute, how are Calculated fields going to be useful here?

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Well, we will need to store a hidden calculated field for our whole number field , which will be used in Quick find search.

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Step 1: Please create a hidden Calculated Field like this:

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Step 2: Click Edit and configure like below:

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Step 3:

Configure this field in Account Quick find view (Remember in Step 1 field is marked as searchable as well):

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Step 4: Publish all customizations.

What about mapping historical data to the new field. Well, calculated fields do not need that.

So, the final test!

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Hope it helps!

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{QUICK TIP}CRM Data Imports: Things can also roll back!

Data imports are a cool feature in CRM to import bulk data, do bulk edits in excel with re-import option and then re-import the changes.

Highlighted Account record names were added in error.

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Accidentally wrong import file was used, how to roll back now?

Just pick the option, All Records imported to the Entity during this import

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Then a bulk deletion job option will appear, what is cool is it can also delete the import job history:

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Once ok is clicked, it will trigger a background system job.

After some time, the imported records will be deleted.

Note: Changed column values will not be rolled back.

Hope it helps!