Global search on leads and contacts RRS feed

  • Question

  • Hello,

    Is there a way to search for leads and contacts at the same time? And list them in one searchresult?

    Thursday, March 19, 2009 8:48 AM


All replies

  • UWE - To answer your question, this functionality is not available out to the box -

    However check c360.com for their Multi-Field Search - which will search multiple fields at a time and it also searches across entities  - http://www.c360.com/MultiFieldSearch.aspx

    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Thursday, March 19, 2009 9:51 AM
  • Hi,

    I recomend the solution that you can download from here:

    We have tested it, and it does the job. And much cheaper the c360 ....

    • Marked as answer by Uwe Braunholz Friday, March 20, 2009 6:50 AM
    Thursday, March 19, 2009 10:12 AM
  • Thank you for your answers.

    I can imagine there are several thirdparty components enabling a global search. Are any more known?

    Thursday, March 19, 2009 2:10 PM
  • there are some links in Advanced Find between Contacts and the Originating Lead.  Try using the Active Contact search through Advanced find then add a search filter for Orginating Lead contains data.  You can edit the columns and add fields from the originating Lead record. 

    If you want to do a more general search where the Lead record was not linked to the Contact record, then you can create a SRS report and upload it to the CRM server.
    Best Regards, Donna
    Thursday, March 19, 2009 2:38 PM
  • Hi Uwe, Take a moment to check out Akvelon’s Global Search ( http://www.akvelon.com/Products/Dynamics%20CRM%20global%20Search/default.aspx ). Global Search is essentially a search engine that searches across all entities (including custom) with one single search. You can customize what it searches, and can even search email contents. Visit the link above to try it out with the demo, or even download the free 2 week trial to test it in your own environment.
    Saturday, April 16, 2011 4:15 PM
  • We are using Microsoft Dynamics CRM On-Line.  None of these add-ons work for that.  Does anyone have any solutions for this?

    We've been waiting for MSFT to fix this for 2 years.  Everyone in the office has a smart phone that can do this - take any tidbit of a string and find instances of it in contacts, appointments, notes, emails, etc. in *every* form possible, including 'deleted' folders.  So my $99 phone can do this - Microsoft Dynamics CRM On-Line can't.

    Sunday, June 5, 2011 3:09 PM
  • You can post a suggestion on Connect if you like and have people vote for it. 

    As with any feature set change, companies have many variables to take into consideration when making feature changes.  Those variables are things like resources, time, budget, other feature change requests, etc.  It could be that there has not been enough demand for this particular feature and other feature requests have a higher priority, not sure.

    Regards, Donna

    Saturday, June 11, 2011 3:31 PM
  • Leon Tribe has a neat, codeless solution on his blog here: http://leontribe.blogspot.com/2011/06/codeless-universal-search-for-dynamics.html Essentially you build a set of searchable records which reference any entities you like, for any fields you want (which can vary per entity), using workflows to create and update these. A bit of work to do this, but very feasible as long as you are realistic and don't go too mad on too many entities and too many fields being added (I can see that performance of both the workflows and the search could rapidly go downhill in large implementations if you were over-zealous with this).
    Sunday, June 12, 2011 10:03 AM