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Microsoft Dynamic CRM 4.0 search RRS feed

  • Question


  • I have a couple of quick questions regarding Microsoft Dynamic CRM 4.0,

     

    1) Is there any provision in Microsoft Dynamic CRM 4.0 to search the entire site on a single page, for instance if I want to search the Accounts, Contacts and Opportunities containing word "Test", can I search these records in a single search query or I would have to get a third party program to accomplish this?

     

    2) Email field in Contact form appears to be a simple text, is there a way to make this as hyper link like "mailto:username@domain.com"?

     

    I would be very thankful if anyone give me the answers of these questions.

    Thanks
    Babar
    Wednesday, March 5, 2008 1:06 AM

Answers

  • Hi.

     

    1. There is no indication of implementing a multi-entity search feature.

        You can try doing it your self or, as you said, use a third party add-on.

    2. This is a bug, you can replace the nvarchar : Text field with a nvarchar : email field OR add the following script to 

        the contact onload form:

     

    function OnCrmPageLoad()

    {
           var emailaddress1 = crmForm.all.emailaddress1;

                emailaddress1.attachEvent( "ondblclick" , OnEmailFieldClick );
    }

     

    function OnEmailFieldClick()

    {
          var emailaddress1 = crmForm.all.emailaddress1;

               location.href = "mailto:" + emailaddress1.DataValue;
    }

     

    OnCrmPageLoad();

     

    Cheers,

    Adi

     

     

    Wednesday, March 5, 2008 5:40 AM

All replies

  • Hi.

     

    1. There is no indication of implementing a multi-entity search feature.

        You can try doing it your self or, as you said, use a third party add-on.

    2. This is a bug, you can replace the nvarchar : Text field with a nvarchar : email field OR add the following script to 

        the contact onload form:

     

    function OnCrmPageLoad()

    {
           var emailaddress1 = crmForm.all.emailaddress1;

                emailaddress1.attachEvent( "ondblclick" , OnEmailFieldClick );
    }

     

    function OnEmailFieldClick()

    {
          var emailaddress1 = crmForm.all.emailaddress1;

               location.href = "mailto:" + emailaddress1.DataValue;
    }

     

    OnCrmPageLoad();

     

    Cheers,

    Adi

     

     

    Wednesday, March 5, 2008 5:40 AM
  • Dear,

     

    1. you can create your custom page and custom search for such thing,  even you can use advance search where you can put OR attribute b/w multiple entities and get the search.

     

    2. Yes you can set using javascript ..  onpageload

     

             location.href = "mailto:" + email.DataValue

    Regards,

    Imran

     

    http://microsoftcrm3.blogspot.com

     

     

    Wednesday, March 5, 2008 5:49 AM
    Moderator

  • Thanks Adi it worked.

    Regards,
    Babar
    Wednesday, March 5, 2008 8:27 AM

  • Thanks for your reply Imran, but as I know view can be based on only one entity.
    We can put filters on multiple entities but these filters are relavent to main entity and hence resultant records belong to single entity.
    Please explain if I am wrong.

    Regards,
    Babar
    Wednesday, March 5, 2008 8:32 AM
  • may be it's too late to answer to your question )))) but have you seen Global Search tool for Dynamics CRM 4.0 OnPremise? I'm pretty sure all your questions will go off

    here is a link: http://www.akvelon.com/Products/Dynamics%20CRM%20global%20Search/default.aspx

    Wednesday, April 13, 2011 4:55 PM