Search Accross Leads/Opportunities/Accounts RRS feed

  • Question

  • We want to have a search function that allows has the following properties:

    1) Have the same search options/wildchars as the quick search
    2) Look in last name, first name & company name for the search string
    3) Do the search for all leads and opportunities where the person who does the search is the owner
    4) Do the search for all accounts where the relationship type is "Custome"
    5) If there is a lead associated with an opportunity then only the opportunity should be listed.
    6) If there is an opportunity or lead associated with an account then only the account should be listed.
    5) In the list of search results one can double click to open the lead, opportunity or account.

    How can this be done?

    Thursday, July 23, 2009 2:48 PM


All replies

  • You can create a custom report with the search parameters you are looking for.  I have a report that allows users to select various criteria to search using report parameters.

    If you don't want to use the report option, then you are going to need to do some significant application customization using the SDK. 
    Best Regards, Donna
    Thursday, July 23, 2009 3:19 PM
  • Unfortunately, reports won't work because it would require too many steps for the sales force. They just want to enter a search phrase in a field on the GUI, hit enter and get the result.

    Are you aware of any code that is doing something similar to base such modifications on? I guess one challange might be that there are different types or records, i.e. accounts, leads, and opportunities. I assume this will require a custom GUI/table. I'm not sure how this would be done in Dynamics CRM.
    Thursday, July 23, 2009 7:23 PM
  • I understand.  If reports are not a viable solution, here are some links that you can research for other options.  Hopefully one of these will be helpful. 




    I am not aware of any code that is providing what you are requesting but I would be surprised if someone doesn't have something.  You could post the request for code in the Development forum and see if you receive a response.

    Best Regards, Donna
    Thursday, July 23, 2009 7:43 PM