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Quick Find doesn't work for Appointments in CRM 2015? RRS feed

  • Question

  • Hi All,

    I was trying to set up quick find search in the Appointment entity views with some custom and system fields. However, I ended up no results despite of matching the search criteria.

    Process Followed: Solutions -> Entities -> Appointments -> Views -> Quick Find All Appointments -> Add Find Columns -> selected the search fields -> Save & Close -> Publish.

    Can anyone let me know if there is an issue with my process or product? 

    Thanks & Regards,

    Srinivas Kamutam.

    Friday, August 14, 2015 8:28 AM

All replies

  • Hello,

    Just to be sure - are you trying to find required records from Appointments view or Activities view? Also could you please provide screenshots to understand your scenario and steps?


    Dynamics CRM MVP
    My blog

    Friday, August 14, 2015 9:04 AM
    Moderator
  • Hi Andrii,

    Yes, I am trying to search for records in the Appointments view. Please find the attachment for understanding the scenario.

    Thanks,

    Srinivas.

    Friday, August 14, 2015 9:10 AM
  • Hello Srinivas,

    Quick Find works in generall only for active datasets. Perhaps the appointment is closed ?

    Do you find the appointment with an advanced finds?


    Herzliche Grüße / Best regards Markus Müller If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    Tuesday, August 18, 2015 8:21 AM