Edit the quick find view

You can edit an entity's Quick Find view (the view used to display results of searches performed using the Search box), for example to modify the fields that are searched and which columns display or to specify the width and sort order of the columns displayed.

Important

Changes to the Quick Find view associated with an entity set the default view for everyone who uses the search box for that entity.

Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.More information: Permissions required for customization tasks

Check your security role
1. Follow the steps in View your user profile.
2. Don't have the correct permissions? Contact your system administrator.
Follow the steps for the app you're using.

If using the CRM web application
1. In the nav bar, click or tap Microsoft Dynamics CRM > Settings.
  
  Settings appears in the nav bar.
2. Click or tap Settings > Customizations > Customize the System.
If using CRM for Outlook
1. In the Navigation Pane, expand your organization if necessary, and then click or tap Settings > Customization > Customizations > Customize the System.
Under Components, expand Entities, expand the entity you want to modify, and then click or tap Views.
In the list of views, in the Type column, locate Quick Find View, and then double-click or tap the view.
Modify the fields that are searched:
1. In the Common Tasks pane, click or tap Add Find Columns.
2. Select the check boxes for the columns you want to add, and then click or tap OK.
Modify the columns that are displayed.
- To add a column:
  1. In the Common Tasks area, for Quick Find Views, click or tap Add View Columns.
    
    - OR -
  2. Select the check boxes for the columns you want to add, and then click or tap OK.
- To move a column:
  1. Click or tap the column that you want to move.
  2. In the Common Tasks area, use the arrows to move the column left or right.
- To change the width of a column:
  1. Click or tap the column that you want to change the width for.
  2. In the Common Tasks area, click or tap Change Properties.
  3. In the Change Column Properties dialog box, click or tap an option to set the column width, and then click or tap OK.
- To remove a column:
  1. Click or tap the column that you want to remove.
  2. In the Common Tasks area, click or tap Remove.
  3. In the confirmation message, click or tap OK.
- To change the sort order of a column:
  1. In the Common Tasks area, click or tap Configure Sorting.
  2. In the Configure Sort Order dialog box, in the Column list, select the column you want to sort, click or tap Ascending Order or Descending Order, and then click or tap OK.
- To enable online presence for instant messaging:
  1. In the View form for the selected entity, click or tap the column you want to change. Only some columns have presence such as Primary Contact or Potential Customer
  2. In the Common Tasks area, click or tap Change Properties.
  3. In the Change Column Properties dialog box, select the Enable Presence for this column, and then click or tap OK.
Click or tap Save or Save and Close.
On the Actions toolbar, click or tap Publish.

When the customizations are published, a confirmation message appears.

Note

A customized business entity might have different properties than those described in Help; Help does not contain content that is specific to the custom entities your organization creates. However, Help does describe how to create and use custom entities.

Installing a solution or publishing customizations can interfere with normal system operation. We recommend that you schedule a solution import when it's least disruptive to users.

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