The Dynamics CRM Search tool is designed to fill such a gap. This solution is fairly "low tech" in that it leverages the powerful reporting capability of SSRS in order to deliver the results. And it can be configured to suit the needs of any organization. This CRM Search tool is compatible with CRM 2011 and CRM 4.0.
Below are some configuration samples to illustrate usage scenarios.
"Out of the box" deployment
When deployed out of the box this is how the CRM Search will appear. By default it is configured to search across the account, contact, lead opportunity, and case entities. As illustrated, the more search criteria specified the further the result is refined. So for example, the search criteria shown in the screenshot will return all accounts beginning with "a" along with any contacts that belong to an account beginning with "a" and have a last name beginning with "d".
The search criteria can be modified to search the particular requirements of your CRM deployment. Most of the fields and search criteria represent data that do not exist in the out of the box CRM deployment.
This example illustrates the ability to have a “Search All” search field. If for example, you enter “Thomp” in the Search All field – the search will run a “contains” search as follows:
- In accounts for any accounts that have a matching name, address, contact information
- In contacts for any contacts that have matching first name, last name, address, contact information
- In any other entity/fields that the "search all" is configured to run against (according to your installation requirements)
The remaining fields can be used to do a more targeted search if that’s your preference