Edit the Quick Find view

Can I do this task?

If you edit a Quick Find view The view used to display results of searches done using the Search box., the changes set the default for everyone who uses the search box for the entity.

1. In the Navigation Pane, click Settings.
2. Under Customization, click Customizations.
3. In the Customization area, click Customize the System.
4. Under Components, expand Entities, and then expand the entity you want.
5. Click Views.
6. In the Type column, locate Quick Find View. Double-click the view.
7. Modify the fields that are searched.
   In the Common Tasks pane, click Add Find Columns.

   1. Select the check boxes for the columns you want to add, and then click OK.
8. Modify the columns that are displayed.
   • Add a column:
     1. In the Common Tasks area, for Quick Find Views Views used to display results of searches done using the Search box., click Add View Columns.

        - OR -

        For other types of views, click Add Columns.

     2. Select the check boxes for the columns you want to add, and then click OK.
   • Move a column:
     1. Click the column that you want to move.
     2. In the Common Tasks area, use the arrows to move the column left or right.
   • Change the width of a column:
     1. Click the column that you want to change.
     2. In the Common Tasks area, click Change Properties.
     3. In the Change Column Properties dialog box, click an option to set the column width, and then click OK.
   • Remove a column:
     1. Click the column that you want to remove.
     2. In the Common Tasks area, click Remove.
     3. In the confirmation message, click OK.
   • Change the sort order of a column:
     1. In the Common Tasks area, click Configure Sorting.
     2. In the Configure Sort Order dialog box, in the Column list, select the column you want to sort, then click Ascending Order or Descending Order, and then click OK.
   • Enable online presence for instant messaging:
     1. In the View form for the selected entity, click the column you want to change.
     2. In the Common Tasks area, click Change Properties.
     3. In the Change Column Properties dialog box, select the Enable Presence for this column, and then click OK.
9. Click Save or Save and Close.
10. On the Actions toolbar, click Publish.
11. When the customizations are published, a confirmation message appears.

Note

If a business entity A standard Microsoft Dynamics CRM entity that can be customized or added to a solution. When part of a solution, a business entity might be further customizable, depending on the restrictions placed on it when created. has been customized, it might have different properties than what is described in Help. There will not be Help that is specific to the custom entities Entities created by a developer or System Customizer in Microsoft Dynamics CRM. They are created in the customization area and can be included in a solution. Custom entities might be further customizable, depending on restrictions placed on them when created. your organization creates. There is Help that describes how to create and use custom entities.