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Home » Dynamics 365 System Administrators: Global Search Configuration Tools – CRM Heidi
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Dynamics 365 System Administrators: Global Search Configuration Tools – CRM Heidi

Heidi NeuhauserBy Heidi NeuhauserApril 7, 20211 Min Read
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Learn how to update Global Search in Dynamics 365: modify the 3 columns displayed in the search results and add or remove tables searched.

Today, I’m going to show you how to update two things with Global Search in Dynamics 365:

  1. Modifying the three columns (fields) displayed in the search results screen.
  2. Adding/removing tables (entities) searched.

Both of these items are done using extremely simple configuration – anyone with system administrator or system customizer security permission levels can do this.

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Heidi Neuhauser

Microsoft MVP, Business Applications. Specialties: Microsoft Dynamics CRM, Dynamics 365, Power Platform, CDS, Power Automate, user adoption expert, project management, corporate training, sales process, sales operations, automation, workflows, business process flows, PowerApps, change management, customer service process, marketing automation, rescue projects. CRMUG All-Star ⭐

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