(Note from the author: the below post was written when CRM 2013 hadnt launched yet, hence scarce on details. You might want to jump directly to a detailed post written post launch – "CRM 2013: Understanding Multi-Entity Search")
One of the great features expected in the upcoming CRM 2013 for tablets is the ability to execute a Search query across multiple entities at once.
When you perform a Multi-Entity Search, the results of the query are
- grouped by entity
- sorted by the order specified in the Quick Find View for the entity
The feature uses the underlying Quick Find feature to submit multiple Quick Find queries that are processed in parallel.
- The feature is expected to work on CRM 2013 for tablets (Win 8 and iPad) – not in the web client, nor the CRM for Outlook client in this release
- The feature is expected to search 10 entities at the most
- CRM 2013: Understanding Multi-Entity Search (added Oct. 7th 2013) – link
"Microsoft Dynamics CRM 2013" is a pre-release product under development. The information in this blog post represents my personal understanding and expectations as of the date of this blog post. All pre-release product release dates and features specified are preliminary based on current expectations, and are subject to change without notice.