CRM 2013 - Multi-Entity Search
(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")
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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
Fig 1: Search results from entities Accounts, Contacts and Activities
The feature uses the underlying Quick Find feature to submit multiple Quick Find queries that are processed in parallel.
Note
- 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
See also
- CRM 2013: Understanding Multi-Entity Search (added Oct. 7th 2013) - link
Disclaimer
"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.