“Change in Default Search behavior in Dynamics 365 in release wave 1”–Inform your customers before it takes them by surprise.

Well this one came as pure surprise and I got to know of this one only after one of our customer enabled 2020 Release wave 1 feature in one of their SandBox environments and updated us that search on entity grids is not working as excepted.

Let me explain the scenario here. My customer was searching in the opportunities grid and the view that he was currently  in was “Open Opportunities”. Can’t use my customer environment for this blog. Hence using the screenshots of a vanilla environment with Release Wave 1 2020 enabled.

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If I search on this view with the word Kitchen, our expectation is Dynamics would use the Quick find view to identify all the records matching with kitchen and show the results. But surprisingly it didn’t happen.

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However in the list of all opportunities, there is indeed an opportunity with topic “Kitchen appliances”. And as per the quick find view configuration of opportunity it is supposed to return that.

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This one took us completely by surprise. Personally I had no clue of what was happening. The only difference we could make was this started happening after we enabled Release Wave 1 2020 in their SandBox environment. And for the customer it’s a feature they are so accustomed to and suddenly not working.

So we started digging the release notes and we finally found the hidden gem. You can read it here.

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To be honest, it didn’t go well with my customer but I would keep that aside and jump more into the technical side of it.

Question 1 – “What is happening now by default?”

Well by default, Dynamics 365 or CDS searches in the view that you are in. If you observe carefully, the search textbox now contains a placeholder text – “Search this view”

Question 2 – Can I go back to the previous behavior – Searching based on Quick Find view?

Fortunately, the answer is Yes. You would need to go Settings –> Administration –> System settings and set the value below setting value to yes.

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Question 3What happens to Categorized/Global search?

The categorized search still used the Quick find view.

What’s my opinion on this feature? It’s a long awaited feature and Microsoft did a great job implementing the same. However would have been better if they hadn’t made it the default behavior in entity searches. This can take your customers by surprise.

Hope this helps!

Debajit Dutta

(Dynamics MVP)

For consultation/ corporate training visit www.xrmforyou.com or reach out to us at info@xrmforyou.com

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Author: Debajit

I am a Dynamics CRM Most Valuable Professional (MVP) with 12 years of experience in Microsoft .NET Technologies and 9 years of dedicated experience in Microsoft Dynamics CRM. I have worked with companies like Microsoft, SanDisk, PwC, TMF Group and have extensive experience of implementing complex CRM solutions from both offshore and client side. Currently the face of XrmForYou.com with significant experience in delivering corporate training on Dynamics CRM and have already delivered multiple projects to client through XrmForYou.com Author of multiple tools on codeplex including the 'Role Based Views' and 'CRM-Sharepoint Metadata manager & Attachment Extractor' which are available for commercial use under XrmForYou.com For consulting/ training, drop me a note at info@xrmforyou.com or visit our website www.xrmforyou.com

3 thoughts on ““Change in Default Search behavior in Dynamics 365 in release wave 1”–Inform your customers before it takes them by surprise.”

  1. @Debojit – Thanks a TON for sharing this post. We all are too excited with new features 2020 release Wave 1 has added but there’s also another side i.e. these minor bits which needs to be tested properly because for non-technical users aka clients this could be sometime challenging..

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