Configure Global Search for custom entities in Dynamics 365/ PowerApps portals

With the recent Release Wave updates in Power Apps Portal, we can include our custom entity in Global Search.

Let me guide you how to configure search for entities.

Step 1: Go to your Portal Management App->Site Settings and create the following settings as explained below:

1. Make sure the primary site setting named Search/Enabled is set to true

clip_image001

2. Create a site setting for additional entities named Search/EnableAdditionalEntities as shown in the screenshot

clip_image003


3. Open an existing site setting search/filters and include the value as per the description.

clip_image005

I kept <name 1>:<entity_logicalname> separated by ; <name 2>:<entity_logicalname> since it is a name/value pair

Step 2: Go to your Customizations and select your entity (my entity name is Custom Requests) and then Views.

Create a public view with your filter and columns. Save the view name as Portal Search like as shown

clip_image007

Save your changes and publish the entity.

Step 3: Go to Entity Permissions in your Portal Management App and create an entity permission for the entity with scope as Global and include Read privilege

clip_image009

Once permissions are created associate the required web role under Related. I have associated Authenticated Users which means my permission gets applied to the authenticated user when signed in to the portal.

clip_image010

Step 4: Create a Read Only Entity form which will be used to configure our search results web page.

clip_image012

Step 5: Go to your Portal and create a New Page and then select Blank Page as Template using the WYSIWYG Portal Editor


clip_image013

Under Components select the form component and add it to your page created in Step 5

clip_image015

Once the form is added choose your entity form created in step 4

clip_image017

Step 6: Go to Portal Management App and select Site Makers. Create new site maker with the following details

Name: cr6b0_customrequests_SearchResultPage

Page: Requests Page (created in step 5)

Name is in the format of <entitylogicalname>_SearchResultPage and make sure you choose the page as content page.

All our configurations are in place and refresh your portal cache to view the search results.

clip_image019

As you can see my entity is displayed included in Global Search engine

Now I go ahead query with my search text as shown below

clip_image021

My entity record details matching the search criteria gets displayed.

Hope this helps!

Debajit Dutta

(Business Solutions MVP)

For training and consulting, write to us at info@xrmforyou.com