Adding Search Fields to Dynamics 365 Views and Advanced Contact Lookup

Customer Service workspace has an Advanced contact lookup (customer and account) that displays contact views and allows for searching records. But what if the data you are entering isn’t returned in the search? In this post, I will go through how to allow searching of fields not included in the default search. This applies to Dynamics and model-driven app views as well. First, let’s look at the advanced contact lookup … Continue reading Adding Search Fields to Dynamics 365 Views and Advanced Contact Lookup

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