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- Dynamics 365 search is a feature that allows you to find records quickly across multiple record types1.There are different ways to search in Dynamics 365231:
- "Classic" Search: This is the original search option that lets you search for records within a specific entity or view2.
- Categorized Search: This is a newer option that lets you search across multiple entities and shows the results in groups by entity type21.
- Relevance Search: This is a more advanced option that uses Azure Search to provide faster and more comprehensive results2.
- Advanced Find: This is a powerful tool that lets you create complex queries and filters to find the records you want3.
Learn more:✕This summary was generated using AI based on multiple online sources. To view the original source information, use the "Learn more" links.To find your records quickly in Dynamics 365 Customer Engagement (on-premises), you can search across multiple record types all at the same time. The results of the search are shown in groups, sorted by entity type. There are two ways to search.learn.microsoft.com/en-us/dynamics365/customere…Searching Options in Dynamics 365
- "Classic" Search Searching for records within Dynamics 365 (CRM) has been around for a while. But, this has been delegated to, what I call, the "classic" search. This search option is still available in the current version. ...
www.crmsoftwareblog.com/2017/09/searching-opti…Find the records you want in Dynamics 365 Customer Engagement (on-premises) by using the Advanced Find command. You can also use Advanced Find to prepare data for export to Office Excel so that you can analyze, summarize, or aggregate data, or create PivotTables to view your data from different perspectives.learn.microsoft.com/en-us/dynamics365/customere… - People also ask
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