The Microsoft Business Applications Practice at HCLTech is thrilled to be at HIMSS23 in April. That’s right, we’re back in person and excited to be one of the select partners to share a booth with Microsoft.
The Advanced Find tool is an excellent resource for running targeted searches within Dynamics CRM and offers more in-depth search capabilities than using the Quick Find option. With an Advanced Find query, you can search a variety of record types for a specific field value. However, there are a LOT of fields that come "out-of-the-box" with Dynamics CRM. This means creating a search can take longer because there are so many fields from which to choose. In this blog, we'll discuss how to make searching easier by removing unnecessary fields from the list of options.
Did you know there are 139 fields available on the Account form by default? Most organizations use less than half of those. For our example, we will use the Address 2 fields. Even though Address 2 may not be used, there are actually twenty-four fields related to Address 2. Most of those twenty-four fields are marked as "searchable", which means they show up as something you can search on in Advanced Find.
If your organization doesn't utilize the multiple Address 2 fields, or any other field for that matter, then those additional fields simply clutter up the Advanced Find field selector. It also could result in reporting errors if a user meant to search on Address 1 and picked Address 2 by mistake. Deleting the unused fields in CRM is not an option if they are out-of-the-box.
Luckily you can eliminate these issues by making any OOB field unsearchable and making those fields unsearchable is super simple to change. Here's how to do it.
1. First, navigate to the field you want to hide.
2. Double-click on it.
3. Next, set the Searchable property to No.
4. Click the Save & Close button
5. Repeat the steps above for the other fields you what to hide.
Time-saving tip! Select a number of fields you want to mark "unsearchable" by holding the
Now you see it, now you don't!
And that is all it takes to hide unused OOB fields from your Advanced Find queries! We hope you found today's tutorial useful. Interested in learning more? Check out our CRM Book, where you can access information regarding anything and everything CRM!
Thanks for stopping by our blog today, and as always, happy CRM'ing!