[Webinar] Streamline your web hosting managementRegister Today

x
?
Solved

Search for records - quick search in Dynamics CRM 4.0 - Can it be restricted

Posted on 2009-02-13
2
Medium Priority
?
1,396 Views
Last Modified: 2012-05-06
Hi, we're looking to implement Dynamics CRM and are just assessing it against our requriements.

One of these requirements is the ability to have a default view when a user accesses the system. This has been done by creating a default view of "My Active Users" which is linked to their Business Unit and is very easy.

The one problem I am having is that when the user completes a "Quick Search" in the search for records box the system does not take into account the users current default view and simply returns all matches to that record whether or not they are within the current users business unit.

I have found 2 ways to do this but both have issues, the first is to increase security and restrict the user from seeing other business unit contact records, this goes against our requirements so is not possible, the other is to search through the Advanced Find option, I very much doubt my users will regard this as a simple method.

Is there a way of restricting the "Quick Search" to only search the current view being displayed to the user?

Thanks for any help
0
Comment
Question by:CastleL
2 Comments
 
LVL 2

Expert Comment

by:t-joe
ID: 23631786
This is a common confusion among MSCRM end-users. The user interface may give the impression that quicksearch searches only in the current view - when in fact it searches all the user has access to. I don't know of a supported way to change this.

I guess the rationale behind this is that MSCRM is a software that wants users to collaborate across departments rather than restricting them to their own departments data.

One acceptable workaround could be to edit the columns of the search view so that business unit is visible in the search results. That way users can clearly see that the results from other business units is not "their" data, and choose to disregard them.
0
 
LVL 10

Accepted Solution

by:
crm_info earned 60 total points
ID: 23638856
Another workaround that we use is to create a view that is a "Search Template"  - the template includes many of the common search fields (which could include Business Unit, state, etc).  To narrow this search, the user can switch to this view and then click Advanced Find.  Since advanced find uses the current view as the starting point, the user could now simply edit the specific columns that they wish to change.

A much more advanced workaround would include integrating CRM with SharePoint.  SharePoint has a search function that can be integrated with CRM data.  It also has a CRM WebPart, so you can present CRM data inside of SharePoint.  Though I've not done something that meets your specific requirements, it is probably possible to do this inside of SharePoint.  Another "bonus" to using SharePoint is that you can give your users a single search bar that can search everything in CRM (a lot of our customers like this because they don't have to search Leads, Accounts and Contacts separately - they can use a single search bar in SharePoint to do this).

A final workaround: Develop a custom ASPX web page for this type of search.
0

Featured Post

Free Tool: Subnet Calculator

The subnet calculator helps you design networks by taking an IP address and network mask and returning information such as network, broadcast address, and host range.

One of a set of tools we're offering as a way of saying thank you for being a part of the community.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

This collection of functions covers all the normal rounding methods of just about any numeric value.
For cloud, the “train has left the station” and in the Microsoft ERP & CRM world, that means the next generation of enterprise software from Microsoft is here: Dynamics 365 is Microsoft’s new integrated business solution that unifies CRM and ERP fun…
The viewer will learn how to simulate a series of coin tosses with the rand() function and learn how to make these “tosses” depend on a predetermined probability. Flipping Coins in Excel: Enter =RAND() into cell A2: Recalculate the random variable…
The viewer will learn how to simulate a series of sales calls dependent on a single skill level and learn how to simulate a series of sales calls dependent on two skill levels. Simulating Independent Sales Calls: Enter .75 into cell C2 – “skill leve…
Suggested Courses

608 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question