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