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Global Search for Microsoft CRM

by ConsultCRM

Currently in Microsoft CRM, when you use the Quick Search, you have to first navigate to the record type (Company or Lead) before you can do you search.

You cannot search across multiple record types (entities) all in one go. ConsultCRM’s Global Search add-on solves this issue to simplify and speed up your searching.

Just enter your search name, and it will automatically search (by default) across Accounts, Contacts and Leads all at once. You can also search any other entities, including your custom entities.

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