Tooltip on Search for Entity records in Dynamics 365


Microsoft Dynamics 365 provides various settings to be configured as per the different business requirements, which provides us with a better UI interface along with various configuration settings.

Previously only a search button was available for the users to search the records.

In this blog, we will have a look at how when you filter by keyword, you can search quickly using the attributes.

As per New UI for Dynamic 365 “Tooltip on search” is provided which contains Attribute names. Using these Attributes, the user can search the data quickly.

Let us have a look-

  • Let’s Assume a scenario in which the user wants to quickly find the account name or Account Number and be able to quickly search records by account name or Account number. Also, the tooltip on search will help the user to identify other attributes on which they can filter the data.

Please refer below screenshots for the same.

Tool tip

Tool tip

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  • Note: Search will be slow if the user uses keywords that begin with an…


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    Inogic
    Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
     
    Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
  • Author: Inogic

    Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.   Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

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