Lookup and Quick Find create a better user experience
Dynamics 365 - Lookup and Quick Find Improving User Adoption Searching for information in Dynamics 365 provides a means to quickly locate data. This could be contacts, account, or custom entity data. If you want to improve user adoption you will want to educate your application users on efficient searching techniques. Here is a simple, but somewhat hidden concept on leveraging quick find for lookup fields. The Scenario Your users often need to quickly locate account information when creating contacts. This could apply to any custom entity as well. But for this simple scenario let's use account. An account has fields for name, account number, phone, etc. But let's say the users need to locate accounts in a given city. Out of the box searching is only done on select fields and does not include city. The Solution All entities have 2 out of the box views. The Lookup view, and the Quick Find view. These 2 views work together ...