- [Instructor] You'll learned how to search
a view and on how to use advanced find
to create more complicated queries.
But both of these only allow you
to search one table at a time.
So what do you use when you're looking
for data across multiple tables?
Dynamics 365 has a global search feature called
Dataverse search,
which allows for these types of searches.
The search results are delivered
in a single list sorted by relevance.
Besides searching across multiple tables,
Dataverse search can also find results
in documents that are stored in Dynamics 365.
You'll recognize Dataverse search
by a large search bar that on top of the screen.
When you click your mouse
inside of the search bar
without entering any search items,
you'll notice that you'll see recent searches,
and any recently accessed records.
As you're entering one or more search terms,
you'll notice that you're getting
some preliminary results as you're typing.
You'll also notice,
you'll see some action buttons
next to these records.
Depending on what record you're looking at,
the options might be slightly different.
So here on the account,
you can see that I have the ability
to assign this account, share the account
or email a link to this account record.
When I look at the command buttons on the task,
I can see that I can mark it as complete,
cancel the task,
set it regarding an item in Dynamics 365,
assign the task or email a link to the task.
If I want to see all of the results of my search,
I can click on show more results for Jim
or I can click enter on my keyboard.
This will take you to the page that shows you all
of the search results on one page
sorted by relevance.
If I'm looking for one particular record type
or table,
I can jump to that specific tab.
On the right side on the screen,
there are some filters that you can use.
These filter options are different
depending on the record type that you're on.
If I go to tasks,
you'll notice that I have
different filtering options.
The ability to search across tables
allows users to find records quicker,
and more easily.
Now that you understand
how Dataverse search works,
try using this capability
in your own environment.