As a Dynamics 365 user, you can change which fields are displayed in the Dataverse search results and choose which fields are included in your searches.

It helps users get access to the information they need quicker and improves productivity. The screenshot below shows the standard out of the box search results for Accounts.

Dynamics search result example for accounts — Dataverse search results

Account results display these fields:

Account Name
Account Number
Primary Contact
City
Phone
Email

Contacts will display the fields:

Full name
Company / Account name
City
Email

To modify the fields displayed you need to edit a particular type of system view called a Quick Find View. For accounts and contacts the views are called:

Quick Find Active Accounts
Quick Find Active Contacts

To edit the Dataverse search fields in Dynamics 365 using Power Apps

Sign in to Power Apps.
Choose your production environment
Select Tables
Select the table you want to make the changes for and then select Views.

Look for a view of type Quick Find View in the list of views. It’s usually called Quick Find Active [Contacts / Accounts] for example
Open the view

To edit the display fields of a Dataverse search in Dynamics 365

You can add columns by clicking the +View column button and choosing a column
To remove columns, click the column heading and choose Remove
You can re-order columns by dragging and dropping

For more details about how to add or remove columns in a view, see Microsoft’s article Choose and configure columns in model-driven app views in Power Apps.

To change the searchable fields of a Dataverse search in Dynamics 365

The searchable fields are the fields which the system matches with your search input. The more fields you add, the more results you’re likely to return, but you’ll impact the search speed.

From the previous section after you’ve opened a Quick find view
Look in the the find by section in the bottom right of the table editing screen, choose Edit find table columns
You can add or remove tables by selecting or de-selecting them
You can also remove columns by clicking the X beside their name

To change the search criteria for Dataverse searches

In the filter by section on the right of the table editing screen, choose Edit filters
Here you can edit the search criteria to fit your requirements
If you’ve not edited search criteria before, here’s how to do it

Saving your changes to the search results

Once you’ve made these changes, click Save and publish
The next time you begin a Dataverse search these new fields will be used

Choosing which tables appear on the Dataverse search results page

To choose which tables (entities) appear on the search results page, look at this Microsoft article Select tables for Dataverse search

To edit the Dataverse search fields in Dynamics 365 using legacy System customizer settings

Editing the search fields using Power Apps is the fastest and recommended way to make the changes. However, for convenience, some users may wish to use the legacy method.

Example: Follow these steps to update the Account record type and to replace Account Number with Business Phone:

Navigate to Settings->Customizations and click Customize the system
Expand Entities, click Account then click Views
Double click Quick Find Active Accounts

Microsoft Dynamics CRM Quick Find Active Accounts Headings

To move a column to the left or right click the column header and it will turn green, then use the left or right arrows to re-order it (box 1 in the image). The first 3 columns display in global search results. In our example we’ll move Account Number one place to the right, and then move Main Number in-between Account Name and Primary Contact

Microsoft Dynamics 365 Quick Find Active Accounts

Adding columns

To display additional columns in the view, click Add View Columns, check the boxes to the left of the columns you want to include, then click Ok. Tip: New columns will add either to the far right hand side, or to the right of whichever column header you have selected (in green)

Editing find columns

To change the columns that are used to search for results, click Add Find Columns. For example you may want to also search on City to return all results in a particular city, you would need to check the box next to Address 1: City, and click Ok to include this in the search columns. “Find Columns” do not display in the view’s results
Click Save and Close when you have finished
Click Publish All Customizations for the changes to take effect across the organisation
Re-run your global search and see the results with Main Phone now displayed as the second field
Repeat this for the Contacts entity, if, for example, you want to display Business Phone number in the results

We hope you found this useful and it helps improve your CRM experience!

Being able to quickly and easily tailor Microsoft Dynamics 365 to your unique business needs is one of its core strengths. It makes for a better CRM system and happier CRM users.