MS Dynamics CRM全局搜索获取相关实体 [英] MS Dynamics CRM Global Search Getting Related Entities

问题描述

我正在尝试建立一个全局搜索，用户可以在其中按发票编号进行搜索，并使用OOB解决方案显示发票和相关订单。

编辑

版本：2015

不确定何时安装但最近更新

解决方案

全局搜索在快速查找视图和查找在特定实体中指定的列。可搜索实体可以在系统设置中配置其显示顺序。

在您的方案中，添加实体Order&发票到可搜索实体列表（将其移到顶部）。然后设置QF视图显示列和在两个实体的视图中查找列（发票编号）。

更新：

订单可以具有多个关联的发票（发票子网格）。因此，订单是对发票的查找。通过订单号字段（订单中的文本，发票中的查找）在两个实体中使用订单号进行QF变得容易。

但是您需要QF发票编号，仅在发票中可用。您可能需要将所有发票编号存储在自定义字段（以逗号分隔）中，将其用于订单实体中的QF。

I am trying to set up a global search where the user can search by invoice number and it shows the invoice AND related order with OOB solutions.

EDIT
Version: 2015
Unsure of when installed but was updated recently

解决方案

Global Search works on top of Quick Find view & Find columns specified in particular entities. The searchable entities & its display order can be configured in System settings.

In your scenario, Add the entities Order & Invoice to searchable entities list (move it to top). Then setup the QF view display columns & Find columns (Invoice number) in view of both entities.

Read more

Update:
Order can have multiple Invoices associated (Invoice subgrid). Hence Order is a lookup on Invoice. This will make easy to QF with 'Order number' in both entity by 'Order number' field (text in Order, Lookup in Invoice).

But you need to QF 'Invoice number', which is available in Invoice only. You may need to store all the Invoice numbers in a custom field (comma separated) & use it for QF in Order entity.

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