{"id":43272,"date":"2020-06-04T14:02:00","date_gmt":"2020-06-04T18:02:00","guid":{"rendered":"http:\/\/sticky-highjinx.flywheelsites.com\/?p=43272"},"modified":"2025-03-03T07:54:41","modified_gmt":"2025-03-03T12:54:41","slug":"d365-developer-series-extending-full-text","status":"publish","type":"post","link":"https:\/\/envistacorp.com\/en-au\/2020\/06\/04\/d365-developer-series-extending-full-text\/","title":{"rendered":"D365 Developer Series: Extending Full-Text"},"content":{"rendered":"Reading Time: <\/span> 4<\/span> minutes<\/span><\/span>\n

How to extend existing search criteria for full-text search within Retail and Commerce<\/h2>\n\n\n\n

Microsoft Dynamics 365 has built in full-text search functionality when searching for customers, products, and prospects. Dynamics 365 builds full-text indexes over a large volume of the text data, which contains vital words and locations, and results in faster search. When creating a sales order; the full-text search can help expedite searching for customers and items based on configured criteria (e.g., customer account, phone, zip code, product name). This article covers configuring, utilizing, and customizing full-text functionality. <\/p>\n\n\n\n

In this example, we will use the Contoso Retail USA (USRT) company.  <\/p>\n\n\n\n

Configure the Search Criteria  <\/h2>\n\n\n\n

Navigate to\u202fSales and marketing > Setup > Search > Search criteria <\/p>\n\n\n\n

  1. From the dropdown in the action pane, select Customer. Add new rows for MCRCustomerSearchViewselecting AcccountNum, City, Name, Street, and ZipCode fields one by one:

    \"select<\/li>
  2. Click Update search data, and click on Yes to the following message:

    \"click<\/li>
  3. Select the Customer option from the Source dropdown box and click on OK:

    \"select<\/li><\/ol>\n\n\n\n

    Repeat the steps above for Product selection in the action pane but use MCRProductSearchView.<\/p>\n\n\n\n

    Configure Search Parameters <\/h2>\n\n\n\n

    Navigate to\u202fSales and marketing > Setup > Search > Search parameters:<\/p>\n\n\n\n

    \"dynamics<\/figure>\n\n\n\n

    Limit number of results to:<\/strong> Number of records to display from the search result, set to 50. <\/p>\n\n\n\n

    Search type<\/strong>: Select the Partial match option. <\/p>\n\n\n\n

    Automatically fill customer search<\/strong>: This option allows you to automatically select the Customer; if only one customer is found as a search result, set to No. <\/p>\n\n\n\n

    Automatically fill item search<\/strong>: This option allows you to automatically select the item if only one; item is found as a search result, set to No. <\/p>\n\n\n\n

    Save search type<\/strong>: This option will allow saving search type; set to Yes. <\/p>\n\n\n\n

    Enable lookup for product search<\/strong>:\u202fThis option will allow the field lookup for the product search; set to Yes. <\/p>\n\n\n\n

    Perform Customer Search<\/h2>\n\n\n\n

    Navigate to\u202fRetail and Commerce > Customer > Customer service  <\/p>\n\n\n\n

    You will need to use the Keyword option to find customers using full-text search. Enter the criteria and click the Search button:<\/p>\n\n\n\n

    \"dynamics<\/figure>\n\n\n\n

    The results are shown in a new prompt which allows for updating the search criteria:  <\/p>\n\n\n\n

    \"update<\/figure>\n\n\n\n

    Customizing the Full-text Search for Customer <\/h2>\n\n\n\n

    Many times, there is a business requirement to add more fields to full-text search criteria so that a search can be performed across more columns and tables. Let\u2019s review an example where we add the primary phone number as part of a keyword search.  <\/p>\n\n\n\n

    1. Extend the MCRCustTableSearch query: 

      \"Extend
      Add LogisticsElectronicAddress table to the DirPartyTable data source.   Relationship<\/strong>: DirPartyTable.PrimaryContactPhone == LogisticsElectronicAddrss.Recid  Fetch Mode<\/strong>: OneToN  Join Mode<\/strong>: OuterJoin  Dynamics Fields<\/strong>: Yes<\/li>
    2. Extend the MCRCustomerSearchView view:

      \"Extend
      Add LogisticsElectronicAddress.Locator (phone number) to the field list.  Note: <\/strong>Database sync is required before updating the customer search configuration.  <\/li><\/ol>\n\n\n\n

      Update Configuration Based on Customizations<\/h2>\n\n\n\n

      Navigate to\u202fSales and marketing > Setup > Search > Search Criteria <\/p>\n\n\n\n

      1. Add Locator to the search criteria grid 

        \"Add<\/li>
      2. Click on the Update Search Data menu and update the Customer search data as explained before. <\/li><\/ol>\n\n\n\n

        Search the Customer by Primary Phone<\/h2>\n\n\n\n

        Navigate to\u202fRetail and Commerce > Customer > Customer service <\/p>\n\n\n\n

        From the drop-down menu, select the Keyword option and enter the primary phone number to search for a customer:<\/p>\n\n\n\n

        \"select<\/figure>\n\n\n\n

        The results are shown in a new prompt which allows for updating the search criteria:<\/p>\n\n\n\n

        \"customer<\/figure>\n\n\n\n

        In this blog, we have introduced full text search for Dynamics 365, and its configuration and usability.  We have also shown how to extend this functionality with additional search criteria.   <\/p>\n\n\n\n

        Deep Expertise in Dynamics AX and D365 Development<\/h2>\n\n\n\n

        enVista is dedicated to helping the Microsoft community by continuously sharing our in-depth knowledge of X++ and Microsoft Dynamics 365 development<\/a>. If you are struggling with Dynamics AX or D365 development, cont<\/a>a<\/a>ct us<\/a>, and we will connect you with one of our in-house experts.  <\/p>\n\n\n\n

        Read our other topics in our D365 Developer Series: <\/p>\n\n\n\n

        Data Contracts<\/a><\/p>\n\n\n\n

        X++ Chain of Command<\/a><\/p>\n\n\n\n

        SysLastValue in a Single Line<\/a><\/p>\n\n\n\n

        Merging Financial Dimensions in D365 F&O<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

        How to use and configure full-text search functionality\u00a0when\u00a0searching for\u00a0customers, products, and\u00a0prospects within Retail and Commerce.<\/p>\n","protected":false},"author":22,"featured_media":46821,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","_searchwp_excluded":"","footnotes":"","_links_to":"","_links_to_target":""},"categories":[3475],"tags":[3746,3561],"class_list":["post-43272","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-dynamics-365","tag-microsoft"],"acf":[],"yoast_head":"\nD365 Developer Series: Extending Full-Text Search | enVista<\/title>\n<meta name=\"description\" content=\"How to use and configure full-text search functionality\u00a0when\u00a0searching for\u00a0customers, products, and\u00a0prospects within Retail and Commerce.\" \/>\n<meta name=\"robots\" content=\"index, follow, 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