Dynamics Multi Entity Search (Global Search) Entity Selection Using C#
While coming up with deployment scripts i was tasked to ensure that the Dynamics Global Search had specific entities selected. By utilizing one the undocumented SDK message i was able to set this data. (list of undocumented messages)
The manual way of updating these settings
1. Navigate to Settings -> Administration -> System Settings
2. Click on the button for Select entities for categories search
3. Add/Remove the entities you want utilizing the selection screen.
How to do it utilizing code:
The manual way of updating these settings
1. Navigate to Settings -> Administration -> System Settings
2. Click on the button for Select entities for categories search
3. Add/Remove the entities you want utilizing the selection screen.
How to do it utilizing code:
var request = new OrganizationRequest("SaveEntityGroupConfiguration"); //create a new QuickFindCofigurationCollection var qfCollection = new QuickFindConfigurationCollection(); //add the entities you want to include in Global Search qfCollection.Add(new QuickFindConfiguration("contact")); qfCollection.Add(new QuickFindConfiguration("incident")); //set the parameters for the request. It took several hours and digging through the //CRM Sdk dlls to find the EntityGroupName for this. request.Parameters["EntityGroupName"] = "Mobile Client Search"; request.Parameters["EntityGroupConfiguration"] = qfCollection; var response = _serviceProxy.Execute(request);
Great post mate, saved a lot of time 🙏
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