How to set up and use AND/OR keywords in PowerSearch

228 views 0 Updated on October 9, 2024


This blog article outlines how to set up and use AND or OR operators in text search fields.

This feature is available for Dynamics 365.
Minimal required PowerSearch version: 2017.12

To activate the new feature, please open your Dynamics 365, navigate to Settings and select PowerSearch in order to open the PowerSearch Config Page. 

Figure 1A : Dynamics 365 Settings > PowerSearch
Figure 1B : Dynamics 365 Settings > PowerSearch (New Look)
In the so opened config page, please navigate to the ❶ [General Settings]-tab. Here you can enable the ❷ new setting “Search Fields Inline Filter”.  You can define own values for your ❸ AND and OR operators. The default values, therefore, are && and || but of course, you can use anything else to personalize your operators. 

Please note that it only works against text/strings attributes inside Dynamics 365. 

PowerSearch - Search Fields Inline Filter
Figure 2:  PowerSearch – Search Fields Inline Filter

 

After saving your setting, you can now use the new functionality. As you can see in the example below, you have the possibility to search after account names which contain “Datum Corp” or “Alpine”. 

 

 

Example: Search Fields Inline Filter
Figure 3:  Example: Search Fields Inline Filter

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com!

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