In this blog, we highlight a lesson learned when we used a Dynamics 365 Customer Engagement online data source connector, called Instance Web API, for Power BI reports.
PowerFind allows people to be effortlessly found across multiple entities in Microsoft Dynamics CRM: Accounts, Contacts, Leads, and Campaign Responses. With an easily configurable reading pane, important information is available for each entity on a single screen.
Not only does PowerFind search across multiple entities, it searches from the beginning of the field but from within the field as well. This is especially helpful when searching for a phone number. PowerFind can search phone numbers regardless of the format they have been given. This is extremely valuable as not all users will enter in data the same.
1. Navigate to PowerPack.
2. Navigate to PowerFind.
3. Type the desired text in the Search Bar. In this example, 612 is being searched for across Accounts, Contacts, Leads, and Campaign Responses. PowerFind searched the phone number as if there was no format or will search within the fields configured for each entity. Make sure that all phone number related fields that you would like to have searchable are on the configured reading pane.
Thanks for your interest in PowerFind. Should you have any questions, contact us at 612-339-3355 or email firstname.lastname@example.org. Remember, your trial will expire 30 days from the date of installation. If you are interested in subscribing, go back to the configuration screen and change "try" to "subscribe" and enter your credit card information – you will be charged $1/CRM user/month.