Search in company data
Important
This content is archived and is not being updated. For the latest documentation, go to What's new and planned for Dynamics 365 Business Central. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
Enabled for | Public preview | General availability |
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Users, automatically | Apr 1, 2023 | - |
Business value
Office workers spend up to 20 percent of their working time searching for information. Finding specific information in a timely manner across different areas of a business management solution often requires tailored queries within its different parts. Because the volume of data constantly increases, it becomes increasingly important to get relevant content fast.
Business Central now lets you search across all data that's relevant for your role, and not just business transactions. The most relevant results show first, which saves valuable time and gives users the opportunity to focus on higher-value tasks.
Feature details
You can start a search from your Role Center or by using the Ctrl+Alt+F shortcut key combination anywhere in Business Central.
To search for data, enter one or more keywords. The search results include the top results in the tables you have access to.
By default, search is scoped to data that's available in the user's Role Center and the tables they can access. However, you can customize the search scope by selecting Show tables to search on the Search in company data page. Limiting the scope can make search results show even faster.
The Show tables to search action opens the Search Setup (Table) List page, where you can pick the tables to search in. By default, only tables relevant for specific roles are selected, but you can browse other tables by using the Show all tables and Filter to selected tables actions.
When you choose a table, the Search Setup (Field) List page opens. You can tailor the search to include fields in the selected table by turning on the Enable search toggle. By default, only indexed code and text type fields, and fields that are used to identify the search result record, are enabled.
Because the number of tables fields that the search includes can impact performance, you can restore the default settings by choosing the Reset to default action on the Search Setup (Table) List and Search Setup (Page) List pages.
Note
The Data Search extension is preinstalled in Business Central. If you prefer to use a third-party app to search your company data, you can uninstall Data Search. On the Extension Management page, search for Data Search, and then choose Uninstall.