Using Quick Find and Global Search options

How to search through records

There are two main ways of searching through records, namely using the Quick Find and Global Search approaches.

To perform a quick find
 

As the term implies, the Quick Find feature allows for searches to be carried out against records within a specific table (eg, clients, accounts, leads, etc) whenever the Quick Find
field is displayed, as outlined below:

1. Wherever available when a table is selected in the left navigation pane, enter the desired search term (eg, name, phone number, email address, etc) in the Quick Find field (see
step 1 below) and then press Enter to return results based on records in relevant table. For example, the search will be executed against the contacts table as Contacts is
selected in the left navigation pane, as shown below:

To perform a global search

Global Search feature is part of Microsoft’s efforts to standardise the search functionality across its entire 365 family of products, as outlined here.
Contrary to the Quick Find feature (which is restricted to a specific table), the Global Search will return results across all modules (eg, contacts, opportunities, leads, accounts,
messages, etc) set up within CRM, as outlined below:
1. Enter the desired search term (eg, name, phone number, email address, etc) in the Search field located in the header bar (see step 1 below) and then press Enter to return
results found in all tables within CRM.