Pragma Unified Search

  • microsoft dynamics crm customization

MS DYNAMICS CRM UNIFIED SEARCH SOLUTION

Pragma Unified Search is an incredible Microsoft Dynamics CRM add-on that provides the users with the ability of searching through the records across a multitude of entities in a single screen. By eliminating the need of flipping through the diverse entity screens such as cases, opportunities, leads an contacts, it enhances the overall performance and time-efficiency of the search tasks.

Pragma Unified Search Features

  • Pragma Unified Search uses the quick find views for determining the fields to search across
  • The search results are exhibited in a contemporary UI (User Interface)
  • Enables you to search from anywhere in the CRM by using the search icon provided in the global navigation bar
  • The first three fields in the quick find view are displayed in the form of tiles
  • Allows searching through notes and activities as well
  • Enables the users to open the records displayed in the search results
  • Up to 10 activities can be configured for conducting the search task
  • Users can navigate to the searched record by clicking on the tiles
  • Compatible with CRM 2013 and 2015

How It Works?

Faster Searching Across Diverse Record Types

Pragma Unified Search is an incredible tool that facilitates fast searching across the different record types. By simply entering your search criteria in the general navigation search bar, you can perform the search operations. You need not to do anything as the CRM searches the required records for you.

Pragma Unified Search is Flexible and Configurable

By leveraging the fundamental Quick Find views of the particular entities, the Pragma Unified Search uses the existing configurations and the flexibility of the CRM organization.
The Unified Search is configurable in nature and the administrators are provided with the flexibility to choose the entities in order to search by using the Quick Find search fields. The search results proffer a mouse over preview of the searched records.

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