Article ID: 2602016 - View products that this article applies to.
Consider this scenario:
There is a field (attribute) which has display name fully or partially matching with real life name of person. You have added records for this entity with names fully or partially matching with above field display name. When you search in CRM for Outlook using the Quick Find by keywords that fully or partially matches with field display names, search results shows all records.
Use search syntax like Outlook
Instead of searching for simply Erickson, or Erick, use [Last Name]:Erick* or [Last Name]:Erickson
Instead of searching for simply Alan, use [First Name]:Alan
You can even use syntax like this example to make : [Last Name]:Erick* OR [First Name]:Gail and you would get contacts with last name that contains Erick and contacts with first name that contains Gail.
Change display name on the field to be somewhat unique which is not likely to be part of search terms
Dynamics CRM 2011 Update Rollup 12 and beyond change this functionality so that the quick find in the CRM client for Outlook and the CRM web client search using similar logic. Update Rollup 12 and beyond will result in the CRM client for Outlook to use the defined quick find view when performing a quick find search rather than searching within the results of the current view.
(http://go.microsoft.com/fwlink/?LinkId=151500)for other considerations.
Article ID: 2602016 - Last Review: September 6, 2013 - Revision: 7.0
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