Sonoma Partners Releases Universal Search for Microsoft Dynamics CRM

Share Article

Top Microsoft partner enhances CRM search functionality with free add-on tool.

News Image
We developed Universal Search to create a convenient way for Microsoft Dynamics CRM users to greatly streamline the experience of searching for records, even if they don’t know what type of record it is.

Sonoma Partners, a leading Microsoft Dynamics CRM consultancy with expertise in enterprise mobility, announced today the release of Universal Search, a free add-on tool for Dynamics CRM that provides enhanced search functionality and increased productivity.

Universal Search allows Microsoft Dynamics CRM 2011 users to view search results from multiple entities by executing a single search. Without this tool, Microsoft Dynamics CRM users have been limited to searching from within one entity at a time. With Universal Search, fields can be returned across multiple entities, including accounts, leads and opportunities.

With Universal Search, Microsoft Dynamics CRM administrators can configure which entities are searched, which attributes to search by and what information is displayed. The tool is conveniently located in the ribbon of Microsoft Dynamics 2011 and is available to users at any time within the system.

“We developed Universal Search to create a convenient way for Microsoft Dynamics CRM users to greatly streamline the experience of searching for records, even if they don’t know what type of record it is,” said Mike Snyder, principal of Sonoma Partners. “With this free add-on, we hope to enable Dynamics CRM users to utilize their on-premise or online deployment to the fullest.”

Universal Search from Sonoma Partners is available for Microsoft Dynamics 2011 on-premise and online deployments. To see Universal Search in action, watch the demo video on YouTube or visit the Sonoma Partners website.

About Sonoma Partners
Chicago-based Sonoma Partners provides technology and business process consulting services to enterprise and mid-sized companies, with a focus on Microsoft Dynamics CRM and enterprise mobility solutions. Founded in 2001, the company has worked exclusively with Microsoft Dynamics CRM since the Beta release of version 1.0. Microsoft twice awarded Sonoma Partners as the Global Microsoft CRM Partner of the Year. The company’s unmatched expertise in Microsoft Dynamics CRM offers a rapid path to value and return on investment. Sonoma Partners has extensive experience in several vertical industries, with a particular focus on professional services. In March 2012, Sonoma Partners announced the development of the first-ever Windows 8 tablet app for the enterprise. To learn more, visit http://www.SonomaPartners.com.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Jackie Lampugnano
Walker Sands Communications
312-546-4127
Email >
Visit website