ActivePrime Search Help: Microsoft Dynamics
Launching ActivePrime Search
ActivePrime Search is a real-time CRM search solution that is embedded in Microsoft Dynamics. ActivePrime Search utilizes the powerful Fuzzy matching algorithms that ActivePrime's tools are known for. ActivePrime Search easily identifies nicknames, misspellings, phonetic variations, international characters, and searches within a field, allowing for a more intuitive and efficient search for your Accounts, Contacts, and Leads.
ActivePrime Search can be found in the top menu. Simply enter your search terms, select the type of records to search for (Account, Contact, or Lead), and click Search!
Using ActivePrime Search
When you search for records, ActivePrime Search will perform a comprehensive, intelligent search of Microsoft Dynamics for potential matches.
Searching for Records
To search for your records, simply enter your search terms, select the type of records to search for (Account, Contact, or Lead), and click Search!
You can type in a variation of the term for the search field, the full term, or a portion of the term. ActivePrime Search uses inexact or fuzzy matching to identify potential duplicates within records. Please note that search terms with less than three characters may return undesirably broad results.
Understanding Your Results
ActivePrime Search will search your records for matches and the results will be displayed on screen. Each search result will have a match score indicating how close of a match it is to your original search term. You can sort the matches by clicking on any column header in the results.
Click View next to any record to see detailed information. You can click Go Back to return to the search results list.When you have identified your target record, click Use to open its detail page in Microsoft Dynamics. From here you can review or update the existing record.
If you are not satisfied with your search results, you can modify your search terms and search again. You may also refine your search results by adding search terms for any of the fields listed on screen.
The Microsoft Dynamics account administrator is responsible for maintaining your ActivePrime Search account options. Administrators can enable ActivePrime Search setup, manage users, and configure settings.
User management options can be accessed by clicking About at the top of the ActivePrime Search window, and then clicking Manage Users. Your Microsoft Dynamics account administrator is responsible for maintaining your ActivePrime Search account options.
This page allows you to manage the Microsoft Dynamics users who are able to use ActivePrime Search. To enable a user, check the AP Enabled box next to that user's name. To disable a user, uncheck this box. You can add additional Admin users by checking the AP Admin box. You can only enable as many ActivePrime Search users as the number of ActivePrime Search licenses you have in your subscription.
Any new users of your Microsoft Dynamics account will appear on this list and can be enabled at any time, provided that you have enough user licenses enabled.
For long lists of users, you may need to search for users. You can use the column filters to search for users. Enter your filter criteria and click Apply Filter to refine the list of users on display. You can also press Ctrl+F to find users.
Above CRM Status, you can select for active, inactive, or all users.
Role, Region, and Sub-Region have case-insensitive search fields. For example, enter "admin" above Role to search for your company's Administrators.
After updating users, you must click Save to save your changes. Clicking Apply Filter to search for users will discard any unsaved changes on screen.
Administrators can configure ActivePrime Search settings by clicking About at the top of the ActivePrime Search window, and then clicking Configure. The Microsoft Dynamics account administrator is responsible for maintaining ActivePrime Search settings and configurations./p>
The Main tab allows you to configure overall ActivePrime Search settings. Use this tab to update the Microsoft Dynamics administrator's user account information. If the password or username for the adminstrator's account changes, please update it here so that ActivePrime Search can continue accessing your data. On this tab, you can also set the Display Limit for how many search results will be displayed on screen. The Everyone Can View Details checkbox controls whether non-admin ActivePrime Search users can view detailed information for the records owned by other users. Be sure to Save any changes made on this tab.
The Account, Contact, and Lead tabs allow you to configure the ActivePrime Search display settings for Accounts, Contacts, and Leads. You can add, remove, and reorder the Search Fields and Results View List fields that are displayed in ActivePrime Search. You can also choose which fields are required search fields for each entity. The Detail View fields can be fully customized on this tab, including fields displayed, position, and header information. Finally, you can also Map the Database Field names to Display Labels on this tab by selecting a field and customizing the display label for the field. Be sure to Save any changes made on this tab.
**Please note that if Search Fields are changed, CleanEnter and ActivePrime Search will be unavailable while re-indexing. Please only make changes during off hours.
Frequently Asked Questions
Visit the ActivePrime Search FAQs for answers to your questions about CleanEnter. For further assistance, visit our Support Portal at www.activeprime.com/support/.
Interested in more data quality solutions?
Interested in more data quality solutions? ActivePrime has developed an array of complementary tools including ActivePrime Search, CleanEnter, CleanCRM, CleanCSV, and CleanImport that are embedded in Microsoft Dynamics. ActivePrime Search is a real-time, fuzzy, CRM search solution. CleanEnter is a real-time duplicate detection service. CleanCRM is a batch data de-duping tool. CleanCSV dedupes CSV files of records. CleanImport dedupes CSV files against your CRM records and imports them.
Last Revision: 28/12/2018