Skip to content
PHN CRM Help Centre Instant Search
Type to start searching
    • Home
    • FAQ
    • Training
    • Dynamics 365 App for Outlook
      • Overview
      • GP Profile
      • EwR (Risk) Framework
      • Asset Register
      • Controlled Documents Register
      • Legislation
      • Data Dictionary
      • Instant Search
      • Geography
      • Account
      • Activity Category
      • Agreement
      • Appointment
      • Call
      • Contact
      • Contact Role
      • Contact Role Type
      • Controlled Document
      • CPRA
      • Definition
      • Device
      • Device Allocation
      • Email
      • EULA
      • Geographical (e.g. LGA)
      • Legislation
      • Legislative Body
      • Marketing List
      • Risk
      • Risk Action
      • Software
      • Software License
      • Software Allocation
      • Task
      • User
      • Auditing
      • Duplicate Detection
      • Security & Permissions
      • Timezones
    • Customization
    • Roadmap
    • Changelog

    Instant Search¶

    You can get to Instant Search in the 'Community' Area, or from anywhere you can click the CRM logo (top-left):

    • More user-friendly that the built-in search features.
    • Search for records in CRM.
    • Shows results as you type.
    • Includes entities such as Accounts, Contacts, Users, Risks, Controlled Documents, Legislation, Software, Devices, etc.

    Demonstration:

    Previous Data Dictionary
    Next Geography
    powered by MkDocs and Material for MkDocs