How to search for a lead
Dynamics 365 offers multiple ways to search for leads: global search in the top bar (Ctrl+F3), the Leads view with column filters, and Advanced Find for complex criteria. Each method has a different use case, and mastering all of them takes some learning time.
How to do it in Teeo
“Search for lead John García”
Results appear instantly with all contact information, history, and lead status.
How to search for a lead in Microsoft Dynamics 365: step by step
Requirements
- ·Global search (Ctrl+F3) searches across all entities, not just Leads — it may show contacts or accounts with the same name
- ·Advanced Find allows saving search views for reuse
- ·If there are many leads with similar names, you will need additional filters to find the correct one
Use global search (quick method)
From any screen in Dynamics 365 Sales Hub, press Ctrl+F3 or click the magnifying glass icon in the top navigation bar. Type 'John García' in the search field.
Review global search results
Results will appear categorized by record type (Leads, Contacts, Accounts, etc.). Look in the 'Leads' section and click the correct result to open the record.
Search from the Leads view (alternative method)
If the result is unclear, navigate to 'Leads' in the Sales Hub sidebar menu. You will see the full list of leads.
Use the Leads view filter
In the search bar within the Leads view, type 'John García'. Results will filter in real time showing only leads that match the name.
Use Advanced Find for complex criteria
If you need to search by multiple criteria (name + company + lead status), click the funnel icon in the top bar to open Advanced Find. Define the filters and run the search.
Open the lead record
Once you find lead John García using any of the above methods, click their name to open the full record with all their information, activity history, and current status.
Frequently asked questions
What is the difference between global search and Advanced Find in Dynamics 365?
Global search (Ctrl+F3) is fast but searches across all entities simultaneously. Advanced Find (funnel icon) lets you define multiple specific criteria, filter by custom fields, and save searches as reusable views for the team.
Can I search for leads by phone number or email in Dynamics 365?
Yes. Using Advanced Find you can search by any lead field, including phone and email. Global search also indexes those fields, although results may also include contacts and accounts with the same data.
How can I save a frequent lead search in Dynamics 365?
Use Advanced Find to define the criteria, then click 'Save As' to create a custom view. That view will appear in the view selector of the Leads list and can be shared with your team if you have the necessary permissions.