Using Hierarchical Search Names to Dominate Product Lookup in Dynamics 365

At the Waterdeep Trading Company, efficiency is the difference between a satisfied customer and a fireball in the storeroom. One of the simplest but most powerful tools we’ve implemented in Dynamics 365 to streamline inventory lookup is the Search name field — and we’re not just typing in product names. We’ve turned it into a structured hierarchy system that lets us search smarter, not harder.

What Is the “Search Name”?

In Dynamics 365, the Search name is a simplified identifier that helps...