// solutions / Enterprise Search

Universal Searchfor Microsoft Dynamics 365 Business Central

Type what you remember. Universal Search finds the customer, vendor, item or contact even with typos, the wrong word order, missing spaces or only part of a name.

Free

Free on AppSource

Universal Search for Business Central: results across every record type, with a typo-tolerant search for icecream finding Ice Cream Cone

Universal Search at a glance

Publisher
Bitta Apps
Platform
Microsoft Dynamics 365 Business Central online, version 28.0 or later
Price
Free on AppSource
Version
1.0.0.0
Last updated
// before and after

From problem to outcome

The record exists, but search says no results

Standard search expects the text the way it is stored. One typo, a missing space or the words in a different order, and the customer, item or vendor you need does not come up. Universal Search finds it anyway.

You do not know which list to look in

Is it a customer, a contact or a vendor? Universal Search looks across every table your administrator indexes at once and groups the results by table, with a filter chip and match count for each.

You remember how a name sounds, or only part of it

Type a fragment such as maro orp, or a sound-alike spelling such as Carl, and Universal Search still finds Omaroon Corporation or Karl. No wildcards or filter syntax to learn.

// how it works

How it works

  1. Step 1

    Install free from AppSource

    Install Universal Search in Business Central online 28.0 or later, then assign BAA SEARCH ADM to admins and BAA SEARCH to everyone who searches. It adds six starting index rows for items, customers, vendors and contacts.

    Read the chapter: Install and activate
  2. Search Index Configuration with weights, phonetic matching and record filters

    Step 2

    Start indexing

    An administrator chooses Start Indexing, then Process Now to build the index straight away. The six starting rows are enough to begin; add any other Text or Code field of any table later.

    Read the chapter: Configure the index
  3. Universal Search results grouped by table with filter chips and match counts

    Step 3

    Search from Tell Me

    Users open Universal Search from Tell Me and type what they remember. Results arrive ranked and grouped by table; the arrow keys and Enter open the record on its own card.

    Read the chapter: Search day to day
// features

Feature tour

Tolerates typos

In the first word you type, one wrong, missing, extra or swapped letter is tolerated in a word of three or four letters, and two in a word of five or more. Only fields that start with the same letter are checked.

Word order and spacing do not matter

wheel front finds Front Wheel Supplies, and icecream finds Ice Cream Cone.

Universal Search finding Omaroon Corporation from the fragment query maro orp

Fragments and sound-alikes

maro orp finds Omaroon Corporation from two mid-word fragments, and Carl finds Karl through phonetic matching on name fields.

Universal Search results grouped by table with filter chips and match counts

Every indexed table in one box

Results from all indexed tables are ranked together and grouped by table. Filter chips with live match counts narrow the list to one table in a click.

Ranking you control

Each indexed field has a weight from 1 to 10. Exact and starts-with matches score highest, and a per-table cap keeps one large table from burying the rest.

Search Index Configuration with weights, phonetic matching and record filters

Index any table and field

Add any Text or Code field of any table to Search Index Configuration, with optional phonetic matching and a record filter such as WHERE(Blocked=CONST(No)) on items.

Respects table permissions

Tables a user cannot read are left out of both the results and the chip counts, and opening a result checks the read permission again.

Background index, kept current

Changes to indexed tables are queued as they happen, and a job queue entry applies them every minute. Search reads the index, not your live tables.

Runs inside your tenant

Search runs entirely in Business Central, in AL. The app's only outbound call is the optional license activation, made after an administrator consents. Operational telemetry goes to Bitta Apps' Application Insights.

Free, with an optional license

Universal Search is free. Activating registers your environment for a free 50-year license; search works the same whether you activate or not.

// roles

Who it is for

Admin

Installs the app, assigns the two permission sets, starts indexing, chooses which tables and fields are searchable, and keeps the index healthy.

Show the steps for Admin

User

Opens Universal Search from Tell Me, types what they remember, narrows results with filter chips, and opens the record on its own card.

Show the steps for User
// fit

Integrations and requirements

Requirements

  • Business Central online, version 28.0 or later
  • No dependencies on other extensions
  • Editions: Essentials and Premium
  • User interface in English
  • Permission sets: BAA SEARCH (Universal Search - Use) and BAA SEARCH ADM (Universal Search - Admin)
  • Sandboxes: allow HttpClient requests for the app before activating the free license

Integrations

  • Public AL API: codeunit BAA Search API with six methods: two Search overloads, OpenResult, EnsureTableIndexed, RebuildTable and ProcessQueueNow
  • Ten integration events across install, change capture, indexing and search
  • Business Central job queue: one recurring entry, Universal Search background indexing
  • Tell Me and Assisted Setup
// pricing

Pricing

Frequently asked questions

What is Universal Search?

Free global search for Business Central that finds records in the tables you index, even with typos, word order, missing spaces, fragments or sound-alike names.

Is it free? Do I have to activate it?

Free. Activation registers a free 50-year license and is optional: search works the same whether you activate, decline or skip it.

Why does it find nothing after I install it?

Indexing is off after install. An administrator chooses Start Indexing on Universal Search Setup, then Process Now.

Which tables does it search?

Item No., Item Description, Customer No., Customer Name, Vendor Name and Contact Name to start, plus any Text or Code field of any table an administrator adds.

Can developers extend it?

Yes: codeunit BAA Search API with six methods, and ten integration events.

Start the guide

Install, set up and run Universal Search in order, one chapter at a time, with a screenshot for every step.

// more apps

More Business Central apps

// next step

Ready to try Universal Search?