CRM 4.0: Display Active and Inactive Records in a View

Microsoft CRM 4.0 does not allow you to view inactive records in views like the associated or quick find views. However with the removal of three lines in the xml, you can accomplish this.

Modifying the Quick Find for the Lead Entity to show both Active and Inactive Records

1. Export the entity customization that you want to modifiy.

2. Before modifying the customization, create a backup of the xml file, in case an error occurs when trying to import.

3. Below is the code for a lead. Find the savequery tag with a description containing "Quick Find". This is not the entire lead xml; I'm only showing the quick find saved query portion. The section outlined in red should be removed and the section outlined in green should be changed.

click image to enlarge


4. Import the customization, publish the entity, and test.