Dynamics 365 - Multiple Options to Pick From
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Published by Michael Springer, on Thursday, August 10, 2017

With the July 2017 update for Dynamics 365, Microsoft finally introduces a feature that has long been the source of multiple workarounds– everything from custom code to multiple checkboxes to custom entity lookups. All of these were clunky and made reporting difficult.

The feature I’m referring to is the multiple option pick list (or option set or drop down if you prefer). The ability to select multiple values from one field has numerous business cases. What about if one individual has multiple decision making roles in a sales pursuit? How about an event that covers more than one topic? Contacts that you want to include in a workflow? The list gets long quickly.

The new feature makes itself available as a new type of attribute right below the standard option set. You can assign up to 150 values to one and even leverage existing global option sets if you’ve already created them. They can be added to forms and views in all the regular capacities that any other attribute can and are supported in queries for advanced find and FetchXML.

Multi-Select Picklist Image

User experience on a form

The values render as continuous text separated by semi-colons in views.

 

All-in-all, this is one of the most simple, but valuable, feature enhancements to come around in the long history of Dynamics releases. When available, it will send a lot of CRM customizers and admins back to the keyboard to re-architect bloated work around solutions that have been in place up until now.

If you’re looking for new or creative ways to leverage the latest feature enhancements to Dynamics 365 for Sales and Service, contact PSC to collaborate.



Categories: Customization,CRM,Dynamics,microsoft,option set,picklist,PSC,PSC Group

Original Post: https://mikespringer.wordpress.com/2017/08/08/multiple-options-to-pick-from/