Dynamics 365 CE Multi Select Option Sets

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Multi Select Option Sets were introduced in version 9.0 of Microsoft Dynamics 365 CRM. This field allow a user to select multiple options without having to use JavaScript or create a N:N relationship among entities. These options can be created by the user or come from pre-existing global option sets.D365CE Multi Select Option Sets

D365CE Multi Select Option Sets

One of the things you can do with a Multi Select Option Set is use it in an Advanced Find. You can filter based on one or more of the values in the list. You can also add a Multi Select Option Set field to both system and personal views, as well as use it as a filter column. These fields can also be mapped between entities all long as both fields are the same type (Multi Select Option Set).D365CE Multi Select Option Sets

D365CE Multi Select Option Sets are a great new capability, however there are still a variety of limitations on Multiple Select Option Sets. For starters, they cannot be used in a business rule as a condition or as an update, the field won’t even appear in the list. The only way to apply business rule functions to a Multi Select field is to use JavaScript.

Multi Select Option Sets are also limited when it comes to Workflows. These fields cannot be selected in a condition nor modified in an update record step. The field won’t even appear on the update record form. However, the field can still be selected as a trigger for the workflow.

Multi Select Options Sets also have limitations when it comes to imports. You can import values to the field only if it is an update on existing records. So, if the field is added to the Opportunity form/view, the view can be exported, and values added to the column and then imported back in. However, values cannot be added to the field for new records being imported.

Have any questions about D365CE Multi Select Option Sets or anything else about Dynamics 365 CE? Please contact us at any time!

This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.

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