Thursday, September 13, 2018

Multi-Select Option Set in MS CRM




Finally, Microsoft has introduced a most awaited feature in Dynamics CRM 365 (Version 9) which provides ability to user to select multiple options from the drop down i.e. Multi-select Option Set.

While working with these type of requirement in previous versions of the MS CRM we have to achieve using customization. But now it is the part of out of the box functionalities.

Below are few points about the Multi Select OptionSets-
  • Multi-select Option Sets are a new attribute type
  • They are available on the Unified Interface as well as the Web Client
  • They are available for Main Forms, Quick Create Forms, and Quick View Forms.
  • They are not supported on legacy forms (i.e. mobile form)
  • They support all client APIs such as set attributes and controls, and will return an array instead of a single value.
So let’s understand here how we can use Multi select option in new version-
  1. Open your Form Designer
  2. Create a New Field
  3.  Provide the required details like Display Name and Name of the field as well as Field Requirement.
  4. Now to make it Multi Select, select the Data Type as “Multi Select Option Set
  5. Then add the appropriate options with proper label in the Option area as shown in below screen shot, here I have added options as provided document type like, Driving License, Phone bill etc. After filling all information click on Save and Close. 





Add the respective field on your form and that’s it, now you will able be able to use the Multi select Option set field , see below picture where I have selected multiple value from the drop down.



You can also add the column in a system view and it will show the values in view as shown in below format-



With the below URL you can find the more information like how we can deal pro-grammatically with the Multi-Select Option Set-


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