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CRM 2011 - multiple option set field type RRS feed

  • Question

  • I am looking to add a custom field to the case form where the agent can put in tags that describe the case rather than use the subject methodology. I don't see a type that allows for this.  I envision the field acting very similar to the TO box in the email form where you just type and it autofills matches from the option set.  The important thing is you can have more than one.  Any ideas?
    Monday, January 23, 2012 3:14 AM

Answers

All replies

  • Multi-select option is not available out-of-the-box in Dynamics CRM.

    However you can customize the system to replicate a similar behaviour. Please check the following blog http://030bacf.netsolhost.com/WordPress/?p=795

    HTH

    Sam


    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    Monday, January 23, 2012 3:55 AM
  • Thanks for the reply.  It appears as if this is a list of checkboxes.  I am going to likely have a small database of keywords that they can select just by arbitrarily typing in a field.  Again, thinking about tags similar to any forum.
    Monday, January 23, 2012 3:58 AM
  • In that case, i guess you will need to create a custom UI say a silverlight app that lets them select the options, you could need store this in CRM like a comma seperated string or similar...

    HTH

    Sam


    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    Monday, January 23, 2012 4:02 AM
  • Good idea on the comma delimited string. I suppose it really doesn't matter.  Subjects are supposed to fill this need I think but they are cumbersome to manage and don't tell the full story of a case.

    Monday, January 23, 2012 4:32 AM
  • Please refer to this article

    http://mscrmmindfire.wordpress.com/2013/05/01/crm-2011-multi-pick-list/

    Thursday, May 2, 2013 8:41 AM