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Need "multi value pick list" for Dynamics CRM 2011 Online Edition RRS feed

  • Question

  • We are currenting running a 3rd party CRM solution, and becuase of product issues we're evaluating Dynamics CRM 2011, this is the online version as opposed to a hosted solution.

    The problem I have is this....

    Our current CRM product uses multi value pick list, now when I try to import this data into Dynamics, anything using a multi value pick list fails to import.

    After research I know there is no out of the box multi value pick list in Dynamics....and people suggest using custom code to recreate similar functionality.

    Firstly, I think its crazy that Dynamics doesnt already have this functionality.  It seems obvious that people need this functionality and I was very surprised to see it missing.

    Secondly, can anyone suggest how I can add this functionality myself, as we are using the online version, will I be able to customise it to add the multi value pick list data?

    I am not a developer, so would need baby steps on how I can do this... so far I have found several articles, for example: http://jianwang.blogspot.com/2009/01/crm-40-checkbox-style-multi-select.html

     

    Thursday, August 4, 2011 1:41 PM

Answers

  • Consider spliting out the values of your multi-select picklist into separate bit fields, with each value in a given field. Then arrange them on the form in the style of a multi-value picklist (one on top of the other, with the labels to the left, right-justified).

    The second solution is to create a Custom entity for these fields with a M:M or M:1 relationship to the parent Entity. You can expose the view in the form, allowing the users to use a lookup control to add existing values.

    Solutions I've come across to add the multi-value function to a picklst use a regular picklist and then a nvarchar field to store the value with a comma delimiter. This is difficult to work with when it comes time to report on them or when the user tries to write advanced Find queries to against these fields.

    I recommend using separate bit fields.


    --Dodd
    Thursday, August 4, 2011 2:20 PM
  • Here is an article of how to do multi-select picklists in CRM 2011: http://030bacf.netsolhost.com/WordPress/?cat=7

    If you want to keep it simple and not use developers then you can stick to Dodd's suggestion of using multiple bit fields


    Gonzalo | gonzaloruizcrm.blogspot.com

    Thursday, August 4, 2011 2:50 PM
    Moderator
  • Yes, if you are using jscript on forms or .Net plugins, these should work exactly the same as the on premise version.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet http://www.twitter.com/leontribe


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Thursday, August 4, 2011 4:01 PM
  • Correct, there is no limitations for CRM Online on this regard.

    Gonzalo | gonzaloruizcrm.blogspot.com

    Thursday, August 4, 2011 4:20 PM
    Moderator

All replies

  • Consider spliting out the values of your multi-select picklist into separate bit fields, with each value in a given field. Then arrange them on the form in the style of a multi-value picklist (one on top of the other, with the labels to the left, right-justified).

    The second solution is to create a Custom entity for these fields with a M:M or M:1 relationship to the parent Entity. You can expose the view in the form, allowing the users to use a lookup control to add existing values.

    Solutions I've come across to add the multi-value function to a picklst use a regular picklist and then a nvarchar field to store the value with a comma delimiter. This is difficult to work with when it comes time to report on them or when the user tries to write advanced Find queries to against these fields.

    I recommend using separate bit fields.


    --Dodd
    Thursday, August 4, 2011 2:20 PM
  • Here is an article of how to do multi-select picklists in CRM 2011: http://030bacf.netsolhost.com/WordPress/?cat=7

    If you want to keep it simple and not use developers then you can stick to Dodd's suggestion of using multiple bit fields


    Gonzalo | gonzaloruizcrm.blogspot.com

    Thursday, August 4, 2011 2:50 PM
    Moderator
  • Thanks for the information, I will look into these!

     I can assume then that the online version will not limit the customisations?  Is this correct?

    Thursday, August 4, 2011 3:34 PM
  • Yes, if you are using jscript on forms or .Net plugins, these should work exactly the same as the on premise version.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet http://www.twitter.com/leontribe


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Thursday, August 4, 2011 4:01 PM
  • Correct, there is no limitations for CRM Online on this regard.

    Gonzalo | gonzaloruizcrm.blogspot.com

    Thursday, August 4, 2011 4:20 PM
    Moderator
  • My current employer uses MS CRM.  I have a Salesforce.com background.

    As a ***non-programmer*** Salesforce.com Admin familiar with using the GUI to develop and create custom objects(entities), reports (views), workflows and custom fields using complex formulas and cases - I've been wrapping my head around how to get the things done in CRM that I know how to do in SF.com

    I'm shocked MS CRM has neglected multi-select picklists out of the box and that all this duchebagery is required for a simple function that Salesforce.com has had for years.  If MS CRM is serious about being on Salesforce.com's playing field this is a *must* have.  I do not have the time to waste building custom Entities for each multi-select picklist field... a FIELD.  Nor do I want to overwhelm my users with ridiculous page layouts.  Seriously... I can do multi-select fields in MS Access for Pascal's sake.

    Achieving successful adoption requires a simple and easy interface for the user - and the ability for the admin to easily create customizations that Stop the user from accessing tools outside of the CRM; and Start them relying *Solely* on CRM.

     

    Friday, September 30, 2011 1:15 PM
  • I understand your frustration, but ultimately, multiple bit fields is the way most people go. If you dig into MS Access (which, itself, didn't release multi-value fields till MS Access 2007), the control is just a control. On the back end, the values are split out into bit fields.

    I can't speak to how this works in SF.com.

    As I mentioned before, the problem I see in using one of the unsupported methods of rendering a faux-multi-value option set is that these values are typically stored in a memo field. This will make it difficult to use the Advanced Find to query the data in this field, since there's no way to use the "In" operator against the list of string values (though you could use it in an SRS report). With bit fields, querying through the Advanced Find UI offers no such issues.

    And besides, you may hate having to take the extra 10 minutes to set up the section layout and switch all those bit fields into checkboxes, but to the user it's all the same. All they do is click their mouse on a bunch of checkboxes (or Tab + Space). In fact, you save them 1 click by the fact that they don't have to click the Multi-Value control's arrow to expose the option set therein.

    Not that I'd be against CRM working in a multi-select control, I'm just telling you how it is currently and the best way to work around it.


    --Dodd
    Tuesday, October 4, 2011 5:25 PM
  • How can we import data into multi select picklist and lookup, please let me know if you know answer, it will help me.


    Thanks in Advance Siva

    Saturday, August 18, 2012 2:20 PM
  • Hi,

    I was in the same position 6 months back, and was surprised to see this facility missing in Microsoft Dynamics CRM 2011. Our service provider's suggestion was to use option boxes, which is good if your requirement is small, in our case we have 8 fields that require multi select and around 10 options for each field, which resulted in atleast 64 options scattered on your screen. So I have developed   a java script with detailed explanation, which doesn't require any coding experience, dowload the code and follow the 5 steps and your solution is done.  Visit http://aroopv.blogspot.com.au/ 

    or

    http://aroopv.wordpress.com/2012/10/10/crm2011/

    also uploaded in msdn samples.

    See if its useful for your requirement.

    Regards

    Aroop

    aroopv@gmail.com

    Monday, October 15, 2012 12:56 AM
  • Please refer to this article

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

    Thursday, May 2, 2013 8:38 AM