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CRM Entity>Field> "Option Set" vs "LookUp" Question and regarding Form RRS feed

  • Question

  • I new still figuring CRM out..

    But I have a New Entity that I created and created the fields to use.

    I have one field "Product" and I have this field set as a "LookUp" linked to the "Product table".  With that said,

    when I add the Field to my form, I know that there might be a case where someone will have to select Multiple Products how do I make this field one that you can select Multiple Products that are in the product table without having to change the Field type to Option Set?  Our Product list could grow and don't want to have to keep going back to field to add more entries in the drop down when I have the products already loaded in the product table.

    What part am I missing or can this be done?  I'm sure it can't I just don't know how to do it.

    Thursday, February 23, 2017 6:39 PM

Answers

  • Dynamics CRM doesn't allow you to have multi-select fields currently. If it was a lookup or an option set, you can still only select a single value for either type of field.

    If you wanted to mimic a multi-select field, the way you'd have to do this in Dynamics CRM is to create a N:N relationship between the two entities (New Entity and Product in your scenario).  The drawback is that this wouldn't appear as a field on the form, but instead would appear as a list/grid where you could add multiple Products to your New Entity.

    • Proposed as answer by Pete Majer Thursday, February 23, 2017 7:15 PM
    • Unproposed as answer by Pete Majer Friday, February 24, 2017 3:16 PM
    • Proposed as answer by Pete Majer Friday, February 24, 2017 3:16 PM
    • Marked as answer by RobinRK Friday, February 24, 2017 6:44 PM
    Thursday, February 23, 2017 7:15 PM