In 2017, Microsoft released an update for Dynamics 365 for Sales (previously Dynamics CRM) that brought to life one of the most awaited features: Multi Select Option Sets (MSOS). Hearing about this update still fills me with excitement – at the time, it sounded almost too good to be true. Let me explain: previously, the out-of-box Option Set field type in Dynamics CRM only allowed users to select one option from a pick list. This was restricting, and many times clients had requested that the Option Set field have multi select capabilities. To configure multi select functionality, we would have to create a custom entity just for this field, add all of the options as records, and then utilize lookup fields and sub-grids to display multiple options. Otherwise, we would have to create multiple fields to allow users to pick more than one option. Setting these up took more time than it should and sometimes didn’t always meet our clients’ desires.
Subscribe to Email Updates
Every year, NetSuite reveals new versions of its business management suite. As a cloud-based solution, upgrading to the new version is easily and quickly managed, with no lengthy data migrations or software installations needed.