Kevin DePree

Kevin DePree is the CRM Practice Lead at Rand Group, with over 24 years’ experience leading global ERP and CRM projects and teams. Kevin has a unique background in both business management and IT systems consulting and sales, which allows him to provide a holistic understanding of how different systems and processes work together. He is able to paint the big picture for clients, enabling them to completely transform their operations with fully optimized technology solutions that meet their business needs.

Recent Posts

Good, Bad and Ugly of Microsoft Dynamics CRM Multi Select Option Sets

By Kevin DePree on Apr 17, 2018 4:27:01 PM


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.

Topics: Dynamics CRM
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