SYS-CON MEDIA Authors: Zakia Bouachraoui, Liz McMillan, Carmen Gonzalez, Roger Strukhoff, David Linthicum

Blog Feed Post

Dynamics CRM 2013 – Feature Dive – Multi Select Option List

Forceworks Dynamics CRM 2013 – Feature Dive – Multi Select Option List

So you probably found this post as a result of a search for “Microsoft Dynamics CRM Multi Select Option List”, or something similar. Well, I have bad news and good news. This feature is still not a part of the 2013 release, but there is a workaround. No, not that Javascript hack that you found in all the other search results, that’s just gonna break on upgrade. No, its not that Dialog Box trick that seems like a goofy, non-intuitive way to do it. There is a fairly simple way to do this, that is intuitive, and does not use any foreign code that might break later.

Recently we were tasked with a migration from Salesforce.com to Dynamics CRM Online. Migrations can be challenging for a lot of reasons, but one of them is the fact that Salesforce.com has a multi-select “Picklist” field type. Microsoft’s “Option List” does not have a multi-select capability. But we had to migrate this multi select field over so we had to figure it out. The Javascript hack that is out there would not work for two reasons, first I do not condone “un-supported” methods and I know it will eventually break, and also we could not map to it properly even if we wanted to use it. Instead we used some in-built functionality that you can see yourself if you look at the Opportunities form. In the default installation, on the right hand side is a box called “Competitors”.  This is simply a related lookup of another entity, but allows for the selection and display of multiple competitors. Many of you by now have figured out my “Super Secret” solution. But for the rest of you, here is how it is done:

Two steps: Create a new entity and populate it with your options and add the relationship to the entity you need, then display it on the form where you want it. Let’s take it step by step. Note, I will be showing this in the new CRM 2013 Online, but the same method will work in 2011 or on-premise deployments.

Step One

The first step is to create an entity for your list. You must have the System Administrator or System Customizer role to perform this task.

1. Go to Settings/Customize/Customize the System, click on Entities and then New and you will be presented with the dialog below. Create a display name and a plural name for this “list” and tick the “Settings” area to display so you can access this later for adding items, then click Save and the dialog box will refresh.

1

Now click “Fields” in the left sidebar and scroll down to “new name” and double-click it. New entities are created with a default name, this step is optional but it makes sense to use a relevant name

2

Edit the Display Name label to whatever your list items are called and Save and Close.
3

Back in the Entity Dialog click “N:N Relationships” in the sidebar and click New. Select the entity you want this list to appear in, (I chose Opportunities ) and Save and Close. (Note you can add additional N:N relationships to use this list in other entities, like a global list)

6

Click Save and Close, and Publish all Customizations

Step Two

Go back to, in my case, the Opportunities entity, click Forms and double-click the Default Opportunity form, or whichever form you want to add the list to:

5

In the form designer, click in the form block where you want the list to appear, then on the Insert tab click to add a Sub-Grid.

8

Create a name, a label, select the list entity, uncheck chart and click Set, Save and Publish

9

Here you can see the block was added to the form, as you may know you can resize and drag this anywhere you want.

13

Now let’s take a look at our completed Opportunity Form. You can click the image to enlarge.

15

12Clicking the “+” gives you not only the option to select multiple items that you created earlier in the list, but you can also add new items on the fly which will then be a part of this list.

Summary

In my opinion this is much more powerful than a simple multi-select list as each item in the list can be clicked to take you to that item’s information. While I only created an item name, I could have added more fields to the item entity to provide whatever additional information I wanted.

The best thing about this method is that it is “future-proof”, we have not introduced any third-party or foreign code so this will upgrade seamlessly.

In our Salesforce migration we were even able to map a Salesforce.com picklist to this related list lookup with no issues.

Feel free to give me your thoughts on this method in the comments below.

Read the original blog entry...

Latest Stories
Moroccanoil®, the global leader in oil-infused beauty, is thrilled to announce the NEW Moroccanoil Color Depositing Masks, a collection of dual-benefit hair masks that deposit pure pigments while providing the treatment benefits of a deep conditioning mask. The collection consists of seven curated shades for commitment-free, beautifully-colored hair that looks and feels healthy.
The textured-hair category is inarguably the hottest in the haircare space today. This has been driven by the proliferation of founder brands started by curly and coily consumers and savvy consumers who increasingly want products specifically for their texture type. This trend is underscored by the latest insights from NaturallyCurly's 2018 TextureTrends report, released today. According to the 2018 TextureTrends Report, more than 80 percent of women with curly and coily hair say they purcha...
The textured-hair category is inarguably the hottest in the haircare space today. This has been driven by the proliferation of founder brands started by curly and coily consumers and savvy consumers who increasingly want products specifically for their texture type. This trend is underscored by the latest insights from NaturallyCurly's 2018 TextureTrends report, released today. According to the 2018 TextureTrends Report, more than 80 percent of women with curly and coily hair say they purcha...
We all love the many benefits of natural plant oils, used as a deap treatment before shampooing, at home or at the beach, but is there an all-in-one solution for everyday intensive nutrition and modern styling?I am passionate about the benefits of natural extracts with tried-and-tested results, which I have used to develop my own brand (lemon for its acid ph, wheat germ for its fortifying action…). I wanted a product which combined caring and styling effects, and which could be used after shampo...
The precious oil is extracted from the seeds of prickly pear cactus plant. After taking out the seeds from the fruits, they are adequately dried and then cold pressed to obtain the oil. Indeed, the prickly seed oil is quite expensive. Well, that is understandable when you consider the fact that the seeds are really tiny and each seed contain only about 5% of oil in it at most, plus the seeds are usually handpicked from the fruits. This means it will take tons of these seeds to produce just one b...
Steaz, the nation's top-selling organic and fair trade green-tea-based beverage company, announces its 2017 "Mind. Body. Soul." tour, which will bring authentic experiences inspired by the brand's signature Mind. Body. Soul. tagline to life across the country. The tour will inform, educate, inspire and entertain through events, digital activations and partner-curated experiences developed to support the three pillars of complete health and wellness.
The platform combines the strengths of Singtel's extensive, intelligent network capabilities with Microsoft's cloud expertise to create a unique solution that sets new standards for IoT applications," said Mr Diomedes Kastanis, Head of IoT at Singtel. "Our solution provides speed, transparency and flexibility, paving the way for a more pervasive use of IoT to accelerate enterprises' digitalisation efforts. AI-powered intelligent connectivity over Microsoft Azure will be the fastest connected pat...
There are many examples of disruption in consumer space – Uber disrupting the cab industry, Airbnb disrupting the hospitality industry and so on; but have you wondered who is disrupting support and operations? AISERA helps make businesses and customers successful by offering consumer-like user experience for support and operations. We have built the world’s first AI-driven IT / HR / Cloud / Customer Support and Operations solution.
ScaleMP is presenting at CloudEXPO 2019, held June 24-26 in Santa Clara, and we’d love to see you there. At the conference, we’ll demonstrate how ScaleMP is solving one of the most vexing challenges for cloud — memory cost and limit of scale — and how our innovative vSMP MemoryONE solution provides affordable larger server memory for the private and public cloud. Please visit us at Booth No. 519 to connect with our experts and learn more about vSMP MemoryONE and how it is already serving some of...
Darktrace is the world's leading AI company for cyber security. Created by mathematicians from the University of Cambridge, Darktrace's Enterprise Immune System is the first non-consumer application of machine learning to work at scale, across all network types, from physical, virtualized, and cloud, through to IoT and industrial control systems. Installed as a self-configuring cyber defense platform, Darktrace continuously learns what is ‘normal' for all devices and users, updating its understa...
Codete accelerates their clients growth through technological expertise and experience. Codite team works with organizations to meet the challenges that digitalization presents. Their clients include digital start-ups as well as established enterprises in the IT industry. To stay competitive in a highly innovative IT industry, strong R&D departments and bold spin-off initiatives is a must. Codete Data Science and Software Architects teams help corporate clients to stay up to date with the mod...
As you know, enterprise IT conversation over the past year have often centered upon the open-source Kubernetes container orchestration system. In fact, Kubernetes has emerged as the key technology -- and even primary platform -- of cloud migrations for a wide variety of organizations. Kubernetes is critical to forward-looking enterprises that continue to push their IT infrastructures toward maximum functionality, scalability, and flexibility. As they do so, IT professionals are also embr...
Platform9, the leader in SaaS-managed hybrid cloud, has announced it will present five sessions at four upcoming industry conferences in June: BCS in London, DevOpsCon in Berlin, HPE Discover and Cloud Computing Expo 2019.
At CloudEXPO Silicon Valley, June 24-26, 2019, Digital Transformation (DX) is a major focus with expanded DevOpsSUMMIT and FinTechEXPO programs within the DXWorldEXPO agenda. Successful transformation requires a laser focus on being data-driven and on using all the tools available that enable transformation if they plan to survive over the long term. A total of 88% of Fortune 500 companies from a generation ago are now out of business. Only 12% still survive. Similar percentages are found throug...
When you're operating multiple services in production, building out forensics tools such as monitoring and observability becomes essential. Unfortunately, it is a real challenge balancing priorities between building new features and tools to help pinpoint root causes. Linkerd provides many of the tools you need to tame the chaos of operating microservices in a cloud native world. Because Linkerd is a transparent proxy that runs alongside your application, there are no code changes required. I...