Microsoft Dynamics CRM is all about efficiency and automation–however, there are certain tasks related to CRM that can take way too much time. In particular, if you ever had the need to add a large number of options to a CRM 2011 Option Set (aka picklist), you know how time consuming it can be. Well, JoeCRM is about to make your day! (Please note that this functionality is not available with Global Option Sets in Dynamics CRM.)
In this example, we are going to assume that your CRM 2011 Option Set (OptionSet or PickList) is on the Account Entity. However, this process will work for any entity.
-Create an excel file with 2 columns (Option Set, Account Name)
-In the Option Set column, populate the values that you wish to “import” into your CRM Option Set.
– In the Account Name field, populate some unique values that will be easily found in CRM later.
-If you have additional Required Fields on the entity that this Option Set is contained on, you’ll need to add columns for those as well.
Here is my sample file:
-Using the Out of Box import utility in CRM, import these as records into the entity you are working with.
-Once you get to the Mapping dialog for your Option Set, you’ll notice that you have the ability to have CRM use the “Source Option Values”. This will result in those new values being added to the Option Set.
-Once the import is completed, you’ll notice that the new values are now available in the Option Set.
-Lastly, you’ll want to delete those newly created account records and you are done!
If you need to add 10 new values or less, it may be more efficient to do so via the Microsoft Dynamics CRM UI; however, if you have dozens of values to add this may be a better option.