POWEROBJECTS

718 Washington Ave. N. Suite #101
Minneapolis, MN 55401
View map and all Locations

Send us a message

The Dynamics 365 July 2017 Update has loads of exciting new features and enhancements. As we see more previews, we’re preparing blogs and webinars with all that we know so that you and your company are prepared for the upcoming release. Be sure to click here to enroll in the Microsoft Dynamics 365 July 2017 Update webinar series! Have you ever had a business need to be able to select multiple options on a record? With the Dynamics 365 July 2017 update, you can now do this in a snap! Here’s an example:

Dynamics 365 July 2017 Update: Multi-Select Option Sets
  • Multiple roles a contact may assume (i.e. billing contact, claims issues)
  • Credentials or Specialties on a contact
  • Supporting documents requested on an Opportunity
  • Languages that a contact may speak
  • Regions an account covers

In the past, you would have to either create numerous individual fields that are checkboxes, a single line of text field which increases the chances for data entry error and thus is not reportable, or implement custom code to create a multi-select feature. With the new update coming for Dynamics 365 in July, Microsoft is finally giving us multi-select option sets! Multi-select option sets are great for any set of values that are not mutually exclusive. Features of the new Multi-Select option set include:

  • New AttributeType: MultiSelect Option Set
  • The ability to add them to forms, views, and quick create forms, and read-only and editable grids
  • Can add up to 150 values available for selection
  • Select All and Clear selection feature
  • Can leverage existing (select a global) and new option sets
  • Supported in Web Client and the new Unified Interface (coming in July as well)
  • Supported in Advanced Find and FetchXML queries

This new feature may enhance your user experience as they can easily make multiple selections within one field, view the data in a view, and filter on it in an Advanced Find search. Here is what the user will see when they go to make a selection on the form:

Here is how the data will display in a view:

Although we’re ecstatic for this new feature, there are a lot of other new exciting things coming in the July 2017 update! Check out Microsoft’s documentation for additional information. The Microsoft Dynamics 365 July Update is definitely something to get excited about! Don’t get lost in the past – keep your business on the cutting edge with more in-depth knowledge via our webinar series, Microsoft Dynamics 365 July Update Series! Register today!

Happy Dynamics 365’ing!

Avatar for JoeCRM

JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.