How to Add or Update an Option Set Field in Microsoft Dynamics 365 for Sales CRM

by | Microsoft Dynamics Support

How to Add or Update an Option Set Field in Microsoft Dynamics 365 for Sales CRM

by | Jul 19, 2018 | Microsoft Dynamics Support

Using dropdowns in fields

This week in Microsoft Dynamics Support, we’ll look at how to add or update an option set field, as well as how to move the options within option field dropdown menus in Microsoft Dynamics 365 for Sales CRM.

So what are option sets anyway? Option sets are fields that offer options in a dropdown. Let’s have a look at an example here:

Option Set Dropdown Microsoft Dynamics 365 for Sales

In this record, if we look at the relationship type field, we see an available option set in a dropdown.

In some cases, clients have asked me how update, add, or remove some of these options. See below for video and instructions on how to do so:

Update or add an option field set

1.) Go to Settings > Customization > Customize the System.

2.) Go into Entities, choose the entity type you want to update in, and then choose Fields.

In my example, we were looking at the account entity, so I chose Account:

Edit Account Fields Microsoft Dynamics 365 for Sales CRM

3.) Find the field you want to edit and double click on it.

From this window, you can view and edit the data type, field type, and existing options.

4.) Make the changes you want to make, then click Save and Close.

5.) If you add a new option to the option set, you will need to click Publish All Customizations:

Publish All Customizations Microsoft Dynamics 365 for Sales CRM

Once published, you can go back to your record and view the changes to your option set field.

 

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Ibrar Taki is a Microsoft Dynamics and Sage CRM technical consultant at Azamba. As the Azamba installation expert, Ibrar installs and configures systems, software, and servers. He also provides support and consulting services for Microsoft and Sage users.

Ibrar works hard to ensure your system generates maximum value for you and your team.

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