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Dependent Option-Sets

  • 1.  Dependent Option-Sets

    SILVER CONTRIBUTOR
    Posted May 30, 2019 03:17 AM
    Hi group,
    I'm wanting to create a pair of option-sets where the available selection in the 2nd is based on the selection that was made in the 1st. For example with the below data, I would only want NSW, QLD and VIC to be available as choices if Australia was first chosen as the country. Likewise I would only want Vermont, California and Texas to be available for choosing if USA was first selected in the 1st option-sets.

    What would be the best/easiest way to accomplish this? I was hoping for a simple tick box or "point to" command but the closest I've found is this from the Microsoft website. Given how common the requirement for cascading/dependent options-sets are in so many businesses, I'm hoping there might be a better way. We are on Dynamics365 online.

    Thanks in advance

    https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/developers-guide/gg594433(v=crm.8)


    Option Set 1 (Country) Option Set 2 (State)
    USA Vermont
    USA California
    USA Texas
    Australia NSW
    Australia QLD
    Australia VIC


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    Daniel Demers
    Chief Digital Information Officer
    Richard Jay Laundry
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  • 2.  RE: Dependent Option-Sets

    Posted May 30, 2019 04:02 AM
    Hi

    Take a look at the following resources, which should be of help to you - they show several different methods for this.

    https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/developers-guide/gg594433(v=crm.8)
    https://www.powerobjects.com/blog/2016/03/15/how-to-use-dependent-lookups-for-dynamics-crm-201320152016/
    https://crmoptionsets.azurewebsites.net/

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    EY Kalman
    Senior Manager
    PwC
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  • 3.  RE: Dependent Option-Sets

    TOP CONTRIBUTOR
    Posted May 30, 2019 07:03 AM
    Edited by Niels Lønberg May 30, 2019 07:02 AM
    @Daniel Demers,

    I recommend using Dependent OptionSet Generator by @Guido Preite. That's the easiest non-developer way of create dependent option sets in D365.

    It was planned to introduce dependent option sets is a feature in Unified Interface. However, Microsoft removed that from the release notes:



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    BR,
    Niels
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