CODEWITHSUNDEEP
dynamics-crmmicrosoft-dynamicsdynamics-crm-2013
user3606988
user3606988

Reputation: 21

Dynamics CRM 2013 same picklist on multiple entities

Within Dynamics we have the same industry field on three different entities: Account, Lead & Contact. The industry field is a picklist/dropdown and contains over 30 values. Unfortunately, when we need to add a new value to the picklist, we have to add it to the fields on all three entities. This means that we have to remember to update the list on all of the entities...

Is there a way to have one source for the picklist? So that we can update that central source and the picklists on the entity fields will update accordingly and automatically?

FYI:

Thanks! Stephen

Upvotes: 2

Views: 834

Answers (2)

Daryl
Daryl

Reputation: 18895

Use the OptionSetConverter to convert the local option sets to a Global one. Full disclosure, I wrote it.

Upvotes: 3

Guido Preite
Guido Preite

Reputation: 15128

You need to use a global option set. It is a feature introduced with CRM 2011 (works fine with CRM 2013).

You can find a tutorial here:

http://www.powerobjects.com/blog/2011/09/12/global-option-sets-in-dynamics-crm-2011/

Upvotes: 4

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