Microsoft Dynamics CRM customizations transform an already powerful out-of-the-box software solution into a tailor-made CRM solution that fits every need of your business. The technical team at
If you want the user to choose multiple values from a pre-defined list, there’s not really a good way to accomplish that out-of-the-box in Microsoft Dynamics CRM.
Below is an example of ways that the advanced Dynamics CRM customization capabilities can be used to improve this process:
Microsoft Dynamics CRM customization: Choosing multiple values from a pre-defined list
Let’s say, for example, that you’re tracking the games a person likes in Microsoft Dynamics CRM.
Because Option Sets don’t allow you to select multiple values, you have to create a new entity (Game) and relate it to the Contact with a many-to-many relationship. You could then add a sub-grid to the Contact form, yielding (depending on your version of Dynamics CRM) an interface that looks like this:
To add multiple selections, you have to cycle through clicking the new button and either type the correct value (sight unseen) or use the look-up to discover the list and choose the appropriate value.
An alternative is a custom web resource to display the list of options as check boxes and to add relationships as the user marks each check box. This leaves a much cleaner interface and a much greater ease of use: