Dynamics CRM 2013 same picklist on multiple entities

2
votes

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:

  • the mapping between the entities works fine & we need to be able to see and update the list on all of the entities.
  • we're using Dynamics CRM online 2013

Thanks! Stephen

2
dynamics-crmmicrosoft-dynamicsdynamics-crm-2013

2 Answers

4
votes

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/

3
votes

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