Changing Country and State to Dropdowns in the Contact Form in CRM 2013

Changing Country and State to Dropdowns in the Contact Form in CRM 2013

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Hello all,

Currently, the state and country fields in my contact form are in the default single line of text format. This has created some inconsistencies in my contacts (e.g., AK, Alaska, US, USA, United States, etc.). 

What are some best practices for dealing with this going forward? Ideally, I'd like to make these fields into dropdown lists. I tried to use the method outlined here, but I don't think it's compatible with CRM 2013. For step 2 (jQuery), I created a jscript web resource with the code from this page. I have very minimal experience with code, so if you could ELI5 (expain like I'm 5 years old), I would appreciate it. I literally copy and pasted both codes and changed all the (") to ('). I'm open to other suggestions for this problem as well.

Thanks for your time!

Verified Answer
  • Hello,

    You can refer to the following link as it is a supported method and you can also use a Global Option set for different entities:

    social.technet.microsoft.com/.../9979.microsoft-dynamics-crm-2011-global-option-sets-picklists.aspx

    Hope this was helpful.

    Thanks,

    Sneha P

  • Hello,

    In this case, you will need pre-defined array of values which is implemented CRM Dyamics using Option Sets (either global i.e. common across entities or local to current entity). As this is related to region, it would be better if you go to Global Option Sets as per link mentioned in above post. This will help you carry this same option set to other entities as well if needed.

    Once ready with your global option set, you'll need to create a local option set (by using existing global option set) which will map to this global field. Then replace your old srting attribute on form with this option set to make data entry consistent.

    For existing records, it will be advisable to create a utility which will update records in bulk as per your new option set & existing values. This can also be done manually if there are less records & technical help is not available.

    Thanks & Regards,

    Rugved Gokhale

All Replies
  • Hello,

    You can refer to the following link as it is a supported method and you can also use a Global Option set for different entities:

    social.technet.microsoft.com/.../9979.microsoft-dynamics-crm-2011-global-option-sets-picklists.aspx

    Hope this was helpful.

    Thanks,

    Sneha P

  • Hello,

    In this case, you will need pre-defined array of values which is implemented CRM Dyamics using Option Sets (either global i.e. common across entities or local to current entity). As this is related to region, it would be better if you go to Global Option Sets as per link mentioned in above post. This will help you carry this same option set to other entities as well if needed.

    Once ready with your global option set, you'll need to create a local option set (by using existing global option set) which will map to this global field. Then replace your old srting attribute on form with this option set to make data entry consistent.

    For existing records, it will be advisable to create a utility which will update records in bulk as per your new option set & existing values. This can also be done manually if there are less records & technical help is not available.

    Thanks & Regards,

    Rugved Gokhale

  • Thank you!