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I'm looking for some advice to see if there are any options available that I may not have thought of for the below problem....
We have a number of different business units that we would like to know if there's potential cross selling available when adding a new opportunity.
We will add the new opportunity and a field will be available to select one or a number of different business units.
I thought that the Multi-Option field had solved all my problems as it does exactly what I need it to however it doesn't appear within SSRS reports (we've managed to get it to work within power bi) and workflows don't work.
Is there any option available that would suit our above challenge ? or a way to make the multi-option field work within the SSRS reports or workflows?
Any help or advice would be greatly appreciated and will hopefully end me banging my head against a brick wall!!
Thank you!! :)
Workflows are not able to use MultiSelect Option Sets as conditions or part of the create/update step. MultiSelect Option Sets can be used as entry criteria to trigger a workflow.MultiSelect Options Sets aren’t available for use in SSRS reports.
They both are limitations of the Multi Option Set field type, you can refer following links for more limitations about it:
Limitations of Multi Select Option Sets in Dynamics 365 CE – Nishant Rana's Weblog
Microsoft Dynamics CRM MultiSelect Option Sets: Pros and Cons Armanino (armaninollp.com)
So you could create a new text field and use flow/js to copy the value of MultiSelect Option field to a text field, then use the text field in your SSRS report.
Using flow to replace workflow:
Use Flow To Update A Multi Select Option Set — Endeavour365 for CRM
Hope this helps.
Can you click Yes under "Did this answer your question?" to close this thread if my answer is helpful.
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