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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Purchase Timeframe Opt...
Customer experience | Sales, Customer Insights,...
Answered

Purchase Timeframe Optionset value: add items

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Posted on by Carlik 55

Hello everybody,

In my Company often we have opportunity regarding next year.

Purchase timeframe option set has:

Immediately (0)

This Quarter (1)

Next Quarter (2)

This year (3)

I'd like to add

Next year(1st qtr)

Next year(2nd qtr)

Next year(3rd qtr)

In 2 years

I can add it , but obviously when I try to filter dashboard and other things, It doesn't works

What I have to do?

Thanks

I have the same question (0)
  • Carlik Profile Picture
    Carlik 55 on at
    RE: Purchase Timeframe Optionset value: add items

    I'm not sure it will works when we'll be in next year...

  • Suggested answer
    prt33k Profile Picture
    prt33k 6,907 on at
    RE: Purchase Timeframe Optionset value: add items

    Hi Carlik,

    Purchasetimeframe value flows from lead to opportunity. Its a global optionset so modifying it will make all these new option available in lead too. Then if you qualify lead then the value will get filled in opportunity too.

    I can see the filter working correctly in my dashboard.

    Do share screenshot if it doesn't work.

    pastedimage1612496621524v1.png

    Thanks,

    Prateek

  • Verified answer
    LuHao Profile Picture
    LuHao 40,888 on at
    RE: Purchase Timeframe Optionset value: add items

    Hi Carlik,

    I tested it, after adding the options, I can see the new options in the filter of view.

    pastedimage1612495568146v1.png

    Please try the following solutions.

    1. Publish all customizations.

    pastedimage1612495654858v2.png

    2. Clear your browser or change to another browser.

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