web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Dynamic Visibility Rules for Option Sets in Dynamics CRM 2016 On-Premise

(1) ShareShare
ReportReport
Posted on by

Hello everyone,

I'm working on a requirement where a customer needs dynamic functionality in Dynamics CRM 2016 (version 8.2). The goal is to hide options within one option set based on selections made in another option set. Here’s a breakdown:

We have two option sets:

  • "new_department" with options:
    1 = 100001
    2 = 100002
    3 = 100003

  • "new_case" with options:
    a = 100001
    b = 100002
    c = 100003
    d = 100004

When a user selects option "1" in "new_department", specific options in "new_case" should be visible or hidden. For example, choosing "1" should display options "b" and "d" in "new_case", while hiding options "a" and "c".

The challenge is to implement this dynamically without resorting to hard-coding, as the customer prefers using the description field for defining visibility rules. However, I believe using the description field might complicate maintenance.

My initial thought is to use a "configuration" entity that defines these visibility rules. This entity would list combinations of "new_department" selections and the corresponding visible options in "new_case". While this approach avoids direct coding, it does require creating additional entities and fields.

I'm seeking advice from the community on similar implementations or alternative approaches that are feasible within Dynamics CRM 2016 (version 8.2). We currently don't have access to newer features but are looking forward to leveraging them soon.

Any suggestions or insights would be greatly appreciated!

I have the same question (0)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Pallavi Phade Profile Picture

Pallavi Phade 96

#2
Tom_Gioielli Profile Picture

Tom_Gioielli 69 Super User 2025 Season 2

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 43 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans