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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Option Set and user ad...
Customer experience | Sales, Customer Insights,...
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Option Set and user adding extra options

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Posted on by RachelColes 71

Hi,


Within Leads:

I've created an custom Option Set with some default options, and also created a column (choice - see below) within Leads and added it to the Leads form, that is all fine.

pastedimage1676567664887v3.png

My question is:

I want the user to be able to add extra options if required if the default ones don't meet the requirements, see below. Can this be done without me having to manually add the extra option in the option set? 
Do I have to create a extra text field and if they select 'Other', it displays the text field and they can enter the details there. Will this update the 'Option Set? or is there a way of doing this?
   pastedimage1676567502696v2.png  

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  • Verified answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    What you described - might be done but it will be a heavylifting development.

    I would recommend an alternative:

    1. Create a custom entity.

    2. Add N-N relationship between lead and your custom entity created at the step 1.

    3. Add a grid to your form.

    When such config is in place - user is able to associate your lead with one of existing options or if the option is not available - just create it first and then - associate.

    Once that's done - you have something like your functionality with no need for heavy development.

    Check this post - crmtipoftheday.com/.../

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    RachelColes if my reply answers your question - take a minute and verify it as an answer.

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