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Importing data to multiselect option sets in Dynamics?

Posted on by 135

Is it possible to import data to multiselect option sets in D365?

I.ex. we have fields on an Account that allow selecting multiple elements in one list of interests.

It would be ideal to import this multiselect optionset list as the customer has about 800 account they want imported.

  • TGT Profile Picture
    TGT 135 on at
    RE: Importing data to multiselect option sets in Dynamics?

    Thank you, i will try this out :)

  • Verified answer
    LuHao Profile Picture
    LuHao 40,872 on at
    RE: Importing data to multiselect option sets in Dynamics?

    Hi Thomas,

    Yes, we can import multiselect option sets in D365.

    Please refer to https://www.inogic.com/blog/2017/11/import-data-with-multi-select-option-set-values-in-dynamics-365-v9/

    First create a personal view that contains all Accounts need to be imported, add the multiselect option sets field as a column. Export to Excel > Static Worksheet.

    pastedimage1601544862489v1.png

    Then edit the Excel, enter the data into the multiselect option sets field column. Values of multiselect option sets field are separated by semicolons, like "interestA;interestB;interestC".

    pastedimage1601545023400v2.png

    Finally import the Excel to D365.

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