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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Multiselect Field Help
Customer experience | Sales, Customer Insights,...
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Multiselect Field Help

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Posted on by Sandary 10

Hi There,

I am trying to follow this guide so I can work with Multiselect options within Flows and do a couple of basic automations but it is not working.

Use Flow To Update A Multi Select Option Set — Endeavour365 for CRM

When I get to the point where I can compose the multiselect field, my inputs/outputs don't work the way the do in the guide and I can't see them. I'm thinking I may have missed a setting somewhere but I can't find where that might be and hoping someone else can point me in the right direction. I think it may be because the guide uses the old deprecated CRM plug in while I am using the overall Microsoft Dataverse trigger.

Here is what the compose outputs are supposed to look like:

pastedimage1657803473228v1.png

And here is what I get: 

pastedimage1657803504649v2.png

And when I click the "Click to download" link it just opens a new blank tab with "about:blank" as the URL.

Any tips or advice would be much appreciated, thank you! The most complicated thing I am trying to do with this data is make a chart out of this data. If there is a better way to present multiselect option field behavior while being able to graph it, that would be appreciated too. Also open to code based solutions, but I am not very experienced in that so any beginner's tips would be awesome too.

Thanks,

Steven

  • Martin Dráb Profile Picture
    Martin Dráb 231,880 Most Valuable Professional on at
    RE: Multiselect Field Help

    I'm afraid you need to ignore Rachel - her answers are just copied from elsewhere, often completely unrelated to the question. Maybe it's a spammer account trying to get a rating by posting seemigly relevant replies.

  • Sandary Profile Picture
    Sandary 10 on at
    RE: Multiselect Field Help

    Hi Rachel,

    I'm curious to know more about this. Just to clarify, this is a separate field than the Multiselect Option Field, correct? I tried following your instructions but I wasn't able to even find where Custom Fields is and where I can set them up. I assume it's not in the Customize the System menu, under Accounts right?

    If you could include a screenshot of the area or something that would be awesome.

    Thanks for your time!

    Best,

    Steven

  • rachelgomez Profile Picture
    rachelgomez on at
    RE: Multiselect Field Help

    Multi-select custom fields allow you to add more than one custom field to the object you want. In other words, you can assign multiple custom fields to a person, project, or invoice.

    Multi-select custom fields can only be used as dropdowns.

    To add a multi-select custom field, go to Settings > Custom Fields > select the object you want to add it and click on Add new custom field. From the menu, select Multi-select field.

    Greeting,

    Rachel Gomez

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