Hide Option Set field Value in Sales Co-pilot d365 outlook

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Posted on by sandeepc

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Hi.

We added an Option set field in Sales co-pilot and now we want to remove some option set values in that field.

Is that possible to remove some values only in sales co-pilot(not in dynamics)?

if yes how ? steps to implement will be much appreciated

if no why?

Any suggestions will be marked as verified

Thanks

Sandeep

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Dynamics 365 Sales

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Verified answer

Holly Huffman 6,538 Super User 2025 Season 2 on at

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Good morning, afternoon, or evening depending on your location!

Yes, it is possible to hide specific option set values in Sales Copilot for D365 Outlook without removing them from Dynamics 365. However, this requires configuring the visibility of options specifically within Sales Copilot.
Steps to Implement:
Option 1: Use JavaScript to Hide Unwanted Values

Navigate to Dynamics 365

Go to Advanced Settings → Customization → Customize the System.

Find the Option Set Field

Locate the entity where the option set field exists.

Select Fields and then the option set field.

Add a JavaScript Web Resource

Create a JavaScript web resource to filter the available values.

Use the removeOption() method within the OnLoad event of the form.

Example code snippet:
function filterOptions(executionContext) {
    var formContext = executionContext.getFormContext();
    var control = formContext.getControl("new_optionsetfield");

if (control) {
        control.removeOption(100000001); // Remove a specific value (example)
        control.removeOption(100000002); // Remove another value (example)
    }
}

Replace 100000001 and 100000002 with the actual option values you wish to hide.

Publish and Test

Save, publish, and test the form in Sales Copilot for Outlook.

Option 2: Modify the Sales Copilot UI Configuration
If you are using Sales Copilot's Customization Panel, check whether the option set field settings allow you to filter values only for Sales Copilot without affecting Dynamics. Some UI-based configuration options might allow this without needing JavaScript.
If No, Why?

Sales Copilot relies on D365 metadata → If there's no customization capability specific to Sales Copilot, changes made to the option set field may reflect across all D365 experiences.

No separate field filtering in UI settings → If filtering of option set values isn't natively supported, scripting or conditional logic in Sales Copilot may be required.

Please note: I teamed up with CoPilot AI to research and craft the best response to your question!
Hope this helps some!

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sandeepc 5,514 on at

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Hi @HollyHuffman.

If filtering of option set values isn't natively supported. scripting or conditional logic in Sales Copilot may be required.

how is this can be done can you help us with steps if possible thanks

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