Dynamics Community Forum Thread Details

Where can I see/configure field properties ? e.g the Option Sets (e.g. Relationship Type)

Hello,

I'm trying to migrate towards Dynamics 365 CRM Sales Professional.

I have my data currently in another CRM so it is kind of formatted but of course not the way Dynamics wants it. I have written a python script where I can transform all fields and create the csv files, I just need to know what to transform it too. Still I'm having a hard time finding good documentation for administrating this.

Now a couple of cycles -of importing and resetting environment and bulk deletion- later, I'm at the point of extending the basic fields with some more info that could make Dynamics Sales useful for my organisation.

I still have a lot of unresolved questions, for example in 'Accounts' :

'Record Created On' wants a date + time : where can I find info on the format ? [YYYY/mm/dd HH:mm:sss] / epoch ?
'Relationship Type' / Industry / Business Type are Option Sets .... Where can I see the options ? Can i change them ?
If I want to work with 'Account Managers' (as in the defintion on wiki) should I use 'Owner' aka 'Owning User' for this ? Is this a good practice ?
on the contrary of some presidents - In my country we pay taxes so all Business Organisations have a TAV number. I seem to miss this one? Can I create this ? Where ?

I can already see some more info on : "Power Apps -> Solution: Default Solution". but when I look into the Option Sets... I can't see the 'Relationship Type'.
I also believe I should NOT change anything here.. just watch, right ?

Any help appreciated... In meantime I'll continue with import & bulk delete...

Hi,

In order to customize the fields, you can log in PowerApps using the https://make.powerapps.com link. Expand the Data section and click or tap Entities in the left navigation pane, and then click or tap an entity.

Please refer to the below screenshot for the same:

Note: While selecting entities just make sure whether you have selected correct environment or not on the top right corner.

After selecting the entity, you will see the components of the selected entity, now you can select any component which you want to customize i.e. field, form, view etc.

In your case, if you select “Relationship Type” field in the list of fields, new window will get open at the right side of pane where you can select “Edit Option Set” to edit the label of options or to add any new option as shown in below screenshots,