MultiSelect Option Sets in D365 Customer Engagement: What You Need to Know

by | Aug 27, 2019 | Dynamics CRM

In Dynamics 365 Customer Engagement version 9.0 (CRM), MultiSelect Option Sets were introduced to alleviate many needs of option sets. How might you use MultiSelect Option Sets in D365 Customer Engagement? Say your organization operates a phone support line for users of Dynamics in North America. Some clients may prefer English over Spanish, vice versa, or have no preference and are bilingual. This data can be captured by selecting one or both options, but not by traditional Option Sets. Expand to Western Europe and need to meet the needs of Germany and France as well? While they may speak English, they may prefer German or French, or speak multiple languages, which can be added to your option set to capture their preferences and ensure you meet their needs effectively.

Now imagine you work for a sporting goods store and you are trying to market more efficiently to your customers. If you have hunting, fishing, hiking, and camping marketing campaigns. You want to be able to email all relevant fliers to a customer, but an option set would limit you to only sending one marketing email to this customer. A MultiSelect Option Set enables you to send one, or up to four emails to reach the customer for all their interests.

MultiSelect Option Sets vs. Option Sets

Formerly, an Option Set was limited to only one option out of the list of selections provided. Now that has changed as MultiSelect Option Sets enable you to collect data from a contact or lead differently, and potentially more effective than you used to be able to. Before we dive into everything you need to know about this new attribute, here are a couple of examples of how MultiSelect Option Sets can help you over Option Sets.

Entering and Managing Data

Entering data in a MultiSelect Option Set is simple. First, navigate to the MultiSelect Option Set field and click on the field. Second, click on your selections. Alternatively, you can begin typing to filter options. As seen in step 3, if you type the letter “s” then English and Spanish, the two languages with an “s” in them are the remaining options. Finally, you can see your selections appear in real-time above the selection box which drops down after clicking on the field, which is marked as step 4.

Displaying a MultiSelect Option Set in Views

When viewing data in a view, each option selected in separated by a semi-colon, and the data is showed simply, but effectively. As seen in the highlighted column, whether it is one option, or three all of the data is shown for the associated contacts.

Searching in Advanced Find

The last important note about MultiSelect Option Sets is using advanced find. You have the power to search for records with a specific set of preferred languages. If you were to have a support staff member who is bilingual in English and Spanish, you may want to see all contacts who speak those specific languages, and that can be done with the “Equals” functions highlighted in the image below. Be careful, as you filter anyone who speaks only English or Spanish, and you also filter out contacts who speak English, Spanish, and another language. If you want to find contacts who speak one language or the other, or both, or both plus other languages use the Contains Values option instead, which will be a larger list. Both can be valuable filters in certain situations.

Related Posts


Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events


16jul11:00 am12:00 pmConfab with Stoneridge - Livestream - Business Intelligence Power Hour

22jul10:00 am10:30 amOn the Job with Dynamics 365 - Manufacturing Material Handler

22jul12:00 pm1:00 pmImprove Field Service Delivery and Increase Customer Satisfaction

30jul11:00 am12:00 pmConfab with Stoneridge - Livestream - Power Apps Power Hour


03aug(aug 3)8:00 am07(aug 7)5:00 pmMicrosoft Dynamics GP Core Financials Bootcamp

05aug10:00 am10:30 amOn the Job with Dynamics 365 - Manufacturing Shipping / Receiving Department

05aug12:00 pm1:00 pmHow Ag Retailers Can Simplify Processing Equity Payments using Levridge

12aug10:00 am10:30 amWhy Levridge Grain? How to Achieve Efficient and Accurate Scale Tickets

12aug12:00 pm1:00 pmThe Three Paths to Dynamics 365 Finance and Supply Chain from Dynamics AX

13aug11:00 am12:00 pmConfab with Stoneridge - Livestream - Dynamics 365 2020 Wave 2 Preview

19aug10:00 am11:00 amWhat is Levridge? An Overview of the Ultimate Ag Solution

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!