In this webinar, our experts showcase a variety of demo use cases of how different components of the...
Dear JoeCRM,
I need to create a custom field with centrally managed values in Microsoft Dynamics CRM. Can you help me understand my options?
-Option Upset Overload
Dear Option Upset Overload,
You have two choices: Option Sets and Lookups. Both Option Sets and Lookup Values can be universal and used by most types of records. System customizers can quickly add an Option Set, so why would you go through the additional work to configure the extra permissions and custom entity required for a lookup?
Here are a few benefits for performing the extra steps for choosing a Lookup over an Option Set:
With that said, the simplicity of Option Sets may be all that you require! Use the above bullet points as a guideline to help you make a thoughtful decision when adding your custom field.
Happy CRM'ing!
Dear Joe,
I really love the topics and solutions you share. I'm just wondering if you would like a recommendation for a new stylist?
Image is everything. 🙂 jk - Happy Monday!