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Why Upgrade from Dynamics 365 Sales Enterprise to Premium
As businesses grow, they require more sophisticated tools to help them manage their operations. In the case of sales teams, Dynamics 365 Enterprise...
Option sets in CRM are an easy way to ensure clean data. Limiting end user choices tends to streamline business processes and ensure uniform data entry. It is possible to extend the advantage of option sets in Dynamics 365 by implementing dependent option sets. A dependent option set shows values conditionally, based on the value chosen in the “parent” option set. Using this method, you can simplify the UI of CRM and further eliminate confusion for your end users. Here is a short list of a few key features:
Microsoft has thoughtfully included sample code in their SDK going all the way back to 2011. However, with each iteration of CRM up to and including Dynamics 365, this code has changed from version to version.
The latest version of this code as of this writing can be found here: https://code.msdn.microsoft.com/Create-Dependent-844db2d1
This version differs significantly from the version provided in even the latest SDK (8.2.1.1 as of this writing) which DOES NOT WORK with the latest Dynamics 365.
TrellisPoint is a professional services firm specialized in the implementation, management and maintenance of CRM systems. We have years of experience customizing Dynamics CRM and Dynamics 365. Because of the constant improvements and changes made to Dynamics, even so-called “supported” customizations sometimes require maintenance. Please do not hesitate to contact us for a free consultation with no commitment required.
6 min read
As businesses grow, they require more sophisticated tools to help them manage their operations. In the case of sales teams, Dynamics 365 Enterprise...
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Microsoft Dynamics 365 is a powerful cloud-based solution that empowers businesses to streamline their operations, boost productivity, and drive...
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LOUISVILLE, KY. (JANUARY 26, 2023)—TrellisPoint, an Ohio based Microsoft Dynamics and Power Platform Partner, is continuing to expand its reach by...