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Global Options Sets in Microsoft Dynamics 365

Post Author: Joe D365 |

Unlike option sets, global options sets can be reused across several entities. Global options sets are used to set fields when there are numerous fields that use the same set of options.

Before you can add a global option set to an entity, it must be created first. Let's assume we want to create a global option set for a field named 'Topics' where users can select from the following options: Money, Time Management, Equity, and Transportation.

The following steps would be required.

1. Select the solution that you would like to customize.

global options sets

2. Click on Options Set

global options sets

3. Click on New

4. Type in the name of the field which in our example is 'Topics'

5. Remember to add a description for best practice

6. Click on the + sign to add the option set values

global options sets

7. In the Label box, type in the desired values and click on + icon to add additional values.

global options sets

8. With all values added, click on save and close

global options sets

Now you are ready to add the new field to desired entities. For step-by-step guidance on how to add option set fields to forms, please reference this blog.

Happy Dynamics 365'ing!

By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

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