Less options, more results with Dependent Option Sets in Dynamics 365!

Ever have the problem of scrolling down a long list of options only to miss what you were looking for? What if there was a way to limit your option choices based on values previously selected? Well now there is!

Dependent options in Dynamics 356 gives users the ability to filter down a long list of option values to just a handful of choices based on previously selected parent fields. This feature dynamically updates the options users see based on pre-set business logic.

Take the following transpiration data model as an example.

Traditional Option Set

Traditional option sets simply display all the options for each field without any consideration for previously selected option values. This method is cumbersome when it comes to long lists and can feel very redundant when looking through lists where some of the options obviously shouldn’t be there based on previous values selected.

In the example below, you will notice that regardless of which Transport Class you pick, you will still be shown the entire list of Transport Type options.

Dependent Option Set

With dependent option sets, Dynamics 365 will automatically exclude options based on your previous selection. This makes selecting the right option much easier. As you can see below, once the user has selected the Transport Class as Public. The Transport Type option will automatically filter to only show options available based on the selected Transport Class.

As you can see, this feature is sure to provide many benefits to users working in Dynamics 365. Below are just some of the immediate benefits your users will experience.

Benefits

• User Friendly: Less is more! Instead of bombarding users with tons of unusable choices, dependent option sets make finding the correct option easier.
• Time Saving: With less options to go though, users reduce time spent entering data, and get back to the things that really matter.
• Eliminate Errors: With logic built into the option set, prevent users from selecting the wrong option by accident. This over time will improve overall data quality and reporting efficacy.

Dependent option sets open the door for many new opportunities in Dynamics 365. To learn more about how this can be implemented in your environment, email us at This email address is being protected from spambots. You need JavaScript enabled to view it..