Multi-Select Option field in Dynamics 365 V9.2 using Power Automate


Introduction

With every release of Dynamics 365, Microsoft introduces a wide variety of features. Some of which open new doors of opportunity whereas some help in overcoming existing limitations. Introduction of Multi-Select Option Set was kind of both.

However, as a customizer, we still face a few roadblocks when it comes to dealing with any Multi-Select Option Set field. However, recently while working on a requirement, we were able to set default values for a Multi-Select Option Set using Power Automate.

Now, let’s further explore how this was done.

Recently, we came across a scenario where we wanted to set values for the Multi-Select Option Set field named Regions based on the domain of the email addresses from two of the email address fields named Sales Email and Support Email. We achieved this by using Power Automate flows (Cloud Flows) as shown below.

Step 1:

On the Account entity form we have the Sales Email, Support Email, and the Regions field. The Sales Email and the…



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Inogic
Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
 
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

Author: Inogic

Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.   Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

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