Wednesday, December 15, 2010

Backyard Safari Tadpole

global CRM picklists 2011

Yes, in CRM 2011 (finally) We have a picklist that is shared among several entities.
Thus, we set down for such countries, provinces, types, classifications, etc. to be shared among several entities. So, just add a value in the picklist, be added to all entities.

The steps to create a picklist "global" (option sets) are as follows where I show an example of how to create and use a set Option "Countries":

Creation of Option September

Set the values \u200b\u200bof Countries

Publish Option Set

Using the Option Set to other entities (Account)

This type can be defined that can not be modified


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