itelligent-i
Advocate IV
11 years agoStatus:
Needs Votes
CRM Online Dynamic Options sets PickListMappingSet
The CRM Online OData feed doesn't dynamically provide access to user defined Option Sets. When adding an Option Set to CRM it should be provided in the PickListMappingSet table
fbcideas_migusr
6 years agoNew Member
OK - after some more digging and manipulating I found a partial solution. This is still too much effort for Business Line users, but a start. Kudos to CloudFront for their post here - https://www.cloudfronts.com/crm-option-set-in-power-bi/ The post doesn't work exactly as stated as it's a bit dated, but it can be manipulated to work. I had to forgo the Metadata browser portion of their solution as I couldn't find a way to get the OptionSets to appear. That said an easier way was to simply do an OData query in PowerBI for the entire Global Option Set list using my OData API - Example: https://contoso.api.crm.dynamics.com/api/data/v8.2/GlobalOptionSetDefinitions Once I had that I could get the MetadataID for each option set and then copy the table to excel and append the MetaDataID to the above query similar to CloudFronts answer. Example: https://contoso.api.crm.dynamics.com/api/data/v8.2/GlobalOptionSetDefinitions(ae2a3b9d-395a-4dbd-9abc-c32aeb10888b) This allows you to then query specific optionsets. After you Query each OptionSet you will get a list table. Towards the bottom you will see an Item labeled "Options". Click on "Table" next to it and that will expand the query and you can expand the fields and choose columns. After the above I basically created a new share point list of all option set query strings for users. Still a pain, but they can at least find and access the values now. Hope that helps, but REALLY hope the Dynamics team can work with PowerBI to get this done.
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