CRM option Sets

[itelligent-i]

Hi, I'm trying to work out if there is a bug or the functionality is just missing regarding the Option Sets in the CRM OData feed.  If there's any documentation anywhere saying what it does and does not include please let me know.

I have a heavily customised CRM solution and would like to use the PickListMappingSet to access the Option Sets values so we have a fully dynamic solution.  however when I expand the table, very few Option Sets appear to be available.

I'm resolved to extracting the CRM attributes file and using the personal gateway + XML source to auto refresh the queries.  But this means any change the extraction and upload will have to be completed manually .

Any one with any advice  

thanks.

[Greg_Deckler · Accepted solution]

My vote is CRM OData feed.

You could try an OData feed browser and see what you get:

https://www.microsoft.com/en-US/store/Apps/OData-Browser/9NBLGGH0JW49

If you get the same thing as you are getting with Power Query, good bet it is the OData feed.

[rboyers]

Hi,

There is now a tool in the XRMToolbox called the PowerBI option-set assistant. This allows you to select entities and option-sets in crmonline then synchronises them to a custom entity (1 record per option-set value). You add this custom entity to your PowerBI query then reference it each time you have an option-set column (or status / status reason for that matter!). I've written a blog article to explain how. The beauty of it is any time you add or change option-set values in crm, just run the tool to synchronise and refresh your PowerBI dataset!

Enjoy,

Rob

[Greg_Deckler · Accepted solution]

My vote is CRM OData feed.

You could try an OData feed browser and see what you get:

https://www.microsoft.com/en-US/store/Apps/OData-Browser/9NBLGGH0JW49

If you get the same thing as you are getting with Power Query, good bet it is the OData feed.

[itelligent-i]

So it looks like the OData feed isn't providing the information

ah well... the attributes file will have to do ! 

[itelligent-i · Accepted solution]

To round this off.  The support team have confirmed that the Option Sets available via the PickListMappingSet table are static and there are no plans to change this at the moment.  I'm going to suggest this be an enhancement so if you're reading this then please fins the request in the feedback and add a vote 🙂