Tip #1047: When in Doubt, Go Global (With Option Sets)

This is a lesson I have learned the hard way so take my bitter experiences and consider it wisdom derived from idiocy. The lesson is simple. When creating an option set, unless you are ABSOLUTELY certain you do not need to, make it a global one. Even if you are absolutely certain, make it global […]

Tip #409: Make Tip #380 work for option sets

In tip 380, Adam Vero explained how to make a chart sorted by the aggregate sum or count. This is a great tip, except it didn’t work for one of my clients when the chart was grouped by an option set. Perplexed, I tweeted The CRM Chart Guy. He acknowledged that this was an issue, […]

Tip #214: What to do if your option set won’t drop down

In Dynamics CRM 2013 or 2013 SP1, sometimes you will find that an option set won’t drop-down when you click on it. It doesn’t happen every time, but occasionally, when you click on the option set with your mouse, the option set will not drop down, but you can toggle through the options with your […]