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filteringdynamics-crmdynamics-crm-onlinedynamics-crm-2016

Dynamics crm filter state drop-down based on country selection


I am using Microsoft's dynamic crm 2016 online.

I have two drop-downs, one for country and other for states. I want to map states drop-down with country so that once user selects a country, only related states appears as option.
how can this be achieved via crm without using Javascript.

I have tried one approach mentioned here but couldn't able to add data as mentioned in 8th step because in my crm i was not able to see 'Extensions' option mentioned in 8th step.

A step by step solution will be highly appreciable as I am new to Dynamics crm.


Solution

  • Do you want to do dependent pick lists (option sets), or dependent lookups?

    Lookups, i.e. links to other records. Using the link you provided looks like it would work. In terms of step 8, this

    navigate to Settings → Extensions → Categories. Add all of the new Categories necessary.

    Can be read as "navigate to your entity and create your records". Extensions may or may not appear based on which entity you are using and where you have placed it in the site map. The navigation doesn't matter however, the important bit is to just create the records.

    Pick lists (option sets), i.e. a static drop down. I believe this is only possible with code. An example can be found at Sample: Create dependent OptionSets (picklists).