(English) Dynamics CRM: Adding a Country/Region option set using ISO 3166-1

Jun 10, 2011   //   by Pedro   //   Dynamics CRM  //  10 Comments

Desculpe, mas esta página está disponível somente em English.

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10 Comments

  • ablaviation %d 03UTC %B 03UTC %Y at 20:37

    Hello Pedro,
    If you already have the field country/region as text and have records already in the database, how can you change the filed to an option set?
    Thank you

    Reply
    • pmdci %d 04UTC %B 04UTC %Y at 12:35

      Hi ABL,

      Thank you for the reply. There are two ways that I can think of from the top of my head:

      1. Mass-edit of multiple records: You can filter or sort the view of your records (e.g.: accounts or contacts) so you can select all the appropriate records, click the edit button and select the appropriate country/region from the drop-down menu you have added. I did this once for a system with about 2,000 records and it took me about 10 minutes.

      2. Process (dialog or workflow): You could create a dialog or on-demand workflow to go through your records and set the appropriate country/region.

      The other option would be to export to Excel and then use the import tool in Dynamics CRM to update your records. To to this you must import the records to include their UID string. There is an article about Dynamics CRM 4 that explains how to do it. I reckon the process will be similar in Dynamics CRM 2011 (if anything it would be simpler since the import functionality has been greatly enhanced in the current version). http://www.crmsoftwareblog.com/2010/05/using-the-…

      Hope it helps!

      Cheers,
      P

      Reply
  • ablaviation %d 04UTC %B 04UTC %Y at 16:39

    Thank you very much Pedro.
    For the workflow option, how can you run the workflow on the already existing accounts?
    kinldy,

    Reply
    • pmdci %d 04UTC %B 04UTC %Y at 19:49

      Hi.

      In this case you want to create a workflow that doesn't start automatically when a record is created or updated. You want a workflow that can be run on demand. You can set this option when you create the workflow.

      When looking at the list of your records for the entity in question, you must then click on the Run Workflow button and select the workflow you created.

      Reply
  • ablaviation %d 04UTC %B 04UTC %Y at 21:27

    Thank you very much for your kind help.

    Have a great day,

    Reply
    • pmdci %d 14UTC %B 14UTC %Y at 17:04

      Hi ABL,

      Just one point.

      You might want to keep the original country/region fields in your forms and just hide them by default. The idea is that you can populate the value of the original country/region field with the text value of the option set you have added. You can easily do this with a jScript.

      The idea behind this is to allow reports and other third party applications you might want to integrate with Dynamics CRM (eg: Google Maps, or Microsoft Bing Maps) to be able to easily read the country/region information.

      Reply
  • Dave %d 06UTC %B 06UTC %Y at 15:30

    Did you ever export that solution for attaching to this post?

    Reply
    • pmdci %d 06UTC %B 06UTC %Y at 15:37

      Dave,

      This is something I am working on this week. I am finishing the Part 2 of my sales pipeline post (95% done). I promise that my next bit will be to export the Option Set.

      Thank you for your patience and sorry for the delay! :-p

      Reply
  • Corbett %d 01UTC %B 01UTC %Y at 17:03

    Anyone have a good idea on how to create the option set with hundreds of countries without having to manually enter each of them in?

    Reply

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