Easily Show List of Entities as an Option Set on UCI Dynamics 365

By | January 9, 2019

Introduction:

Recently while working in Dynamics 365, we noticed that autocomplete functionality is not working on UCI but it is working properly on the Web. So after some research and play around we found a solution for this problem to show the list of entities.  Let’s see how!

There is one control named “CC_EntityOptionSet_Name”, by using this control we can show the list of entities on UCI, Phone and Tablet.

Let us see an example to understand how we can add Control (CC_EntityOptionSet_Name) to a field for an entity list;

In the following example, we want to add the CC_EntityOptionSet_Name Control to a custom string field, ‘Entity Name’ on the Account entity.

1. We will first add a string field as ‘Entity Name’ on the Account entity form and click on Change Properties;

Easily Show List of Entities as an Option Set on UCI Dynamics 365

2. We will now add the ‘CC_EntityOptionSet_Name’ control,

Easily Show List of Entities as an Option Set on UCI Dynamics 365

3. To use this control, select all options as shown below to show the list of entities on UCI, Phone and Tablet

Easily Show List of Entities as an Option Set on UCI Dynamics 365

On the Dynamics 365 UCI, Mobile and Tablet app, user can now select the particular entity name from the list of entities as seen below;

Easily Show List of Entities as an Option Set on UCI Dynamics 365

Conclusion:

The CC_EntityOptionSet_Name Control filters a list as an option set and allows you to select a value from the drop-down list rather than typing whole text. It is helpful for users to save time while entering data on the Dynamics 365 UCI, Mobile and Tablet app.

3 thoughts on “Easily Show List of Entities as an Option Set on UCI Dynamics 365

  1. Serf

    I don’t quite get this.

    For which field type is this control available?

    I implemented Countries in Dynamics as Custom Entity – so noone can do Typos or create new countries – because default is just a single line of text.
    Can I use this Control to make the Custom Entity look like an Option Set field?

    Thanks!

    Reply
    1. Inogic Post author

      It is available for only Single Line of Text field and you can check it by yourself. It will show you this control when you add custom or OOB control to the field as shown in the screenshot below:

      Single Line

      And as you said you did not get this, this is a OOB PCF control which you can use to show the all entities in list format and when user selects any entity it will capture the logical name of that entity. And yes, you cannot use this (CC_EntityOptionSet_Name) control for showing the countries but you can have your own custom PCF control by adding it from PCF Gallery here to cater to your requirement.

      Hope this helps.

      Thanks!

      Reply

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