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.

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