Friday, January 28, 2011

MSCRM: Working with the Pick List Attribute

In the Navigation Pane, click System Settings, click Customization, and then click Customize Entities:

  • Open the entity you want to edit.
  • Under Details, click Attributes.
  • Click the Type column to sort and group attributes by type.
  • Locate the picklist attribute and double-click it to open it.
  • To position options individually, in the Type column, select the option and click Move Up or Move Down.
  • To sort all options alphabetically, in the Type column, click Sort Ascending or Sort Descending.
  • Click Save and Close to close the attribute form.
  • Click Publish.

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