To add values in “Relationship” Optionset
- To add values in Relationship Optionset, Firstly click on ‘Sales’ on default Page of Dynamics365.
- Go to Settings à Customizations as shown below:
- Click on Customize the System.
- A new window will open. Click on Option Sets.
- Now, double click on Relationship Option Set.
- Click on the + sign to add the value in Global OptionSet as shown in the picture below:
- Set the label of new value and repeat these steps (step no.6 & 7) to add more values.
- Click on Save Button.
- After Save, Click on the Publish button to publish the changes and close the window.
- You are done with adding values to the Relationship OptionSet.
Now, you can see the dropdown values on the form. - Open the “Collateral Contact Parent Role” to see the Relationship field’s changes.