Choice fields, or option sets, in Dynamics 365 Customer Engagement provide a convenient way to present a list of predefined choices to users. By default, any lookup field in Dynamics 365 will show recently used items to select from. While this feature is helpful for quick access, there are scenarios where you might want to disable recent items from appearing.

This post will guide you through the steps to disable recent items in option sets, ensuring a cleaner and more controlled user experience. Whether you are an admin or a developer, this tutorial will equip you with the knowledge to tailor the Dynamics 365 environment to better suit your organization’s needs.

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Step-by-Step Guide to Disabling Recent Items in Option Sets

1. Go to the Maker Portal.
2. Select your environment (1), then open a solution file (2). Next navigate to the table (3) and forms (4).
   
3. Open the form designer. Highlight the choice field and find the display option on the right-hand panel. Check the box next to “Display most recently used items.”
   
4. Click Save and publish at the top.
   

Final Thoughts

By following these steps to disable recent items in option sets, you can enhance the clarity and usability of your Dynamics 365 Customer Engagement interface. This adjustment not only streamlines the user experience but also reduces the potential for incorrect information to be selected. Tailoring the environment in this way ensures that selections are deliberate and relevant, ultimately leading to more efficient and accurate data entry, benefiting both users and the organization as a whole.

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