How to Display Two Option Set Field as Checkboxes in Dynamics 365: A Quick Tip

The Two Option Set field in Dynamics 365 is a common way for users to represent boolean values like Yes/No or True/False. By default, the field appears as a drop-down list with two options or a toggle button. However, to improve user experience, it is possible to customize the field to display as checkboxes instead. This option can be especially helpful in certain scenarios, allowing for more streamlined data entry and a more user-friendly interface.

To make a Two Option Set field in Dynamics 365 to checkboxes, follow these steps:

• Step 1: Navigate to the table where the Two Option Set field is located.
• Step 2:To open the form where the field is displayed, click on “Switch to classic” and proceed.
• Step 3: Click on the Two Option Set field to select it in the classic editor to open the Field Properties dialog. See the image in step 6.
• Step 4: In the ribbon of the dialog, click on Formatting. See the image in step 6.
• Step 5: In the Control Formatting section dialog box, select the Check box in the dropdown. See the image in step 6.
• Step 6: Click on “OK” to close the dialog box.

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More about Dynamics 365 Checkboxes

This quick tip will show you how to display two option set fields as checkboxes in Dynamics 365. This can be useful when you need to display multiple options to the user in an easy-to-understand format.

First, create a new field on the form and select the “Two Options” field type. This will give you a field with two options, displayed as a dropdown.

Next, open the field properties and change the “Display Style” from “Dropdown” to “Checkboxes”. This will change the field to display two checkboxes instead of a dropdown.

Finally, update the field labels to represent each of the checkboxes. This will make it easier for the user to understand what each of the selections mean.

Once you have completed these steps, the two option set field will now be displayed as checkboxes on the form. This will allow users to quickly and easily select the options they need without having to scroll through a long list of options.

Questions and Answers about Microsoft 365

• How do I create a checkbox field in Dynamics 365?

How to make a new check box questionnaire field in Dynamics 365?

• How can you configure two option set on form?

Add a new field and select the following properties:

• How do I create an option set in Dynamics 365?

On the left hand side of the solution window, click on Option Sets below Entities....Post coming soon!