How to Display Two Option Set Fields 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.

Image showing how to navigate to the classic form editor in Dynamics 365 / Power Platform.

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…