Searchable: Generally, choose “Yes” (this makes the column appear in Advanced Find).This is generally good for reporting, and prevents the risk of the user forgetting to enter it.Ĭhoosing “Recommended” means that the system can a create a popup to remind the user to enter it, but will allow the user to bypass it. Required: You can choose “required,” “recommended,” or “optional.” Choosing “required” means your user must enter data in this column to create a record.Select Columns, either through the left pane, or on the info page itself.Locate the table (previously called an entity) that you wish to add your column within.If you can create columns in your CRM, you likely have the permissions to create choices. You can also jump to the video version of these instructions. It replaces the old method of multi-select option sets. This is the new, correct way to create choice columns in D365. Multi-select option sets, now known as choice columns, work the same no matter which of those apps you’re using. In some contexts, you may also see those products referred to as “Customer Engagement” or “CE” apps. Note: There are now 5 different Dynamics 365 apps that serve various CRM needs. Limitations of Multi-Select Option Sets.Multi-Select Option Sets vs Choice Columns: New Interface and Naming.What Are Multi-Select Option Sets (aka Choice Columns)?.How to Create Multi-Select Option Sets (the Old Way).How to Create Choice Columns (the New Way).Below you’ll find instructions for both the new and the old interface.

Microsoft has changed the interface and naming for multi-select option sets, now calling them choice columns, and placing the controls within the Power Platform. They allow users to pick multiple values from a list for any data that can be captured within a set of options. Multi-select option sets, now known as choice columns, in Dynamics 365 CRM solutions can streamline data entry.

Another word for option or choice