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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Adding a custom button...
Microsoft Dynamics CRM (Archived)

Adding a custom button in Dyn Portal lookup dialog

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Posted on by Karuna Karan 1,212

Hi All,

Fairly new with the features of Dyn 365 Portal, so need your help in doing a customization. I have this New Case Form where there is a lookup field. User will search for a specific record, if not available then should be able to create a new record by clicking the custom button. Kindly of, how we create records in Dyn365 by clicking the small +New button in the lookup.

Portal-Lookup-dialog.png

Any help would be appreciated.

Regards

Karuna

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  • Suggested answer
    Andreas Cieslik Profile Picture
    Andreas Cieslik 9,267 on at

    Are the entity permissions set up that way it is allowed to create new account records?

    Also important is the configuration of the entity list, check out this article:

    nishantrana.me/.../configuring-view-and-item-actions-for-entity-list-in-portal-in-dynamics-365

  • Karuna Karan Profile Picture
    Karuna Karan 1,212 on at

    First of all I couldn't find the Entity Form that comes up when i click the Account lookup. And I wont add any Entity permissions, this is a dev environment. I need to know how to customize this lookup form.

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