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create a customiz view control

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Posted on by saifeddine

Hello,

I would like to create a customized view and link a button directly to a specific page that I’ve created. I don’t want to create a separate view and use JavaScript code to navigate to the page using a quick create form. Instead, I want the page to behave like the “Planning” page shown in the image below.

How can I achieve this?

Thank you!

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Microsoft Dynamics CRM

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Holly Huffman 6,554 Super User 2026 Season 1 on at

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Good morning, afternoon, or evening :) depending on your location!

To create a customized view control in Dynamics 365 and link a button directly to a specific page without using JavaScript for navigation, you can follow these steps:
1. Use Custom Controls for Views

Dynamics 365 allows you to apply custom controls to views, transforming how data is displayed.

You can configure a custom control to behave like the "Planning" page by modifying the view settings and adding interactive elements.

2. Create a Custom Button Using Ribbon Workbench

Install Ribbon Workbench in Dynamics 365.

Create a new solution and add the relevant entity.

Drag and drop a button onto the command bar or subgrid.

Assign a command to the button that links directly to your custom page.

Publish the solution to make the button available.

3. Modify the View to Include Navigation

Instead of using JavaScript, configure the view to include a direct link to your custom page.

You can achieve this by embedding a custom control that allows users to navigate seamlessly.

4. Use Editable Grid for Direct Interaction

If you want users to interact with the view directly, consider enabling the Editable Grid control.

This allows users to update records within the view without opening separate forms.

Hope this helps!

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CU15040451-0 4 on at

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To create a custom view and link the button directly to a specific page, you can use the Ribbon Workbench to add a navigation button to your custom page. Some adjustments need to be considered to avoid frequent errors.

gunspin

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Saif Ali Sabri 2,354 Moderator on at

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To achieve a customized view with a button that opens a custom page (similar to the "Planning" popup in your screenshot) without using a separate view or JavaScript quick create logic, you can replicate the behavior using a custom Page (Power Apps Custom Page) combined with a Ribbon button. Here's a complete step-by-step solution:

✅ Goal:
Create a button that opens a custom page (popup/dialog-like) in Dynamics 365, similar to the “Planning” activity page in your screenshot.

🔧 Solution Steps:

1. Create a Custom Page
Use Power Apps to design a custom page that serves as your form or dialog.

Go to Power Apps Maker Portal.

Navigate to Apps > Pages > New Page.

Choose Custom Page, give it a name (e.g., CustomPlanningPage).

Design the page as needed (you can use forms, data tables, lookups, etc.).

Save and publish.

2. Add Custom Page to Your Model-Driven App

In your Model-Driven app designer:

Select + Add > Page > Custom Page.

Choose your created custom page.

This ensures it is available within the app.

3. Create a Ribbon Button
Use the Ribbon Workbench (via XrmToolBox or Power Apps) to add a button to the appropriate entity (e.g., Incident, Activity, etc.).

Open Ribbon Workbench.

Load your solution that includes the entity.

Add a new button (e.g., "Open Custom Planning").

Set the Command to launch your custom page (next step).

4. Launch Custom Page as Dialog (Modal)
You’ll configure the button command to open the page in a modal dialog, like the Planning popup.
Use this JavaScript function:
javascript

function openCustomPage() {

    Xrm.Navigation.navigateTo({

        pageType: "custom",

        name: "your_custom_page_name", // use the unique name of your custom page

        navigationType: 2, // Modal

        target: 2, // Dialog

    }, {

        target: 2,

        position: 1,

        width: {value: 800, unit: "px"},

        height: {value: 600, unit: "px"},

        title: "Custom Planning Page"

    });

}
💡 Deploy this JavaScript as a web resource and attach it to the ribbon button using Ribbon Workbench.
5. Publish All Customizations

Save and publish everything in Ribbon Workbench.

Make sure the button appears in the context you want (form or list).

📌Result:
Clicking the button will open your custom page in a modal popup, similar to the Planning page in your screenshot — without needing to rely on quick create forms or extra navigation via views.

🛠 Notes:

You can pass data (like record ID) using entityId or extraParameters in the navigateTo call.

Custom Pages offer full flexibility: use Canvas app logic, connect to Dataverse, and apply conditions or logic for scheduling, etc.

Let me know if you want the page to pre-fill based on record data or need help configuring the command parameters for context-sensitive behavior.

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create a customiz view control

✅ Goal:

🔧 Solution Steps:

1. Create a Custom Page

2. Add Custom Page to Your Model-Driven App

3. Create a Ribbon Button

4. Launch Custom Page as Dialog (Modal)

5. Publish All Customizations

📌Result:

🛠 Notes:

Helpful resources

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Community site session details

create a customiz view control

✅ Goal:

🔧 Solution Steps:

1. Create a Custom Page

2. Add Custom Page to Your Model-Driven App

3. Create a Ribbon Button

4. Launch Custom Page as Dialog (Modal)

5. Publish All Customizations

📌Result:

🛠 Notes:

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Meet the Microsoft Dynamics 365 Contact Center Champions

Congratulations to the March Top 10 Community Leaders

Subscribe to this forum!

Select categories

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Featured topics

Product updates