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Customer experience | Sales, Customer Insights,...
Answered

New button is missing on Contact lookup

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Posted on by 87

Hi All,

I have a contact lookup field on my case form. When I click the contact lookup, +New button is missing for the field. I have checked with the create privilege for contact and also quick create abilities for the entity. I do have another lookup field for contact on case form, for this button, new button is available. I am not sure if I am missing something.

Below is the field for which new button is missing.

New-missing.PNG

Below is the another contact lookup for which new button is available.

New-Present.PNG

Please help.

Thanks in advance.

I have the same question (0)
  • Verified answer
    Mustafa Sabir Profile Picture
    on at
    RE: New button is missing on Contact lookup

    Hi Amrita,

    I have had similar issue in the past from one of our customers. As confirmed by Microsoft Product team, this is by design on a case entity and user can select only existing contacts. They also have a feature request in place for this behavior and it will be available in one of the future releases.

    Thank you!

    Mustafa Sabir

    Microsoft Dynamics CE Support Engineer.

  • Suggested answer
    Mustafa Sabir Profile Picture
    on at
    RE: New button is missing on Contact lookup

    Hi Amrita,

    Just a quick update-

    Upon checking on this feature request, I found this would be available in the build 9.1.0.12515. 

    Thanks,

    Mustafa Sabir

    Microsoft Dynamics CE Support Engineer.

  • Amrita P Profile Picture
    87 on at
    RE: New button is missing on Contact lookup

    Hi Mustafa,

    Thanks for the help, really appreciable.

  • Ashish - CS Profile Picture
    15 on at
    RE: New button is missing on Contact lookup

    Hi Muhammad,

    The latest build has been applied to ours and our client environments.

    Database version

    9.1.0.17151
    However, this is still an issue. Is there any specific fix/setting that is required to be enabled for this?
    Many thanks,
    Ashish
  • Suggested answer
    Mustafa Sabir Profile Picture
    on at
    RE: New button is missing on Contact lookup

    Hi Ashish,

    The +New button on contact lookup is available now on Case main form. However, this is still not available on Quick Create form due to some other control issues.  If there is a need of +New button on this lookup in Quick Create form, you may create a custom lookup field and add it to Quick create form.

    Thanks,

    Mustafa

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