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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to add custom butt...
Customer experience | Sales, Customer Insights,...
Suggested Answer

How to add custom button in lead form?

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Posted on by nidnani 285

Hi, I am using D365 Sales Online and I want to add a "create" button for a custom entity. How can I do it? 

Add a new Create button in Lead form ribbon and load it with JavaScript???

If yes then what javascript is required? new to the development please help.

Can anyone please provide any tutorial or steps on how to achieve it?


In simple words, as soon as the user changes Lead Status to sold I want them to create a new custom order in dynamics. How can I achieve it? 

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  • Suggested answer
    Sumeet_MSFT Profile Picture
    Sumeet_MSFT Microsoft Employee on at

    Hello Idz,

    You can Ribbon workbench of Dynamics 365 to create button on the Lead Entity and as per your requirement you can create a web resource with the Jscript show and hide the button.

    You will need to download the solution and import it in your Dynamics instance.

    https://www.develop1.net/public/rwb/ribbonworkbench.aspx

    Please find the article to get started with Ribbon Workbench

    https://ribbonworkbench.uservoice.com/knowledgebase/articles/71374-1-getting-started-with-the-ribbon-workbench

    Hope this helps.

    Best regards,

    Sumeet_MSFT

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • nidnani Profile Picture
    nidnani 285 on at

    Hi Sumeet_MSFT, I am using d365 Sales online. Will this work for it?

  • Suggested answer
    Sumeet_MSFT Profile Picture
    Sumeet_MSFT Microsoft Employee on at

    Hello Idz,

    Yes it will work on Dynamics 365 Sales App.

    Hope this helps.

    Best regards,

    Sumeet_MSFT

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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