Account Form Pop Window

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Hi All,
Please Suggest as I am new in Dynamic 365 . the senario is when the new button on Account will be clicked then pop up will show with 3 radio button of Account Form
1)Account_org
2)Account_Site
)Account_Franchise

When we will selected any one then them it will save the record which is associated with it .

Thanks & Regard

Abhishek Mishra

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gdas 50,091 Moderator on at

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Hi Abhishek ,

You need to follow below steps -

- Install Ribbonworkbench if you don't have.

- Create a test solution and add the Account entity over there , make sure while adding the Account entity choose do not add required component.

- Open Ribbon workbench and choose the solution.

- In the Ribbon workbench In the Home Grid Area select New button.

- Right click and hide the button.

- Create an new button and give the name NEW and in the command action include JS library with JS function where you need to write your logic.

- Now in the action method fire OpenEntityForm with new window.

docs.microsoft.com/.../jj602956(v=crm.8)

- Do Publish

- You can design your form accordingly and add your save logic in the onsave function of account entity form.

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Thanks for reply . please suggest me the js code .

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gdas 50,091 Moderator on at

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Hi Abhishek ,

Try to start writing code yourself , I have already shared the reference in the above . We will be help you once you can write something yourself and stuck in some point .

So please start writing code and above reference have everything.

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<html lang="en">

<head>

<script type="text/javascript">

function ContinueButton() {

var parameters = {};

parameters["formid"] = "test";

Xrm.Utility.openEntityForm("account", null, parameters);

var windowOptions = {

openInNewWindow: true

};

Xrm.Utility.openEntityForm("account",null,null,windowOptions);

}

</script>

</head>

<body>

<form id ="test">

<input name="test" type="radio" id="AccOrgID" value="C542DC53-2E8D-4C92-9DB8-3556A8BE234D"/> Account Org

<input type="radio" id="AccSiteID" name="test" value="ACDAEB35-5E9C-49BB-A15F-B40959487B92"/> Account Site

<input type="radio" id="AccFranId" name="test" value="F5262F1B-7747-4BBE-AF3C-99BE573661AD"/> Account_Franchise

<div class="modal-footer">

<button type="button" class="btn btn-danger" onclick="ContinueButton();" >Continue</button>

<button type="button" class="btn btn-danger" data-dismiss="modal">Close</button>

</div>

</body>

</html>

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