Integration of flyout popup in the ribbon button

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Posted on by Saratha

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I am using Dynamics 365 V9 online instance. In the quote entity, I would like to integrate flyout popup. For eg, during creation of order from quote, in "Create Order" ribbon button, core dynamics customized the pop up to capture the details of opportunity close, actual revenue and so on. As same as, during click the button, it should capture currency lookup field value and exchange rate decimal value and one process button. After enter the currency and exchange rate, if we click the process button, I would like to download the report regarding the currency value. Is it possible. Dialog process is deprecated in V9. Other than this, can I achieve any other components.

Kindly find below the screen shot of order create from quote. Like this, I would like to create my own custom pop up.

Categories:

Quotes / Orders / Invoices

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LuHao 40,872 on at

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RE: Integration of flyout popup in the ribbon button

Hi Saratha,

I‘d like to recommend you to use this tool:

https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/posts/new-fully-customizable-dialogs-in-dynamics-365-with-alert-js-3-0

If you don't use tools, you have to use HTML/ CSS page and add them as a web resource in CRM. Once added, you can add you own custom button and open you web resource.

But this is not a quick and easy way, I believe you need to put a lot of effort into it.