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Microsoft Dynamics CRM (Archived)

Enable the +New button in the Lookup view of the Dynamics 365 portal

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Posted on by 55,410

Hi All,

I am currently working on customer service portal and have a requirement to add a +New button on the contact lookup similar to what we have in partner portal. See below screenshot-

2541.new.png

I have added the correct permission but still the button is not visible.

Is this functionality only available on partner portal?

Please suggest.

*This post is locked for comments

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Enable the +New button in the Lookup view of the Dynamics 365 portal

    4863.entity-form-metadata.PNGlookup-form.PNG

    If you use the Entity Form Metadata for the entity form that houses the lookup, you can select the attribute (lookup field) and then at the bottom of the entity form matadata form, you can select an entity form for creating a new record. Hope this helps!

  • Verified answer
    SOUNDHARYA.N.V Profile Picture
    SOUNDHARYA.N.V 165 on at
    RE: Enable the +New button in the Lookup view of the Dynamics 365 portal

    Hi Ravi,

    Please follow below link to get the "new button" it worked for me.

    https://www.adoxio.com/blogs/team/Create-new-entity-record-from-within-Lookups/

    Please like if it helps you.

  • Suggested answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: Enable the +New button in the Lookup view of the Dynamics 365 portal

    Yes Ravi it is available only for the partner portal solution for adding customer records and to create leads and opportunities . It is not available to community portal or custom portal solutions. Because partner portal is paid for each individual users rather community and custom portal is free.

    Hope this helps

  • RE: Enable the +New button in the Lookup view of the Dynamics 365 portal

    any luck with "New" button on lookup window?

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Enable the +New button in the Lookup view of the Dynamics 365 portal

    Hi Tino,

    This is inbuilt functionality of partner portal and I am trying to implement the same in customer service portal. So far no luck :( but still trying :)

    Thanks,

  • Tino Rabe Profile Picture
    Tino Rabe 650 on at
    RE: Enable the +New button in the Lookup view of the Dynamics 365 portal

    Hi Ravi,

    that is very interesting!

    I have not seen that functionality in a lookup dialog before.

    Where did you find it?

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Enable the +New button in the Lookup view of the Dynamics 365 portal

    Still looking for some inputs.

    Please suggest!

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