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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Create a Modal in CRM
Microsoft Dynamics CRM (Archived)

Create a Modal in CRM

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Posted on by Community Member


Hello good afternoon.

What would be the steps to follow to make a floating window (modal) when making an action within an entity form.

Thanks in advance I'm relatively new using CRM.

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  • Suggested answer
    Kalpavruksh D365 CoE Profile Picture
    Kalpavruksh D365 CoE 2,545 on at
    RE: Create a Modal in CRM
    Hi,
     
    It is not possible (supported way) to create a custom floating Window in CRM/D365. There is another option which looks like a Model Popup. If you have a Business Process Flow, then you can place a button to call your custom action. The window will look like a model pop up.
     
    Your input parameters to a custom action will present to you like a pop-up window.
     
    Please find the links below:
    1. https://www.aegisinfoways.com/articles/d365-v9x-execute-action-workflow-from-the-business-process-flow-as-an-action-step.html 
    2. https://www.inogic.com/blog/2019/03/trigger-workflow-action-from-business-process-flow-stage-dynamics-365/
    3. https://docs.microsoft.com/en-us/business-applications-release-notes/april18/microsoft-flow/add-action-business-process-flow
  • Suggested answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,188 Moderator on at
    RE: Create a Modal in CRM

    Hi Angel,

    Modal windows as previously available have been deprecated.

    The new way to open a Modal window is using the Xrm.Navigation.openWebResource method. See link below.

    docs.microsoft.com/.../openwebresource

    Hope this helps.

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,025 Super User 2025 Season 1 on at
    RE: Create a Modal in CRM

    Hi Angel David Cordova Rosario,

    First, you need to decide what action you want to occur before the window appears. You can display the window using the methods in this forum topic.

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