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Create new record from lookup field with bypassing the search dialog

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Posted on by Tino Rabe

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Hi,

I want to create a new record from a lookup and bypass the search dialog.

I have followed this documentation: http://kunaltripathy.com/2017/11/27/dynamics-365-portals-create-new-entity-record-within-lookups/

It works perfectly fine and I can see the "New" button on the search dialog for the lookup field.

Next step in my desired scenario is not to show the search dialog.

Instead I want to call the record creation entity form directly from the the lookup field.

Does anyone have an idea on how to achieve this?

Thank you an best regards.

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Drew Poggemann 9,079 on at

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RE: Create new record from lookup field with bypassing the search dialog

Hi Tino,

I would look at the following: www.daisychubb.com/.../make-a-custom-button-web-resource-htmljavascript-in-microsoft-dynamics-crm

You should be able to use this approach and create a web resource to populate fields of your new entity or even open that main form if you would like.

Hope this helps.
Mahendar Pal 45,095 on at

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RE: Create new record from lookup field with bypassing the search dialog

Hi,

There is no direct method available for this, so you can try playing with JQuery.

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