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Customer experience | Sales, Customer Insights,...
Answered

Missing "+NEW" option in lookup view

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Posted on by 285

Hi, I am using Dynamics 365 Online and have created a custom entity. I have used that custom entity as a new lookup field for it in Leads form.

But I am unable to see the "Add New" option in that lookup field.

As per the doc https://docs.microsoft.com/en-us/dynamics365/sales-professional/use-lookup-fields-forms#types-of-lookups the option depends on permission. I already have the System Admin role.

How can I fix this?

 6840.Missing-New-option.JPG

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  • Verified answer
    Mustafa Sabir Profile Picture
    Microsoft Employee on at

    Hi,

    Could you please confirm if the "New button" is missing in Classic UI as well?

    If this is working in Classic UI then possibly the "Read-only in mobile" setting is enabled for this custom entity.

    Please check the below setting and ensure that it is unchecked.

    pastedimage1579586455803v1.png

    Regards,

    Mustafa Sabir

    Support Engineer- Microsoft Dynamics CE

  • nidnani Profile Picture
    285 on at

    Thank you so much, Mustafa. It worked. I was looking at the wrong spot before. Sergio from this post helped me to look at the right spot. 

    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/377823/import-solution-from-on-prem-dynamics-crm-2016-to-d365-online-version/1003870#1003870 

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