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

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Posted on by 115

Hi All,

How to enable the +New button in the Lookup view of the Dynamics 365 portal like in the crm.

Portal-Lookup-dialog.png

Thanks & Regards,

Nandhini M

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  • 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.

    7713.lookup-form.PNG

    7713.lookup-form.PNG

    With the Partner Portal solution, you can use Entity Form Metadata to enable the "New" button. See Attached Images. Hope this helps!

  • Inksrm Profile Picture
    Inksrm 719 on at
    RE: Enable the +New button in the Lookup view of the Dynamics 365 portal.

    Thanks Arpit! Lifesaver!

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

    Thanks a lot Arpit. This is exactly what I was looking for from last couple of months.

    It is working perfectly.

    Many Thanks

  • Arpit Shrivastava Profile Picture
    Arpit Shrivastava 7,518 User Group Leader on at
    RE: Enable the +New button in the Lookup view of the Dynamics 365 portal.

    You're welcome Ravi! Thank you so much for your feedback.

    Cheers

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

    Hi Arpit,

    Thanks for the post. Amazing stuff :)

    I have now started to believe that if there is anything which is not documented/ possible to do by following MS Documentation the it must be available in your blog.

    Keep it up mate :)

  • Suggested answer
    Arpit Shrivastava Profile Picture
    Arpit Shrivastava 7,518 User Group Leader on at
    RE: Enable the +New button in the Lookup view of the Dynamics 365 portal.

    Hi Nandhini,

    I have written an article to add custom or 'New' button in Lookup Dialog. Please go through the same:

    http://arpitmscrmhunt.blogspot.in/2018/02/enable-new-button-in-lookup-view-of.html

    If found useful, please mark the answer as verified.


    Cheers
    Arpit
    https://arpitmscrmhunt.blogspot.com

     

  • Suggested answer
    Ak Negi Profile Picture
    Ak Negi 320 on at
    RE: Enable the +New button in the Lookup view of the Dynamics 365 portal.

    Hi Nandhini

    please follow the instruction given in below link

    www.adoxio.com/.../Create-new-entity-record-from-within-Lookups

    Thanks

    Arun Singh Negi

  • 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.

    There is no OOB feature but you can add custom button the template and write jQuery achieve this

  • Nicholas Hayduk Profile Picture
    Nicholas Hayduk 2,863 on at
    RE: Enable the +New button in the Lookup view of the Dynamics 365 portal.

    There is nothing out of the box for this.  If that type of functionality is a requirement, it is possible to build it using a custom JavaScript, but it would be significant effort.

  • Inksrm Profile Picture
    Inksrm 719 on at
    RE: Enable the +New button in the Lookup view of the Dynamics 365 portal.

    Has anyone figured out how to do this? This would be very useful for a lot of people!

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