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

Hello Everyone,

I have been seen a lot of people were finding a way or solution to add a custom button or \’New\’ button inside Lookup dialog in order to create a new record directly from Portal if not found in lookup Search result.

Here are the few links where it has been asked:

https://community.dynamics.com/crm/f/117/t/244076

https://community.dynamics.com/crm/f/117/t/246265

Here is the code I have written to achieve the same:

// Calling of Function

AddNewButton_InLookupDiaog(\’customerid\’,\’Select\’,\’customeridNewBtnId\’,\’Add New\’,\’~/create-account\’,\’Authenticated\’);

// lookupfieldScehmaName = schema name of lookup field
// NewButtonPosition = Position, where you want to place the \’New\’ Button inside Lookup Window
// NewButtonId = Id of New Button, Make sure this should be unique
// NewButtonText = text to display of New Button
// NewButtonActionURL = Provide webpage partial URL or the page where you want to redirect the user in order to create new record
// Webrole = Role to which \’New\’ button should be visible. If passed \’Authenticated\’ then \’New\’ would be visible to Authenticated Users only.

// Function Definition

function AddNewButton_InLookupDiaog(lookupfieldScehmaName,NewButtonPosition, NewButtonId,NewButtonText,NewButtonActionURL,Webrole)
{
var loggedInUserRole = \'{{user.roles}}\’;

if(loggedInUserRole.indexOf(Webrole) == -1){
    return;
}
var elementId = lookupfieldScehmaName+\”_lookupmodal\”;

$(\”#\”+elementId).closest(\’table\’).on(\”loaded\”, function ()
{
var IsAddNewButtonAdded = $(\”#\”+NewButtonId).length;

// If button is not added then add the button
if(IsAddNewButtonAdded == 0)
{
$(\”#\”+elementId).find(\’button:contains(\”\’+NewButtonPosition+\’\”)\’).before(\'<button id="'+NewButtonId+\’\” aria-label=\”New\” class=\”primary btn btn-primary\” tabindex=\”0\” title=\”New\” type=\”button\” onclick=\”NewButtonAction(\’+\”\’\”+NewButtonActionURL+\”\’\”+\’)\”>\’+NewButtonText+\’\’);
}
});
}

function NewButtonAction(redirectionURL)
{
window.open(redirectionURL,\’_blank\’);
}

Demo:

Log in to CRM Portal :

We are going to add a \’Add New\’ button in \’Customer\’ Lookup Dialog:

Press F12 or Inspect to get the Schema name of the lookup field. You can check the schema name of the field from CRM also from Form Customization :

Add code to Add Add \’New\’ button in Customer Lookup Dialog :

Open Web page > Go to Advanced Tab > Custom Javascript and paste the given code as mentioned below:

Output :

Once clicked on \’Add New\’

Let\’s have a look all the Parameters one by one:

Parameter 1 – lookupfieldScehmaName:

For Example, It\’s value =  \’customerid\’

Parameter 2 – NewButtonPosition:

For Example, It\’s value =  \’Select\’

Parameter 3 – NewButtonId:

For Example, It\’s value =  \’customeridNewBtnId\’

Parameter 4 – NewButtonText:

For Example, It\’s value  = \’Add New\’

Parameter 5 – NewButtonActionURL:

For Example, It\’s value =  \’~/create-account\’

Parameter 6 – Webrole:

For Example, It\’s value = \’Authenticated\’

Note – 

• To add \’New\’ button in multiple lookups on the form, you just need to call the function again with required parameters of each lookup. The Function definition will remain same.

• Make sure you are providing the unique Id for each button (\’New\’) for every lookup dialog.

Please do not forget to share your feedback:

Cheers 😎

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