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+'</button>');
}
});
}

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 😎