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Recently I had a requirement where my customer wanted to put a Cancel button in the registration screen of Dynamics 365 Portal. To explain the requirement, the OOB screen looks like below.
What my customer wanted was to place the Cancel button beside the Register button. So that when he clicks on the Cancel button, it should throw the user back to the login page.
So let’s see how to do it.
Step 1: Create a content snippet
Go to settings –> portals –> content snippets
Create a content snippet with Name = Account/Register/PageCopy and Type = HTML. Check for the below screenshot
Save the record.
Step 2: Write the content of the HTML to render the Cancel button
Copy and paste the below in the Value (HTML) field
$(document).ready(function () { $submitButton = $("#ContentContainer_MainContent_MainContent_SecureRegister").find("#SubmitButton"); $submitButton.parent().append("<input type='button' id='btn_cancel' class='btn btn-primary' value='Cancel' />"); $("#btn_cancel").click(function () { window.location.href = "https://xrmforyou.microsoftcrmportals.com"; });
});
There is one trick here. If you just Copy/ Paste the above code in the HTML field, it will render as text on the Registration Page.
So the trick is to follow the below steps before copy/ pasting the above code.
Click on the Source Icon as highlighted below. Once you click, it becomes a HTML editor.
Now copy and past the above code.
Save and refresh your portal.
Hope this helps!
Debajit Dutta
(Dynamics MVP)
For corporate training/ consulting, please write to us at info@xrmforyou.com
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It does not work Sir.
what is not working? button is not displaying or your script is rendering as text? did u trying putting in the debugger and check.
Sir, Button is not displaying. i have n sales order for rendering from crm and on that form i have few custom button on top. As portal is not showing those button which are in crm form, so i need to put custom button in portal. I created content snippet and in that i cant see html tag as you highlighted. And i just dont see design of button. I will send screen shot, please share email sir.
this is the code under html tag in content snipets sir.
Kindly let me know, if m i doing any mistake, i cant see the design.
”
$(document).ready(function () {
$submitButton = $(“#ContentContainer_MainContent_MainContent_SecureRegister”).find(“#SubmitButton”);
$submitButton.parent().append(“”);
$(“#btn_cancel”).click(function () {
window.location.href = “https://xrmforyou.microsoftcrmportals.com”;
});
});
“
what I understand is you are trying to insert the button in the entity form and not on the registration page. $(“#ContentContainer_MainContent_MainContent_SecureRegister”).find(“#SubmitButton”); this code many not work at all since there may not be any html element with the same id on the form where your code is executing. This code only works on the registration form of portals
How can i put custom button on the form? which pages need to be considered sir?
can you guide us, how anyone can place any custom button on portal from scratch, it will help lot of people.
Even i managed to get ‘Cancel button’ desig with html tags. But i have no idea how should i connect content snippet to my portal form.