Build a Modern Popup Dialog in Dynamics 365 Using Ribbon Commands and JavaScript

Introduction

Have you ever wanted to give your Dynamics 365 users a rich, custom experience directly from an entity form without navigating away from the record? In this blog, we walk you through how to build a custom popup dialog that opens when a user clicks a ribbon button on the Account form. The dialog allows users to create a new Task record that is automatically linked to the Account they are viewing, without ever leaving the form.

This solution uses three pieces that work together: a JavaScript web resource that reads the Account context and opens the dialog, an HTML web resource that renders the popup UI and calls the Dataverse Web API to create the Task, and a ribbon command configured via the Command Designer that wires the button to the JavaScript function.

By the end of this guide you will have a fully working Create Task button on the Account command bar that opens a clean, validated popup form and saves the Task directly to Dataverse.

Business Scenario

Sales and service teams often work on Account records in Dynamics 365 and need to quickly assign follow-up tasks without breaking their workflow. The standard New Task button navigates the user away from the Account form, causing context loss.

The goal is to add a dedicated Create Task button to the Account command bar. When clicked, it opens a modern popup where the user can fill in task details. On submit, the task is created in Dataverse and automatically associated with the Account through the Regarding field. The Account form timeline refreshes immediately to show the new task.