Credits to : https://www.linkedin.com/in/asad-sarwar-72307b24a/
This is a requirement in Microsoft Dynamics 365 CRM that’s surprisingly hard to find documentation for — so sharing it here to help others in the community.
The requirement:
Disable the “+ New” inline create button that appears inside lookup dropdowns.
The business didn’t want users creating new records directly from the lookup field. The catch is that users want this removed only from the look-up view and not via the form. Hence we can’t actually control this via the Security Role privilges.
Most people assume this is not configurable… but it actually is!
And you don’t need JavaScript or unsupported hacks.
=> Solution: Using XrmToolBox → Form XML Editor
Load the form using Form XML Manager
Locate the lookup field inside the form XML
Inside the <parameters> node, add this line:
<IsInlineNewEnabled>false</IsInlineNewEnabled>
Save → Publish the form
And just like that — the “+ New” button disappears from the lookup dropdown.
🎉 Why Share This?
This setting is not available in the modern form designer, so many people don’t know it exists.
If your business wants strict control over record creation, this trick is incredibly handy.
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