22 Sep, 2026

How to Create a Flyout Button with Multiple Actions on a Form in Dynamics 365

Posted on 22 Sep, 2026 by Rutuja Narad, Posted in Microsoft 365 Dynamics 365

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How to Create a Flyout Button with Multiple Actions on a Form in Dynamics 365

Introduction

In model-driven apps, command bars provide users with actions that can be performed on the current record. As the number of actions increases, placing every action directly on the command bar can make the interface crowded.

A flyout button provides a cleaner way to group related actions under a single command.

In this blog, we will walk through how to create a flyout button on a form and add multiple actions under it using a simple Task Management application.

Step 1: Set Up a Solution

Create a dedicated solution for the customization. This keeps all the components related to the flyout button organized in one place and makes it easier to manage and deploy the changes.

• Open Power Apps and switch to the environment where you want to build the application.
• From the left-side navigation, select Solutions.
• Select New solution.
• Enter the required details, such as Display Name, Publisher, and Version.
• Select Create to create the solution
• Add the table/entity on which you want to add the ribbon button to the solution.

Step 2: Open the Solution in Ribbon Workbench

• Launch XrmToolBox and connect to your Dynamics 365 environment.
• Open Ribbon Workbench from the available tools.
• Select the solution you created in Step 1.
• Ribbon Workbench will load the solution and display the available command bar components.

Step 3: Add a Flyout to the Main Form

• In Ribbon Workbench, locate the Main Form command bar for the Task table.
• From the Toolbox on the left, select Flyout.
• Drag and drop the Flyout onto the Main Form command bar at the position where you want the flyout button to appear.
• A new flyout will be added to the command bar and can be configured from the properties panel.

Step 4: Add a Menu Section

• From the Toolbox, select Menu Section.
• Drag and drop it into the newly created More Actions flyout.
• The Menu Section will act as a container for the actions you want to add to the flyout.
• You can then add your three buttons inside this section.

Step 5: Add Buttons to the Flyout

• Select Button from the Toolbox.
• Drag and drop the button into the Menu Section of the flyout.
• Add three buttons for the required actions:
  • Mark as Completed
  • Assign Task
  • Create Follow-up
• Select each button and configure its properties, such as Label, Command, Image.

Step 6: Configure Commands, Actions, and Rules

Once the flyout and its buttons are added, configure the commands associated with each button. The command determines what happens when a user selects an action.

• Select each button and assign its corresponding Command.
• Under the command properties, use Add Action to define the required functionality, such as calling a JavaScript function.
• If needed, configure a Display Rule to control when the button should be visible.
• Use an Enable Rule when the button should be available only under specific conditions.
• For this example, the three actions can be configured as:
  • Mark as Completed → Execute JavaScript to update the task status.
  • Assign Task → Execute JavaScript to update the assigned employee.
  • Create Follow-up → Execute JavaScript to create a follow-up task.

Step 7: Publish the Changes

After configuring the flyout, buttons, and commands, publish the changes from Ribbon Workbench.

• Review the flyout and button configuration.
• Select Publish in Ribbon Workbench.
• Wait for the publishing process to complete.
• Open or refresh the Task form in the model-driven app.
• Verify that the More Actions flyout appears with the configured actions.

This is important because otherwise the changes you made in Ribbon Workbench may not be reflected in the application.

Conclusion

Adding a flyout button to a model-driven app provides a simple way to organize multiple related actions without overcrowding the command bar. Using Ribbon Workbench, we can easily create a flyout, add a menu section, and place multiple buttons under it.

In this example, we created a More Actions flyout on the Task form and added Mark as Completed, Assign Task, and Create Follow-up actions. By configuring the appropriate commands and actions, each option can be connected to its required functionality.

This approach helps keep the user interface clean and makes related actions easier for users to find and access.