This tutorial will guide you through the steps that are necessary to integrate Smart Autocomplete / Smart Updater into the Lead, Contact and Account forms in Dynamics 365 CRM.
1.a. Importing our solution (Dynamics >= 9.2)
1.b. Create webresources manually (Dynamics <= 9.1)
There are two web resources you need to add to your CRM in order to fully embed DataQuality into your Lead/Contact/Account forms.
Download the following file and unzip it on your PC: snapADDY_DataQuality_web_resources.zip
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Open the advanced settings
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Select Customizations
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Select Customize System
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Select the Webresources entry in the list on the left
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Create the Main Sidebar webresource
Add a new web resource, give it any name and an optional label/description.
As type select Website (HTML), set the language to English and upload the sidebar.html file from the zip archive you downloaded earlier.
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Create the E-mail validator webresource
Do the Same as above but using email-validator.html file from the zip archive you downloaded earlier.
- Go on with step 2
- Find and open the forms entry for the entity you want to edit in the list on the left
- Either create a new form or edit an existing one
- Click in the insert add a new tab with 3 columns (2 columns if editing an account form)
- Double-click on the new tab or select it and click on edit
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Give it a unique name like snapaddy_dataquality_tab
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Set the label to DataQuality
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[Optional] Update the default column widths to 35/35/30 for lead/contact forms and 70/30 for account forms
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Add default fields to the newly created view (See table below)
Lead |
Contact |
Account |
Column 1
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Column 1
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Column 1
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Column 2
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Column 2
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- The order and column of the shown fields doesn't matter. Other fields can be supported via custom mapping.
You can use the same "snapaddy_lead_sidebar" webresource in contact and account forms
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To add the email-validator below the email field add another webresource
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Search for "snapaddy_lead_email_validator" (or the name you entered when importing the E-mail validator manually )
You can use the same "snapaddy_lead_email_validator" webresource in contact forms
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Change the formatting again. Set the number of rows to 2 and uncheck the show border checkbox
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Save and publish your changes.
End Result
Smart Autocomplete / Smart Updater are successfully integrated into the Lead / Contact and Account forms in your Dynamics CRM.