---
title: How to add Smart Autocomplete / Smart Updater to Dynamics 365 (9.5 or newer).
description: This tutorial will guide you through the steps that are necessary for integrating the Smart Autocomplete feature into the New Lead form in Dynamics 365.
---

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# How to add Smart Autocomplete / Smart Updater to Dynamics 365 (9.5 or newer).

## 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.

### Importing our solution (Dynamics \>= 9.2)

 

- If you are using Dynamics version 9.2 or newer, you can import our solution directly. You can find information on this in [this article](https://portal.snapaddy.com/knowledge/how-to-integrate-snapaddy-dataquality-in-microsoft-dynamics-365-v.-9.2-or-newer?hsLang=en).
- For older Dynamics versions (\<9.2), please read [this article](https://portal.snapaddy.com/knowledge/how-to-add-smart-autocomplete-/-smart-updater-to-dynamics-365-9.1-lower?hsLang=en).

 

Adding LeadResearch to your Lead / Contact / Account form

 

1. Log in to Microsoft Dynamics 365 and call up the Power Apps by clicking on "**Sales Hub**", for example.
   
   **![](https://portal.snapaddy.com/hs-fs/hubfs/P1-png-4.png?width=337&height=62&name=P1-png-4.png)**
2. Select the application you want to edit and click on "**Open in App Designer**".
   
      
   **![](https://portal.snapaddy.com/hs-fs/hubfs/EN7-png-1.png?width=645&height=396&name=EN7-png-1.png)**
3. Select **leads**, **contacts** or **companies** (in this example we are working with leads).
   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/P3-png-3.png?width=220&height=807&name=P3-png-3.png)
4. Select any lead. 
   
   *![](https://portal.snapaddy.com/hs-fs/hubfs/P4-png-2.png?width=670&height=321&name=P4-png-2.png)*
5. Create a new form.
   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/P5-png-2.png?width=270&height=303&name=P5-png-2.png)
6. Select "**Main Form**" and click on "**Create**".
   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/P6-png-3.png?width=670&height=441&name=P6-png-3.png)
7. Enter a **name** and click on "**Events"**.
   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/P7-png-1.png?width=253&height=486&name=P7-png-1.png)
8. Click on "**Event Handler**".
   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/P8-png-1.png?width=272&height=284&name=P8-png-1.png)  
   ![](https://portal.snapaddy.com/hs-fs/hubfs/P9-png-1.png?width=330&height=243&name=P9-png-1.png)
9. Click on "**Add library**".
   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/P11-png-1.png?width=670&height=588&name=P11-png-1.png)
10. Search for the **snapAddy Updater (Library)** and add it.
    
       
    ![](https://portal.snapaddy.com/hs-fs/hubfs/P12-png-1.png?width=312&height=614&name=P12-png-1.png)
11. Name the function
12. Click on "**Done**".

![](https://portal.snapaddy.com/hs-fs/hubfs/P13-png-1.png?width=310&height=625&name=P13-png-1.png)

 

### **Back to the tab**

 

Add the following standard fields to the tab:

 

| **Lead** | **Contact** | **Account** |
| --- | --- | --- |
| **Column 1** - subject - salutation - firstname - lastname - jobtitle - telephone1 - emailaddress1 - mobilephone - fax | **Column 1** - gendercode - firstname - lastname - jobtitle - emailaddress1 - telephone1 - mobilephone | **Column 1** - name - telephone1 - fax - websiteurl - address1\_line1 - address1\_postalcode - address1\_city - address1\_stateorprovince - address1\_country |
| **Column 2** - companyname - websiteurl - address1\_line1 - address1\_postalcode - address1\_city - address1\_stateorprovince - address1\_country | **Column 2** - parentcustomerid - websiteurl - address1\_line1 - address1\_postalcode - address1\_city - address1\_stateorprovince - address1\_country |  |

The order and column of the fields does not matter. Other / "Custom" fields can be connected via custom mapping.

 

1. Add a web resource.
   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/P14-png-2.png?width=332&height=754&name=P14-png-2.png)
   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/P15-png-1.png?width=670&height=239&name=P15-png-1.png)
2. Search for "**snapaddy\_lead\_sidebar**" (or the name you entered when creating the main sidebar web resource). Enter a **name** and a **description** . **(Note: This sidebar can also be used for contacts and companies).**
   
   **![](https://portal.snapaddy.com/hs-fs/hubfs/P16-png-1.png?width=670&height=599&name=P16-png-1.png)**
3. Open the **"Formatting"** tab and change the number of lines to **12** and **remove** the tick from "**Display Border ".**
   
   **![](https://portal.snapaddy.com/hs-fs/hubfs/P17-png-1.png?width=276&height=842&name=P17-png-1.png)**
4. Drag the web resource into the rights column if necessary.
   
      
   **![](https://portal.snapaddy.com/hs-fs/hubfs/P18-png-2.png?width=381&height=611&name=P18-png-2.png)**
5. Add another web resource to the form.
   
   **![](https://portal.snapaddy.com/hs-fs/hubfs/P19-png-1.png?width=670&height=128&name=P19-png-1.png)**
6. Search for "**snapaddy\_lead-email\_validator**" (or the name you specified when creating the email validator web resource). **(Note: This can also be used for both contacts and companies**).
7. Select the "Formatting" tab and change the number of lines to **2** and **remove** the tick next to **Show frame**.
8. Drag the new web resource under the email field.
9. Save and publish the changes.

**![](https://portal.snapaddy.com/hs-fs/hubfs/P20-png-1.png?width=670&height=596&name=P20-png-1.png)**

### **![](https://portal.snapaddy.com/hs-fs/hubfs/P21-png-1.png?width=377&height=139&name=P21-png-1.png)**

### **![](https://portal.snapaddy.com/hs-fs/hubfs/P22-png-1.png?width=492&height=211&name=P22-png-1.png)**

### **End Result**

Smart Autocomplete / Smart Updater are successfully integrated into the **Lead / Contact and Account** forms in your Dynamics CRM.

1. Open a lead / a contact or a company (depending on which entity you have just edited.
2. The new LeadResearch tab should appear and the Smart Autocomplete / Smart Updater web resources should load.

![](https://portal.snapaddy.com/hs-fs/hubfs/P23-png-2.png?width=435&height=336&name=P23-png-2.png)

If you have any further questions, please feel free to contact [support@snapaddy.com](mailto:support@snapaddy.com) or your Customer Success Manager.

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