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.
• For older Dynamics versions (<9.2), please read this article.

1. Log in to Microsoft Dynamics 365 and call up the Power Apps by clicking on "Sales Hub", for example.
   
   
   
   
   
2. Select the application you want to edit and click on "Open in App Designer".
   
    
   
   
    
3. Select leads, contacts or companies (in this example we are working with leads).
   
   
   
   
   
4. Select any lead. 
   
   
   
   
   
   
5. Create a new form.
   
   
   
   
   
6. Select "Main Form" and click on "Create".
   
   
   
   
   
7. Enter a name and click on "Events".
   
   
   
   
   
8. Click on "Event Handler".
   
   
   
   
   
   
9. Click on "Add library".
   
   
   
   
   
   
10. Search for the snapADDY Updater (Library) and add it.
    
    
     
    
    
    
11. Name the function
12. Click on "Done".
    
    
    

Back to the tab

Add the following standard fields to the tab:

1. Add a web resource.
   
   
   
   
   
   
   
   
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).
   
   
    
3. Open the "Formatting" tab and change the number of lines to 12 and remove the tick from "Display Border ".
   
   
   
   
   
4.  Drag the web resource into the rights column if necessary.
   
    
   
   
   
5. Add another web resource to the form.
   
   
    
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.

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 DataQuality tab should appear and the Smart Autocomplete / Smart Updater web resources should load.