How to add Smart Autocomplete / Smart Updater to Dynamics 365

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.

For Dynamics versions 9.2 or higher, you can directly import our solution to get all webresources you need. Older versions (< 9.2) have to create webresources manually.
 

 1.a. Importing our solution (Dynamics >= 9.2)

  • Open the advanced settings

     

  • Under Customization, select Solutions

  • Select Import

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

  • Open the advanced settings

  • Select Customizations

  • Select Customize System

  • Select the Webresources entry in the list on the left

  • 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.

  • Create the E-mail validator webresource

Do the Same as above but using email-validator.html file from the zip archive you downloaded earlier.

2. Adding DataQuality to your Lead / Contact / Account form

  • Open the advanced settings

  • Select Customizations

  • Select Customize System

  • Find and open the forms entry for the entity you want to edit in the list on the left
    • Components → Entities → Lead → Forms

    • Components → Entities → Contact → Forms

    • Components → Entities → Account → Forms
  • 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
  • Give it a unique name like snapaddy_dataquality_tab

  • Set the label to DataQuality

  • [Optional] Update the default column widths to 35/35/30 for lead/contact forms and 70/30 for account forms

  • Add default fields to the newly created view (See table below)


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 shown fields doesn't matter. Other fields can be supported via custom mapping.
  • Add a webresource to the new tab

  • search for "snapaddy_lead_sidebar" (or the name you entered when importing the main sidebar manually ), give it a name and label and click OK

You can use the same "snapaddy_lead_sidebar"  webresource in contact and account forms

  • Open the formatting tab, change the number or rows to 12 (you can change this value if you like) and uncheck the show border checkbox

  • If necessary, drag it into the right column

  • To add the email-validator below the email field add another webresource

  • 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

  • Change the formatting again. Set the number of rows to 2 and uncheck the show border checkbox

  • Drag the webresource below the email field

  • Save and publish your changes.

  • Open a Lead / Contact / Account and select the previously edited form. The new DataQuality tab should be visible and you should see the snapADDY web resources

End Result

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