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




  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:

     

    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.







    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.




    If you have any further questions, please feel free to contact support@snapaddy.com or your Customer Success Manager.