DataQuality in your CRM System
      Back to home
      1. snapADDY Knowledge Base
      2. snapADDY DataQuality
      3. DataQuality in your CRM System

      How to add Smart Autocomplete / Smart Updater to Dynamics 365 (9.1 + lower)

      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.

      Import our solution

      1. If you are using Dynamics version 9.1 or older, please read this article.
      2. If you are using a newer version of Microsoft Dynamics, please read this article.

      Note: Since our internal Microsoft Dynamics 365 is only available in German, the screenshots can't be provided in English after a certain point. For a better orientation, I added the German name which you see in the picture after the English word, for example new (picture: neu). 

      Add Smart Autocomplete / Smart Updater to lead / contact / account forms

       

      1. Open the advanced settings.



      2. Select customizations.




      3. Click on "Customize system" (picture: System anpassen).



      4. Open the form list of the entity you want to edit. This will take you to the individual forms. In this tutorial we are working with "Lead".
        1. Components → Entities → Lead → Forms (picture: Komponenten -> Entitäten -> Lead -> Formular)
        2. Components → Entities → Contact → Forms (picture: Komponenten -> Entitäten -> Kontakt-> Formular)
        3. Components → Entities → Company → Forms (picture: Komponenten -> Entitäten -> Firma-> Formular)





      5. Create a new main form (picture: Hauptformular).
      6. Give it a name (picture: Name) and a description (picture: Bezeichnung).
      7. Then click on "Formatting" (picture: Formatierung).






      8. Add a new tab with 3 columns (picture: Spalten) (2 columns for companies).

      9. [Optional] Change the default width of the columns to 35/35/30 for lead/contact forms or 70/30 for company forms.




      10. Edit the events  (picture: Ereignisse) on the tab.
      11. Add (picture: Hinzufügen) the snapaddy_library.


       
       
       

      Back to the tab

      Add the following standard fields to the tab:

       

      Lead

      Kontakt

      Firma
      Spalte 1
      • subject

      • salutation

      • firstname

      • lastname

      • jobtitle

      • telephone1

      • emailaddress1

      • mobilephone

      • fax


         
      		  Spalte 1
      • gendercode
      • firstname
      • lastname
      • jobtitle
      • emailaddress1
      • telephone1
      • mobilephone
             		  Spalte 1
      • name
      • telephone1
      • fax
      • websiteurl
      • address1_line1
      • address1_postalcode
      • address1_city
      • address1_stateorprovince
      • address1_country

       

       

      Spalte 2

      • companyname
      • websiteurl
      • address1_line1
      • address1_postalcode
      • address1_city
      • address1_stateorprovince
      • address1_country
      		 Spalte 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 (picture: Webressource). 




      2. Search for "snapaddy_lead_sidebar" (or the name you specified when creating the main sidebar web resource). (Note: The "snapaddy_lead_sidebar" web resource can also be used for contact and company forms).
      3. Enter a name and a description .




      4. Open the "Formatting" tab and change the number of rows (picture: Zeilen) to 12 and remove the tick from "Display Frame" (picture: Rahmen anzeigen). 


      5. Drag the web resource into the right-hand column if necessary.


         

         

      6. Add another web resource (picture: Webressource) to the form.

         

         

      7. Search for "snapaddy_lead-email_validator" (or the name you specified when creating the email validator web resource). Enter a name and a description . (Note: You can also use the same "snapaddy_lead_email__validator" web resource for contact forms).

         

         

      8. Select the "Formatting" (picture: Formatierung) tab and change the number of rows (picture: Zeilen) to 2 and remove the tick next to Display frame (picture: Rahmen anzeigen).,

         

         

      9. Drag the new web resource under the email field.

         

         

      10. Save (picture: Speichern) and publish (picture: Veröffentlichen) the changes.

       

       

      Endergebnis

      Smart Autocomplete / Smart Updater has been successfully inserted into Lead / Contact / Company forms.

      1. Open a Lead / Contact or 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 be loaded.

       

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