---
title: How to add Smart Autocomplete / Smart Updater to Dynamics 365 (9.1 + lower)
description: 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.
---

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# 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](https://portal.snapaddy.com/knowledge/how-to-integrate-snapaddy-dataquality-in-microsoft-dynamics-365-v.-9.1-or-older?hsLang=en) article.
2. If you are using a newer version of Microsoft Dynamics, please read [this](https://portal.snapaddy.com/knowledge/how-to-integrate-snapaddy-dataquality-in-microsoft-dynamics-365-v.-9.2-or-newer?hsLang=en) 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.**
   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/SUE1-png-3.png?width=416&height=525&name=SUE1-png-3.png)
2. Select **customizations**.
   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/dy3-png-1.png?width=670&height=185&name=dy3-png-1.png)
3. Click on "**Customize system**" (picture: System anpassen).
   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/dy4d-png-4.png?width=670&height=164&name=dy4d-png-4.png)
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)
     
   ![](https://portal.snapaddy.com/hs-fs/hubfs/DE1-png-3.png?width=203&height=212&name=DE1-png-3.png)
   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/DE2-png-4.png?width=182&height=145&name=DE2-png-4.png)
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).
   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/DE3-png-4.png?width=670&height=205&name=DE3-png-4.png)
   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/P1-png-Apr-10-2024-09-04-29-7207-AM.png?width=506&height=692&name=P1-png-Apr-10-2024-09-04-29-7207-AM.png)
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.
   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/P2-png-3.png?width=496&height=694&name=P2-png-3.png)
10. Edit the **events**  (picture: Ereignisse) on the tab.
11. Add (picture: Hinzufügen) the **snapaddy\_library**.

![](https://portal.snapaddy.com/hs-fs/hubfs/P3-png-Apr-10-2024-09-04-53-1104-AM.png?width=497&height=698&name=P3-png-Apr-10-2024-09-04-53-1104-AM.png)

 

![](https://portal.snapaddy.com/hs-fs/hubfs/P4-png-4.png?width=584&height=582&name=P4-png-4.png)

 

![](https://portal.snapaddy.com/hs-fs/hubfs/P5-png-4.png?width=496&height=691&name=P5-png-4.png)

 

### **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). 
   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/P6-png-Apr-10-2024-09-05-23-3302-AM.png?width=670&height=69&name=P6-png-Apr-10-2024-09-05-23-3302-AM.png)
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** .
   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/P7-png-4.png?width=629&height=686&name=P7-png-4.png)
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)**.** 
   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/P8-png-3.png?width=616&height=692&name=P8-png-3.png)
5. Drag the **web resource** into the right-hand column if necessary.
   
   #### ![](https://portal.snapaddy.com/hs-fs/hubfs/P9-png-3.png?width=670&height=270&name=P9-png-3.png)
6. Add another **web resource** (picture: Webressource) to the form.
   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/P10-png-3.png?width=432&height=129&name=P10-png-3.png)
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).
   
    
   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/P11-png-3.png?width=617&height=698&name=P11-png-3.png)
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).,
   
   #### ![](https://portal.snapaddy.com/hs-fs/hubfs/P12-png-3.png?width=625&height=687&name=P12-png-3.png)
9. Drag the new **web resource** under the **email field**.
   
    
   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/P13-png-3.png?width=423&height=206&name=P13-png-3.png)
10. **Save** (picture: Speichern)and **publish** (picture: Veröffentlichen) the changes.

 

![](https://portal.snapaddy.com/hs-fs/hubfs/P14-png-4.png?width=428&height=171&name=P14-png-4.png)

#### 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 LeadResearch tab should appear and the Smart Autocomplete / Smart Updater web resources should be loaded.

![](https://portal.snapaddy.com/hs-fs/hubfs/P23-png-4.png?width=435&height=336&name=P23-png-4.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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