IMPORTANT: Please make sure that you have integrated snapADDY DataQuality in Dynamics, before you start with the following tutorial.
→ How to integrate snapADDY DataQuality in Microsoft Dynamics 365 (v. 9.2 or newer)
This tutorial will guide you through the steps that are necessary for integrating the Smart Autocomplete feature into the New Lead form in Dynamics 365 CRM.
Importing our solution
Open the advanced settings
Under Customization, select Solutions
Select Import
Upload and import our Solution.
2. Adding DataQuality to your Lead form
Open the advanced settings
Select Customizations
Select Customize System
Find and open the Lead forms entry in the list on the left.
Components → Entities → lead → forms
Either create a new form or edit an existing one
3. Add Smart Autocomplete as separate tab into the lead form for Dynamics 365
→ Please follow the next steps: Add Smart Autocomplete as separate tab into the lead form for Dynamics 365
4. Add the Smart Autocomplete to the New Lead view
To add the Smart AutoComplete to the view, click on Add → Web resource
search for "snapaddy_lead_sidebar" if you imported the solution or the first web resource you created, give it a name and label and click OK
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 click on Add → Web resource again
Search for "snapaddy_lead_email_validator"
Change the formatting again. Set the number of rows to 2 and uncheck the show border checkbox
Drag the web resource below the email field
Save and publish your changes.
Open the new Lead view and select the previously edited form. The new DataQuality tab should be selected automatically and you should see the snapADDY web resources
End Result
Smart AutoComplete is successfully integrated into the New Lead form in your Dynamics CRM.
