IMPORTANT: Please make sure that you have activated the Smart Autocomplete feature, before you start with the following tutorial.

How to activate the Smart Autocomplete feature in Dynamics 365 (v. 9.2 and newer)

How to activate the Smart Autocomplete feature in Dynamics 365 (v. 9.1 and older)


This tutorial will help you to create a new tab which will show all fields that can be filled by the Smart Autocomplete feature to see possible changes at one.

1. Click in the INSERT tab and add a new tab with 3 columns or variable width

2. Double-click on the new tab, or select it and click on Edit

  • Set the name to dataquality_lead_tab

  • the label to DataQuality

  • Uncheck the visible by default checkbox

  • [Optional] Update the default column widths to 35 | 35 | 30

3. Open the Form Settings

4. Add a new Form library

  • Search for and add the "snapaddy_library".

    • If you created your own web resources, search for the newly created JScript resource!

  • Add a new EventHandler

  • Select the "snapaddy_library" (or your own JScript resource),

  • Enter "checkDataQualityTabVisibility" as function

  • Select the "active" and "execution context" checkboxes

5. Add default Lead fields to the newly created View (see list below)

Fields:

  • subject

  • salutation

  • name

  • position

  • phone

  • mobile

  • fax

  • e-mail

  • company name

  • website

  • address

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