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