Dynamics 365 CRM Integration

Autoaddress functionality can be easily added to your Dynamics 365 instance.

Pre-Requisites

Autoaddress JavaScript Files

To get started, download our JavaScript and CSS files from our GitHub here. For instructions ​on how to download the files, follow this guide.​

Latest Compressed JQuery

You can download the latest compressed JQuery from here.

Adding Autoaddress to your form

This section will show how the Autoaddress control can be added to the default contact form provided by Dynamics 365.

To start, click the arrow beside the current app. This will drop down an explorer. Here, select "Settings", then "Customizations".



The Customization screen will open and will look like below:


Select "Customize the system" to bring up the solution explorer.



In the left hand menu, expand the "Entities" element, which can be found under "Components". From here, expand the "Contact" element and select "Forms".



Under the Name field, select the "Contact" link, which will open the form editor for contact.



Select the "Form Properties" button found in the "Home" ribbon at the top of the page to open the "Form Properties" window.



Click the "+ Add" button under "Form Libaries" to open the "Lookup Record" window.



Click the "New" button to add a new web resource.


 Upload the loader file by following the below steps:
1. Give the new resource the "Name" and "Display Name" of "AutoaddressLoader".
2. Select "Script(JScript)" from the "Type" drop down list.
3. Click the "Choose File" button to open open a file explorer window and select the "AutoAddressLoader.js" file downloaded from github.
4. Click the "Save" button at the top of the window then close. 

The "Lookup Record" window will appear again, this time populated with the newly uploaded file selected. Click the "Add" button. This will bring back the "Form Properties" window and the loader file will now be populated in the "Form Libraries" list as "new_AutoAddressLoader".

Repeat this process for the "AutoAddressContact.js" and latest compressed javascript files.

Next, click the "+ Add" button under "Event Handlers". This will open the "Handler Properties" window. 



Set the values as seen above and replace the text in inverted commas with a licence key (you can inquire about getting a licence key by contacting Autoaddress). Click the "OK" button to close this window and bring back the "Form Properties" window. Click "OK" to close. 

To finish, click the "Save" button under the "Home" ribbon at the top left of the page. When saving has completed, click the "Publish" button. When publishing has completed, the control will be ready to go.