AUTO COMPLETE FEATURE FOR MICROSOFT DYNAMICS

AutoComplete is one of the most desired and the most basic feature of Microsoft Dynamics 365. It not only enhances customer experience but helps in the fast and accurate entry of records.

Soluzione has developed an Auto-Complete solution that can be plugged into any Microsoft Dynamics version ranging from Dynamics 365, Dynamics 2016, 2015 and 2013.

AutoComplete can be implemented in simple text fields as well as for complex and composite fields (e.g. Composite Address fields).

Let’s walk through using an example:

The example given below is for implementation of “Autocomplete feature” in Microsoft Dynamics 365 for simple text field such as Country in Address Details. One may simply type few characters in the field and a list of country names is displayed in a sorted manner.

Assume the simple text field on which we want to enable autocomplete feature is “na_country” and an entity Country Master(na_countrymasters) contains the master list of countries.

Create a web resource say “AddressDetails.js” which will have 2 methods:

Method 1: LoadAutoComplete

This method is executed at the time of ‘Form Load’ to get the list of all countries existing in Country Master (na_countrymasters) entity. We are using Microsoft Dynamics 365 CRM web API to get a list of countries sorted by name. (How to use web API is another topic and we will go into details later.)

function LoadAutoComplete() {
if (Xrm.Page.getControl(“na_country”) != null) {
Xrm.Page.getControl(“na_country”).setDisabled(true);
}
var clientURL = Xrm.Page.context.getClientUrl();
var oDataPath = clientURL + “/api/data/v8.0/”
var req = new XMLHttpRequest();
req.open(“GET”, encodeURI(oDataPath + “na_countrymasters?

$select=na_name,na_countryname&$orderby=na_name”), true);
req.setRequestHeader(“Accept”, “application/json”);
req.setRequestHeader(“Content-Type”, “application/json; charset=utf-8”);
req.setRequestHeader(“OData-MaxVersion”, “4.0”);
req.setRequestHeader(“OData-Version”, “4.0”);
req.onreadystatechange = function () {
if (this.readyState == 4) /* request complete*/ {
req.onreadystatechange = null;
if (this.status == 200) {
var reqResults = JSON.parse(this.response).value;
if (reqResults != null && reqResults.length > 0) {
var countries = [];
for (var i = 0; i < reqResults.length; i++) {
var country = reqResults[i];
countries.push({
id: country.na_countrymasterid,

name: country.na_name,
isocode: country.na_countryname,
fields: [country.na_name, country.na_countryname]
});
}
if (Xrm.Page.getControl(“na_country”) != null) {
Xrm.Page.getControl(“na_country”).setDisabled(false);

}
autoCompleteCountries(countries);
}
}
else {
var error = JSON.parse(this.response).error;
console.log(error.message);
}

}
};
req.send();
}

The above method calls the List of countries from Country Master entity and calls the second method AutoCompleteCountries().

Method 2: Auto Complete Countries

This method works on “key press” event on Country field (The field on which autocomplete is applied)

function autoCompleteCountries(countries) {
var keyPressFcn = function (ext) {
try {
var userInput = Xrm.Page.getControl(“na_country”).getValue();

var resultSet = {
results: new Array(),
commands: {
id: “sp_commands”,
label: “Learn More”,
action: function () {

// Any help or other information URL
//window.open(“http://www.microsoft.com/en-us/dynamics/crm-customer-center/create-or-edit-an-account.aspx”);
}
}
};

var userInputLowerCase = userInput.toLowerCase();
for (i = 0; i < countries.length; i++) {
if (userInputLowerCase === countries[i].name.substring(0, userInputLowerCase.length).toLowerCase()) {
resultSet.results.push({
id: i,
fields: [countries[i].name, countries[i].isocode]
});
}
if (resultSet.results.length >= 10) break;
}
if (resultSet.results.length > 0) {
ext.getEventSource().showAutoComplete(resultSet);
}
else {

ext.getEventSource().hideAutoComplete();
}
} catch (e) {
console.log(e);

}
};

Xrm.Page.getControl(“na_country”).addOnKeyPress(keyPressFcn);

}

Setting in Microsoft Dynamics 365:

Add the AddressDetails.js as new web resource in CRM

Add this web resource to the form using form properties. Go to manage function and set LoadAutoComplete function on form Onload event.

Microsoft Dynamics 365

Publish the changes in MS Dynamics 365 CRM. Open the form and start entering letters in Country field. You should get the below autocomplete output.

Soluzione IT Services

To get more details Please contact us at info@solzit.com.

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Soluzione is Microsoft Certified Gold Partner and expert in MS Dynamics 365. We are continuously delivering high quality solutions to various industries and are experts in Microsoft Stack. We also offer Application Development using Open Source Technologies. In addition, we also provide Digital Marketing Services.

 

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