Auto-Complete in Dynamics CRM Controls

This is something we wanted since long time and till the date we have done it through custom java script – Auto-Complete for web client. however same code does not work for mobile client or tablet app.

In Microsoft Dynamics CRM 2016 update 1, Now you can add Auto complete control to your existing text field in few clicks which is completely out of box. (ONLY FOR PHONE & TABLET CONTROL)

Refer following steps to convert any text field on the form in to auto complete text control


Step 1. Go to the form editor and select required text field attribute and open field properties window.

field properties


Step 2. Inside “Controls” tab their is an option for Add Control, click on that

autocomplete

Here you will see two options which is Auto-Complete & Input Mask, Let’s select Auto-Complete and click on ADD button.


Step 3. Following window will allows you to select the source for auto complete in the form of View’s and Options set

select view

With the source option you can select any view or option set available in your organization and  choose required field to extract data for auto complete.

configure viewConfigure Field

Done ..!!

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5 thoughts on “Auto-Complete in Dynamics CRM Controls

  1. Saurin September 9, 2016 / 9:29 am

    I applied it on the entity form but it doesn’t work, is it only visible in mobile version ?

    Like

    • Pramod Dhokane September 9, 2016 / 11:33 am

      Yes, Right now it is available on phone and tablet version only

      Like

      • sidhu September 19, 2016 / 11:40 am

        I have applied on phone.It is showing .How can i filter values.For Ex:I have created two fields “country and states” I want to see state based on country value.

        Like

      • Pramod Dhokane September 19, 2016 / 2:06 pm

        Auto complete control placed over single source of data, view column or option set. In your case it is like dependent drop down so not sure auto control features satisfied your condition

        Like

  2. sidhu September 19, 2016 / 5:57 pm

    Thanks for u r reply.

    Like

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