Skip to content
  • FR
  • FR
  • About Us

    ABOUT US

    • Who We Are
    • Metholodogy
    • Careers
    • Customer Portal
  • Services

    CRM CONSULTING

    • CRM Solutions
    • CRM Platforms
    • CRM Selection

    CRM IMPLEMENTATION

    • CRM Services
    • How It Works
    • What You Get
    • Cost Factors

    CRM OPTIMIZATION

    • CRM Optimization & Improvement

    CRM SUPPORT

    • Post-Implementation Support
  • Partners

    CRM PARTNER PLATFORMS

    • Salesforce
    • Microsoft Dynamics 365
    • Creatio
    • Sugar CRM
    • App Marketplaces

    Inception & Strategic Roadmap

    • Business & CRM Consulting
    • CRM Platform Selection
    • CRM Roadmap & Strategy

    CRM Implementation & Systems Integration

    • CRM Roadmap Release Plan Execution
    • User Adoption & Training
    • Systems Integration

    CRM Optimization & Continuous Support

    • Post-Implementation Support
    • CRM Optimization & Improvement
    • Personalized Support
  • Industries

    INDUSTRIES

    • Credit Union
    • Bank & Finserv
    • Insurance
    • Pharmaceutical
    • Higher Education
    • Manufacturing
    • Museum & Cultural Venues
    • Transportation & Logistics
    • Retail & Distribution
    • Services
    • Cosmetics & Beauty
    • Nonprofit
    • Construction
    • Government
    • Healthcare
    • Technology
    • Food & Beverage
    • Tourism
    • Other
  • Resources

    RESOURCES

    • Articles
    • Case Studies
    • Ebooks
    • Press Releases
    • Testimonials
    • Webinars

    LEARN MORE ABOUT...

    • CRM Strategies
    • Marketing Automation
  • About us
    • Who we are
    • Methodology
    • Careers
    • Customer Portal
  • Services
    • CRM Consulting
    • CRM Implementation
    • CRM Optimization
    • CRM Support​
  • Partners
    • Salesforce
    • Microsoft Dynamics 365
    • Creatio
    • Sugar CRM
    • Marketplace
  • Industries
    • Credit Union
    • Bank and Finserv
    • Insurance
    • Pharmaceutical
    • Higher Education
    • Manufacturing
    • Others
  • Resources
    • Articles
    • Case Studies
    • eBooks
    • Press Releases
    • Testimonials
    • Webinars
  • Contact Us
  • About us
    • Who we are
    • Methodology
    • Careers
    • Customer Portal
  • Services
    • CRM Consulting
    • CRM Implementation
    • CRM Optimization
    • CRM Support​
  • Partners
    • Salesforce
    • Microsoft Dynamics 365
    • Creatio
    • Sugar CRM
    • Marketplace
  • Industries
    • Credit Union
    • Bank and Finserv
    • Insurance
    • Pharmaceutical
    • Higher Education
    • Manufacturing
    • Others
  • Resources
    • Articles
    • Case Studies
    • eBooks
    • Press Releases
    • Testimonials
    • Webinars
  • Contact Us
  • FR
  • FR
Contact Us
Article

How to set up the Auto Complete field control feature in Dynamics CE​

Written by

Picture of Sébastien Forget

Sébastien Forget

Published on February 21, 2025

Home / Articles / How to set up the Auto Complete field control feature in Dynamics CE​

7 minutes reading time
Share this article

At a glance:

  • Standardize your data input
  • Configuration steps
  • Good to know

Previously if we want to standardize the data input for some of the OOTB fields such as Country, we need to create a new custom field such as lookup field or an option set field.

Standardize your data input

Previously, if we wanted to standardize the data input for some of the OOTB fields, such as Country, we needed to create a new custom field, such as lookup field or an option set field. This might cause issues for certain types of OOTB fields, such as Job Title, since it is used for containing the Job Title data when we use the business card scanner feature.

In this Blog, we will see a use case and how to set up the Auto Complete field control feature in Dynamics CE, by using this feature we can standardize the data input for those OOTB text fields without using new custom fields.

A cartoon image that depicts a conversation between two characters
An instructional image that demonstrates the issue of job title mapping in a contact creation process
 A cartoon image that shows a loading bar partially filled
A cartoon instructional image that provides guidance on using the Auto-Complete field control
Configuration Steps
A step-by-step instructional image that explains how to add the Auto-Complete control to a field in a form
An instructional image that explains how to select the data source for the Auto-Complete control in the field properties
An instructional image that explains the process of selecting an option set for the Auto-Complete control and addresses an issue encountered
An instructional image explains how to address the issue of a global option set not appearing in the field properties
An instructional image that confirms the proper configuration of the Auto-Complete control with the option set
An instructional image that shows a form with a text field that has been changed to a dropdown list
An instructional image that explains how to use an entity as a data source for the Auto-Complete control
An instructional image that explains how to complete the configuration of the Auto-Complete control by selecting the field in the view and applying the control
An instructional image that explains the functionality and limitation of using an Auto-Complete control for a job title field in a contact form
An instructional image that provides "Good to know" information about the Auto-Complete control

Our Partner Platforms

A stark white image with no visible content or features, mirroring a clean slate ready for consulting insights and digital transformation strategies from Solutions Metrix.
A logo featuring a stylized white and gray geometric shape accompanies the text Dynamics 365 on a transparent background, representing innovative CRM Implementation.
The Salesforce logo, perfect for CRM consulting, features the word "salesforce" in lowercase, elegantly centered inside a white cloud shape with a transparent background.
A plain white background sets the stage for CRM Consulting expertise, with no visible elements or objects.

Creatio
AI-Native CRM Platform

Microsoft
Dynamics 365 CRM

Salesforce
CRM Platform

SugarCRM
CRM Platform

Other resources

  • Articles

CRM and NFT in Retail: Changing the Game

February 22, 2025

Learn about the powerful combination of NFTs and CRMs in the retail industry
Learn more
  • Articles

Tech Trends in The Retail Industry​

February 22, 2025

Learn more about how these technologies change CRM in retail and what it means for your business.​
Learn more
  • Case Studies

Enhancing operational efficiency and customer service excellence

December 19, 2024

Discover how Thibert, a leading North American distributor, transformed its workflows using Creatio's no-code CRM.
Learn more
Looking to Upgrade Your Current CRM
or
Make the Switch to a Better System?
Schedule Your Free Demo
Popular Tags
  • Article
  • Banking
  • Case Study
  • Construction
  • Creatio
.
  • Credit Union
  • CRM
  • Distribution
  • Education
  • Healthcare
.
  • Insurance
  • Manufacturing
  • Marketing
  • Microsoft
  • Museum
.
  • Pharma
  • Retail
  • Sales
  • Salesforce
  • Services
.
  • Sugar
  • Testimonal
  • Transportation
  • Webinar
Our Authors
  • Sébastien Forget
  • Kaliopi Spiropoulos
  • Myroslava Kryvoshei
  • Sarah-Rose Menard
About Us
  • Who We Are
  • Methodology
  • Careers
  • Customer Portal
  • Privacy Policy
  • Site Map
Services
  • CRM Consulting
  • CRM Implementation
  • CRM Optimization
  • CRM Support
  • CRM Strategies
  • Customer Services
Partners
  • Salesforce
  • Microsoft Dynamics 365
  • Creatio
  • SugarCRM
  • App Marketplaces
Industries
  • Credit Union
  • Bank & Finserv
  • Insurance
  • Pharmaceutical
  • Higher Education
  • Others
Resources
  • Article
  • Case Study
  • Press Release
  • Testimonial
  • Webinar
  • Authors
Linkedin Facebook Youtube X-twitter Instagram
© 2025 Solutions Metrix. All rights reserved.