Auto Numbering for Microsft Dynamics CRM
Auto Numbering for Microsoft Dynamics CRMUse AutoNumber to Simplify Your Data Entry Process
  
 
AutoNumber is an add-on product that can create a unique, easy to read reference number for records in the CRM system.

This tool allows system customizers to add AutoNumbering to CRM entities that are not supported by the built-in numbering system. It makes it easy to create an AutoNumber that can be used by users to uniquely identify a record in the system without referencing another field or the GUID.

AutoNumber can be used to link the CRM record with other systems – a back office system or accounting applications or even paper files. AutoNumber supports all custom entities and systems entities that users are permitted to create new attributes. AutoNumber works with these implementation scenarios of CRM 4.0 -On-premise and partner hosted.

 

Auto Numbering for Microsoft Dynamics CRMFeature Summary:     

  • Supports records generated by Workflow.
  • An AutoNumber can also be applied to entities that have a numbering system already such as Contracts, Cases, Articles, Quotes, Orders, Invoices, and Campaigns.

AutoNumbers can be of various format types: 

  • Integer
  • Floating point
  • Fixed length (padded left)
  • Decimal value
  • Positive or negative values 

AutoNumber is easy to configure, maintain and use. 

  • At anytime the admin can stop, reset or restart the AutoNumber parameters.
  • Records created prior to starting the AutoNumber system can be numbered by the AutoNumber add-in.
  • Preview the format of the AutoNumber.
  • Supports online and offline users. (AutoNumbers are added to records when the user goes back online).
  • AutoNumbers will never be duplicated or re-used.
  • The system is enterprise class as there is no possibility of using the same number for 2 different records.
  • If a record is deleted or deactivated it’s number will not be used again.
  • AutoNumber field can be set to be read only or does not even have to be published to the form.
  • There can be more than one AutoNumber for a record (i.e. multiple fields).
  • Customizable prefix and suffix for each entity including setting the length of the prefix and/or suffix.
  • Starting AutoNumber can be set by the user.
  • The AutoNumber can be incremented or decremented.
  • The amount of increment can be set by the user.