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Custom Auto Numbering

AppJetty

Automatically set incrementing ID numbers to your CRM records for any entity.

  • Note: The Free Trial option on AppSource will work for Online (On-Demand) CRM Integrations. If you have an Offline (On-Premises) Integration, you would need to visit https://www.appjetty.com/dynamics-crm.htm and opt for trial.

Microsoft Dynamics CRM Auto Numbering is an effective tool to manage your numbering pattern in the CRM. Not all businesses have same nature of requirements for labeling records. Nevertheless, it is essential to automate them.

Our Microsoft Dynamics CRM Auto Numbering Plugin will enable you to assign dynamic pattern to the numbering system for the records on the go. You can assign a pattern for the Prefix and Suffix. It could be the creation date of the record, a letter, or a combination of both, or static set of letters.

Description

Microsoft CRM Autonumber plugin is an ideal tool for solving the challenge of managing the numbering system. The Microsoft CRM Autonumber Plugin will end the need to write complex codes to manage your Unique Identifier of the customer accounts. Install Microsoft CRM Autonumber Plugin and have a hassle free Auto Generated Number System.

Product Features
  • Dynamics CRM Autonumber Plugin enables you to add legible numbers by generating auto-number to your CRM records.
  • Define and control starting position of the auto numbering series for different set of business verticals and catalogue types.
  • Supports all entities and custom entities.
  • Define preferred prefix and suffix.
  • Activate or deactivate auto numbering for all entities across your CRM system.
Why Should You Use MS CRM Autonumber Plugin?

It makes your job as developer, as store manager and even as marketing manager easier. It is not just the tool that gives you incremental addition but provides you with dynamic addition and control to manage prefix and suffix of your choice. Just assign a pattern and the Microsoft Dynamics 365 Auto Numberingwill take care of the rest.

Supposing you want to assign a specific letter as identifier for product type. And, you want to add the creation date of the record in your choice of the format as suffix. Microsoft Dynamics 365 Auto Numbering enables you to manage both tasks without coding. Assign the pattern you want and Custom Auto Numbering Plugin for MS Dynamics will manage the rest. Refer to the screenshots above for more details.

User Benefits
  • Custom Auto Numbering plugin can be used for all entities along with custom entities.
  • If your organization has standard numbering formats, you can set custom autonumber with prefixes and suffixes to match your need.
Note
  • If the length of auto generated field exceeds the maximum character limit of the entity field you need to increase the character limit for that field.
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https://gallery.azure.com/artifact/20151001/biztechcs.27fc4ecd-f340-4c71-a2db-0d7204251940.1.0.15/Artifacts/Thumbnails/3278d432-4dab-4177-9453-53b861ece8d7.png
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https://gallery.azure.com/artifact/20151001/biztechcs.27fc4ecd-f340-4c71-a2db-0d7204251940.1.0.15/Artifacts/SampleImage/c94712eb-822d-4653-8ef9-20b4a0b55519.png
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