Conditional Unique Auto Number Sequences in Microsoft Dynamics 365 / CRM
Tag: ANM
Dynamic content in Auto Numbers for Microsoft Dynamics 365 / CRM
As the creator of the Auto Number Manager tool in XrmToolBox, I get two questions more than any other questions:
How can I number existing records?
How can I add dynamic content to the numbers?
In a previous article I gave my solution to the first question. I will now dive into the second one and show a simple way of adding dynamic information from the numbered entity and related entities into the numbered attribute.
Continue reading “Dynamic content in Auto Numbers for Microsoft Dynamics 365 / CRM”Auto Numbering existing records in Microsoft Dynamics 365 / CRM
As the creator of the Auto Number Manager tool in XrmToolBox, I get two questions more than any other questions:
How can I number existing records?
How can I add dynamic content to the numbers?
To answer these questions once and for all, I will post my suggestions in two articles. I will step way outside my comfort zone of coding the solutions and give you strictly no-code alternatives.
Well, I do feel reasonably comfortable, since I wrote the code in the tools we need… ?
More Auto Numbering features
In my previous article I described the details of the new Auto Number attributes feature of Microsoft Dynamics 365, and how to manage them using Auto Number Manager for XrmToolBox.
Since this article, a few new possibilities have been verified to be supported.
Continue reading “More Auto Numbering features”Auto Number attributes in Microsoft Dynamics 365
With the release of Microsoft Dynamics 365 Customer Engagement October service update (v9.0), two of the most requested customization features were finally implemented in the platform:
- Multi-select optionsets
- Custom auto numbered attributes