Conditional Unique Auto Number Sequences in Microsoft Dynamics 365 / CRM

Conditional unique auto number series

A common request for Auto Numbers in Microsoft Dynamics 365 / CDS / Customer Engagement is to have one number field that shall get different prefixes and unique sequences based on data on the record or it's parents.

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 … Continue reading Dynamic content in Auto Numbers for Microsoft Dynamics 365 / CRM

Managed or Unmanaged solutions – a hot case still slightly open

The case is obviously not entirely closed. My recent article Case closed: Managed or Unmanaged solutions in Microsoft Dynamics 365 / CRM received a lot of attention, and sparked writers, podcasters, tweeters and commenters around the world to give feedback, yell at me, agree with me, or simply continue the discussion both publicly and privately. I … Continue reading Managed or Unmanaged solutions – a hot case still slightly open

Case closed: Managed or Unmanaged solutions in Microsoft Dynamics 365 / CRM

If you have problems shifting gears in your car, you don't call Volvo to say "Hey, I don't like how this gear shifting thing works, so I'm just going to use reverse and drive backwards from now on." What you probably do is call them to say "I'm having trouble shifting, you need to fix … Continue reading Case closed: Managed or Unmanaged solutions in Microsoft Dynamics 365 / CRM

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. Adding Auto Numbering to existing attributes The most important new feature is … Continue reading More Auto Numbering features