Customisable Autonumbers for Dynamics 365
Automatically apply a unique reference number to each record, for any entity, with a prefix that uses characters from a field of your choice and the next number in a sequence.
Works on any entity
Apply a unique reference code to accounts and other record types.
Personalise each number with a prefix from a related field value.
Configure once and instantly apply to new and existing records.
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Preact’s Autonumber Solution can be used on any entity, for an automatic number applied to unique opportunities, project…
How it Works
Preact's Autonumber solution works across any standard or custom entity in Dynamics 365 where a unique reference is needed. This can include contacts, accounts, projects, opportunities and many more record types.
In comparison to out-of-the-box Dynamics automatic numbering capabilities, our solution enables a custom prefix to be set for each entry using the value from an associated field. For example, automatically prefix an account reference 'MAR' for a company named Markham Solutions. Or, use a relationship type status field to personalise each entry. For instance, a unique reference on a premium tier account could be set with the prefix of 'PREM' followed by the next numbers in the sequence.
Added flexibility enables the amount of characters in each prefix to be set. As an example, an account based reference could be set to use the first four characters from the account name value, or use the opening two characters from a status field.
Extended functionality enabling a custom suffix to be applied to each number.
The Autonumber Solution for Dynamics 365 is free for Preact Managed Service clients.
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How to Deploy Preact Autonumbers Solution
Contact us to learn more and deploy this solution.