Custom Autonumbers for Dynamics 365
Automatically apply a unique reference number to each record 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.
Demonstrating Customisable Autonumbers
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Preact’s Autonumber Solution can be used on any entity, for an automatic number applied to unique opportunities, project…
Preact’s Autonumber Solution can be used on any entity, for an automatic number applied to unique opportunities, projects etc.
For this demonstration, I’ve enabled it for accounts. If I click “New”, to create a new account, you can see this field here called “Custom Account Number”.
What we have done with our solution, unlike the out-of-the-box autonumbering, is that our solution uses a field value.
So, if I create a new company here, called “ABC Consulting Ltd”, and I save this.
Then what the solution will do is take the next number in sequence, and take a couple of characters from the value in “Account Name” as a prefix.
As we can see it’s taken the first two characters from the “Account Name” and it’s the next number in order.
So, compared to the out-of-the-box autonumbering solution, we can set Preact’s Autonumber Solution to use any field value.
For example, if there is an opportunity type, or project type and you want to prefix it with a status and then a unique number to follow as a suffix, we can do that.
How Custom Autonumbers for Dynamics 365 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 or suffix 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.
This can also be extended to reference field values from a parent account. For instance, prefix a unique contact reference using one or more characters from a parent account name, or the account relationship type field value.
Custom Autonumbers Pricing
Custom Autonumbers for Dynamics 365 is one of many solutions that are available at no additional cost as part of Preact's Elevate 365 Managed Service. This can also be purchased using our Solutions 365 subscription from £8.25+VAT per user / month which provides full access to all the packaged products in Preact's Solutions Hub.
Further solutions which can be deployed using either of these subscriptions include:
Bank Account Validation
Drag & Drop Sub Grids
Editable Quick Forms
Price List Manager
Current Date Setter
Parent Visual Lookup
Contact us to learn more and deploy Custom Autonumbers for Dynamics 365.