Custom Auto Numbering

by Biztech Consulting & SolutionsMicrosoft 365Paid

Creates configurable record numbers in Dynamics 365 CRM using selected prefixes, suffixes, letters, and dates.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
Custom Auto Numbering — screenshot from the Microsoft Marketplace listing

What it does

The plugin assigns generated identifiers to Dynamics 365 CRM records. Number patterns may include letters, fixed text, and a record's creation date. Administrators can choose the initial value for numbering sequences and switch numbering on or off for entities. The vendor states that standard and custom entity types are supported.

Key capabilities

from the Microsoft Marketplace listing

Pattern configuration

Builds record identifiers from letters, fixed text, and creation dates.

Prefix settings

Adds a selected prefix to generated identifiers.

Suffix settings

Adds a selected suffix to generated identifiers.

Entity support

Works with standard entity types and custom entity types.

Sequence starting value

Sets the first value used in a numbering sequence.

Entity controls

Turns generated numbering on or off for entities in the CRM system.

Use cases

  • A letter can mark a product category within an identifier.
  • The creation date can be appended using a selected date format.

Who it's for

The vendor identifies developers, store managers, and marketing managers as relevant users.

In the catalog

189 plugins in Dynamics 365 · Sales

Price distribution: 10 free, 3 freemium, 170 paid, 6 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Dynamics 365
Deployment
Cloud
Pricing
Paid

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What the vendor says

«Our Microsoft Dynamics 365 CRM Auto Numbering Plugin will enable you to assign dynamic patterns 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, a combination of both, or a static set of letters. Microsoft CRM …»

Official marketplace listing

Publisher
Biztech Consulting & Solutions
Updated on marketplace
Facts verified

Tags

dynamicscrmcustomautonumberingpluginaddonfor