Updated Solution Release: AutoNumber Solution Version 1.0.4 for Microsoft Dynamics 365

 In Clients, Microsoft Dynamics CRM Blog, Product Updates and Releases

Automatically assign numbers to any record type in Microsoft Dynamics 365 (formerly Dynamics CRM) with the Fullscope AutoNumber tool. It allows you to establish the number that you want to start with, prefix it with letters or an acronym and start numbering each record created in the system moving forward.

About the Solution

Out of the box Dynamics 365 allows numbering of certain records (e.g. cases, quotes) but severely limits your ability to define custom numbering schemes, and the results are long and not easily readable.

The Fullscope AutoNumber solution allows you to define alphanumeric auto-numbering for any record using simple rules and produces intuitive, readable results—ABC0002 follows ABC0001, not QUO-00001-XUYFJF.

For a deeper dive into capabilities, check out this video.

Interested in how you can implement this solution for your organization? Reach out to us or ask your Account Director for more information.

About the Release

Fullscope has released version 1.0.4 of the AutoNumber Solution, available at no cost to clients with current maintenance agreements for this solution.

Improvements in version 1.0.4 include:

  • Updated to CRM 8.2 (Dynamics 365)

This version is a routine update to bring this solution in line with our current standards, and therefore optional. There are no known compatibility issues with previous releases and CRM 8.2 (Dynamics 365).

Installation Notes

Please log an Adopt2Win ticket to request the latest solution file. Once the new solution file is on hand, use the solution import wizard to upgrade to the latest version. The same install file can be used to upgrade or to perform a clean install.

  1. Go to Settings > Solutions
  2. Click Import in the ribbon
  3. Click browse and locate the new solution file and click next twice to advance two steps in the wizard
  4. Select overwrite customizations unless you have made modifications to the snapshot solution. If you have made customizations, select maintain customizations. Leave the Enable SDK Steps box checked and click Import.

Support and issue reporting for this solution is handled via the Adopt2Win portal. The Adopt2Win solution support area can be accessed here. If you have a current maintenance agreement but do not have an Adopt2Win login, please contact your account director or contact us here.

Evan Flower
After seven years leading CRM engagements as a Solution Architect, Evan moved into product development, leveraging his deep knowledge of CRM functionality to grow Fullscope’s solution inventory and implement a robust IP development cycle.
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