Microsoft Dynamics CRM AutoNumber Add-in Solution

Share Article

CRM Innovation, Lenexa, KS has released AutoNumber an add-in solution for Microsoft Dynamics 4.0.

CRM Innovation has released AutoNumber an add-in solution for Microsoft Dynamics CRM 4.0.

AutoNumber is an add-on product that can create a unique, easy to read reference number for records in the CRM system. This tool allows system customizers to add AutoNumbering to CRM entities that aren't support by the base numbering system. It makes it easy to create an AutoNumber that can be used by users to uniquely identify a record in the system without referencing another field or the GUID. The AutoNumber can be used to link the CRM record with other systems - a back office system or accounting applications or even paper files.

AutoNumber supports all custom entities and systems entities that users are permitted to create new attributes.

AutoNubmer supports all custom entities. It supports all systems entities that accept new attributes and it supports records generated by Workflow. An AutoNumber can also be applied to entities that have a numbering system already such as Contracts, Cases, Articles, Quotes, Orders, Invoices, and Campaigns. AutoNumber field can be set to be read only or does not even have to be published to the form . There can be more than one AutoNumber for a record (i.e. multiple fields). Customizable prefix and suffix for each entity including setting the length of the prefix and/or suffix.The starting AutoNumber can be set by the user and the AutoNumber can be incremented or decremented. The amount of increment can be set by the user.

AutoNumbers can be of various format types: Integer, Floating point, Fixed length (padded left), Decimal value, Positive or negative values

At anytime the admin can stop, reset or restart the AutoNumber parameters. Records created prior to starting the AutoNumber system can be numbered by the AutoNumber add-in. The CRM user can preview the format of the AutoNumber. Autonumber supports online and offline users. (AutoNumbers are added to records when the user goes back online). AutoNumbers will never be duplicated or re-used. The system is enterprise class as there is no possibility of using the same number for 2 different records. If a record is deleted or deactivated it's number will not be used again.

Watch an AutoNumber online video.

Free Trial for AutoNumber add-in.

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Jerry Weinstock
Visit website