Microsoft Dynamics CRM 2013: Need to put a Sequential Number on a Record like Opportunities?

Microsoft Dynamics CRM 2013: Need to put a Sequential Number on a Record like Opportunities?

We get asked about this quite often from our customers: "Can I get an Auto Generated Number on Opportunities like ABC0001, ABC0002 etc?"

In CRM there are some Records that have a number assigned to them like Quotes, Orders and Invoices. Other Records like Opportunities, Accounts or new records that you may create in the system (like Projects) do not have a systematic, user friendly number out of the box.

Zero2Ten has created the AutoNumber Solution for those customers that would like a number automatically assigned to each record and incremented for subsequent records.

The AutoNumber Solution allows you to establish the number that you want to start with, prefix it with some letters or an acronym and start to number each record created in the system moving forward.

This is 1 of many solutions that we have for our customers in order to help drive User Adoption and use of Microsoft Dynamics CRM.


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