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Auto Number attributes in Microsoft Dynamics 365

Jonas Rapp Profile Picture Jonas Rapp 536

With the release of Microsoft Dynamics 365 Customer Engagement v9.0 “July 2017”, two of the most requested customization features were finally implemented in the platform:

  • Multi-select optionsets
  • Custom auto numbered attributes
The first one has full customization features available in the UI out of the box, but to create and manage auto numbering attributes you have to write code utilizing SDK-functions.

This article will describe how to use the Auto Number Manager tool for XrmToolBox giving an intuitive UI to access SDK-only features for auto numbering.

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Auto Number Features

The Auto Number attributes support three different types of placeholders – sequential numbers, random text, and date/time in different formats.

Syntax

Sequential number:

  {SEQNUM:n} where n is the minimum number of digits.

Random text:

  {RANDSTRING:n} where n is the number of characters in the random string. Maximum value for n is 6.

Date/time:

  {DATETIMEUTC:fff} where fff is a standard datetime format string. See documentation.

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