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

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.

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.