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Verified
meenoo asked a question on 7 Apr 2015 9:13 AM

I am working on CRM 2013 OnPrem. I have to create unique id for each contact creation. But I already have existing contacts which also needs unique ids to be assigned. How to create unique ids to existing contacts and increment it to all the upcoming new contacts?
Looking for some suggestions and directions on how to proceed. Thanks.

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Suggested Answer
Mahadeo Matre responded on 7 Apr 2015 9:33 AM

To update existing contact with Unique Id.. you can create either workflow activity or console application.. which will update existing contacts.

and then you can create plugin / synchronous workflow to generate incremental unique Id.

Here are some tools/ code / sample to generate unique number for CRM

http://survivingcrm.com/2013/12/auto-numbering-workflows-real-time-vs-asynchronous/

http://www.zero2ten.com/blog/need-a-unique-id-for-a-microsoft-dynamics-crm-2011-entity/

http://www.powerobjects.com/blog/2012/11/06/crm-2011-auto-numbering-with-powerautonumber-and-look-up-fields/

Hope this will help.. 

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Mithilesh Kumar responded on 7 Apr 2015 9:59 AM

Hi Meenoo,

Use Real Time workflow as described below for Auto Number generation.

arunpotti.wordpress.com/.../auto-number-generation-using-real-time-workflow-in-ms-crm-2013

However, make it as On Demand as well for existing records. Run it for the existing contacts so that they start from number one.

Hope that helps

Thanks

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Verified Answer
meenoo responded on 9 Apr 2015 9:54 AM

I don't know why but running On Demand workflow for existing records didn't work for me. But found this link helpful and done it through exporting to excel and reimporting.

community.dynamics.com/.../327184.aspx

Thanks Chitra.

Thanks guys for your suggestions.

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Verified Answer
meenoo responded on 9 Apr 2015 9:54 AM

I don't know why but running On Demand workflow for existing records didn't work for me. But found this link helpful and done it through exporting to excel and reimporting.

community.dynamics.com/.../327184.aspx

Thanks Chitra.

Thanks guys for your suggestions.

Reply
Suggested Answer
Mahadeo Matre responded on 7 Apr 2015 9:33 AM

To update existing contact with Unique Id.. you can create either workflow activity or console application.. which will update existing contacts.

and then you can create plugin / synchronous workflow to generate incremental unique Id.

Here are some tools/ code / sample to generate unique number for CRM

http://survivingcrm.com/2013/12/auto-numbering-workflows-real-time-vs-asynchronous/

http://www.zero2ten.com/blog/need-a-unique-id-for-a-microsoft-dynamics-crm-2011-entity/

http://www.powerobjects.com/blog/2012/11/06/crm-2011-auto-numbering-with-powerautonumber-and-look-up-fields/

Hope this will help.. 

Reply