Auto-generate numbers for new Opportunity records?

(0) Share

Report

Posted on by ETconsultant

150

Hi All

I hope you're all staying safe and isolated at this pandemic time.

My client has indicated that they need new Opportunity records to auto-generate unique numbers (like project numbers). They would like it done this way so as to be consistent, avoid duplicity, and have a streamlined way of the system coming up with this field instead of manual input.

Can this be done in D365 Sales?

Many thanks. Tale care

I have the same question (0)

All responses (11)

Answers (2)

Pratik Jog 95 on at

Like (1)

Report

Hi ETconsultant,

Please refer the below link on how to configure Auto-Numbering in D365.

arunpotti.wordpress.com/.../

Was this reply helpful? Yes No
Verified answer

LuHao 40,892 on at

Like (0)

Report

Hi partner,

As Pratik said, we can create an OOTB auto-number field for Opportunity entity.

Whenever a new record is created, its auto-number field automatically generates value. It is locked and we cannot modify it on the form.

In addition to the link above, let me add some points.

In the make.powerapps.com, when go to Entities, you need to switch form Default to Managed to find the Opportunity.

I would recommend you set the auto-number field to be numbers plus random srtings rather than pure numbers, like {SEQNUM:5}-{RANDSTRING:4}.

The advantage is that when the user is using the offline D365, the auto-number field of the newly created record will not duplicate with others. If the auto-number field is numeric, it may be duplicated. If it is numbers plus random strings, it will not be repeated.

For example, the auto-number field for the latest opportunity is 0100. If a user creates an opportunity record using offline D365, it is 0101.At the same time, another user using online D365 creates an opportunity record, which is also 0101.

If the auto-number field is numbers plus random strings, these two values will be 0101-qwer and 0101-tyui, they will not be repeated.

Was this reply helpful? Yes No
ETconsultant 150 on at

Like (0)

Report

Thank you very much for this expanded info.

Do you know, if I make an existing field autonumber, what that will do to existing entries in that field (are they overwritten to blank)?

Was this reply helpful? Yes No
Suggested answer

LuHao 40,892 on at

Like (1)

Report

Hi partner,

For existing values, they do not change at all.

The field of the newly created records will automatically use the auto number attribute you set.

Was this reply helpful? Yes No
ETconsultant 150 on at

Like (0)

Report

Hi again Lu Hao

I have seen that the autonumber format I have created for the field works in the web view (where a lock symbol shows up next to the field on the left).

But in the app view, there is no lock symbol and the field does not auto-generate.

Any ideas?

Thanks for your time.

Was this reply helpful? Yes No
LuHao 40,892 on at

Like (0)

Report

Hi partner,

I tested in the UCI, and the autonumber field is not locked, but it auto-generates its value.

To lock it, just select read-only field in the field properties in the form editor.

Was this reply helpful? Yes No
ETconsultant 150 on at

Like (0)

Report

Thanks for checking. Interesting.

Regardless of lock or not, in the app view the auto field is not auto-generated, just left blank. In the web/customize area view on the same form, it does auto-generate.

I'm trying to see what I've missed but cannot. Might there be a lag in the system that needs some time for the App view to update itself with the auto format of that field?

Was this reply helpful? Yes No
ETconsultant 150 on at

Like (0)

Report

...Or, what also might be likely is I need to 'publish' this updated field format somehow. But I can't work out how to publish from 'powerapps'.

Was this reply helpful? Yes No
ETconsultant 150 on at

Like (0)

Report

UPDATE: Managed to find the 'Publish' button in powerapps. I had to go to 'Forms' and then the Publish option was there. Now new opportunity records have the auto field working properly.

Remaining issue: Existing Opportunity records do not update this auto field even upon re-saving. Is there a solution for this?

Was this reply helpful? Yes No
Verified answer

LuHao 40,892 on at

Like (1)

Report

Hi ETconsultant,

Yes, it is by design. The autonumber field does not work on the existing records.

To Auto Numbering existing records, please refer to

community.dynamics.com/.../auto-numbering-existing-records-in-microsoft-dynamics-365-crm

If the number of existing records is not large, you can also export the records as Excel and manually modify and import.

Was this reply helpful? Yes No