Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Trigger for next autonumber with field

Posted on by

In Dynamics 365 v9 you can create autonumbers for any(?) entity. My question is if you can someone trigger to create/or not create the next autonumberbased on some field, either via plugin, workflow or other. 

E.g. I'm creating a new account. As of now it is just a prospect/lead, but I don't want to use the lead entity. When I check checkbox or set a value in an optionset I want to generate the next autonumber for this account. As it is now it will generate the next number when I create the new record.

Possible with the OOB-functionality or do I have to resort to a ISV solution, like Celedon's or other.

*This post is locked for comments

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans