Skip to main content



No record found.

Project Operations forum

Generating Numbers with Finance Number Sequence within Project Operations

Posted on by 40

Hi everyone, 

I am a little bit confused.. Im pretty sure this feature was available, once.... 

I need the possibility to create records in Project Operations (CRM) and while they get created, Dual Write will call Finance (ERP) for generating a number from the NumberSequenceTable. The generated number goes back to Project Operations and replaces the standard generating number of CRM.

For ex: When I create an account in CRM I don't wont to insert an account number. The account number should be generated by the number sequence defined in ERP. Otherwise my numbering sequence will not be consistent as ERP uses a different structure as CRM. Sure.. I know I could make the structure the same.. But I need the more complex structure for number sequence from ERP provides. (Different numbers for vendors and customers, ...)

When I set account number to not be required in CRM I get an error from from Plugin Microsoft.Dynamics.Integrator.DualWriteFpRuntime.Plugins.PreCommitPlugin
Exception Message: {"RecordError0":"Unable to fetch entity CustCustomerV3Entity record. All primary column CustomerAccount, values are blank - "}

Thanks for your help!

  • Marco1992 Profile Picture
    Marco1992 40 on at
    RE: Generating Numbers with Finance Number Sequence within Project Operations

    Hi Mark,

    this was a workaround also thought of.. But it is a really annoying workflow.

    I'm in contact with Microsoft. They are looking for some practicable solution.

    I have created a idea for this.

    Thanks for voting!

    I let you know when I have any new insights

  • MarkB45 Profile Picture
    MarkB45 755 on at
    RE: Generating Numbers with Finance Number Sequence within Project Operations

    Hi Marco,

    I can't answer if the feature was ever available, I've got an F&O background so always worked with the more configurable number sequences, CE auto-numbering is very basic in comparison.

    However having said that we have a similar issue on the project I am working on, we have taken the option of creating a customer onboarding app where the customer data can be captured and then use PowerAutomate to create the data in F&O to then write back to CE so it picks up the F&O sequence.

    Bit of a workaround but gets you where you need to be.



Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .


André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 288,513 Super User

Martin Dráb Profile Picture

Martin Dráb 225,862 Super User

nmaenpaa Profile Picture

nmaenpaa 101,148


Featured topics

Product updates

Dynamics 365 release plans