I'm looking to do an auto number for every new opportunity that is opened.
I've been told that I need a plug in as it is not possible to configure auto numbering for this entity.
Can anyone help?
*This post is locked for comments
I have the same question (0)Hi Dorothy,
Correct - you will need to code a plugin that does this. Here's a good blog on the code needed:
mscrm-chandan.blogspot.com/.../auto-numbers-in-microsoft-dynamics-crm.html