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Microsoft Dynamics CRM (Archived)

auto-numeration

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Posted on by 70
Could you give me a piece of advice how to implement such functionality:

It is necessary that when a user creates an opportunity a number is  automatically written in the ID-field. It must be like YY-MM-two-digit number that starts from the beginning each new month.

How should the systen determine the next number with the same  beginning YY-MM- ?
Should the numeration be organized as a code to download a form or as a workflow?

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  • alf Profile Picture
    17,915 on at

    Hi Ekaterina,

    I'd recommend a plug-in that runs on create of new opportunities.  The plug-in can get the current year, month.  The plug-in will also have to query and count then number of opportunities created 'this month' or better yet, count opportunities that have an ID like 'yy-mm-%'.  Then increment by one and you have your next one.

     

  • Vigo Voras Profile Picture
    25 on at

     Hi Ekaterina,

     Recently it become more popular to use SQL update approach http://blogs.msdn.com/crm/archive/2008/05/13/auto-numbers-in-microsoft-dynamics-crm.aspx

    But as for me - it's not the best way cause it's unsupported... 

    In our company we have used approach that make use of separate custom entity that holds values http://weblogs.asp.net/gayanperera/archive/2008/10/23/crm-4-incremental-numbering-for-any-entity.aspx

    We have used it for auto-numbering of a custom entity similar to "Invoice", hence we had to have UNIQUE numbers (that is possible only within the second approach)

    Hope this helps.

    Vigo Voras
    vigo(dot)voras(at)gmail(dot)com
    CRM MCP
    "I can still remember how it was with 1.2 ..."

     

     

     

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