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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Quote ID auto number
Customer experience | Sales, Customer Insights,...
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Quote ID auto number

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Posted on by Evgenich 80
Hello everyone,
 
Any way to change Quote auto numbering from:
Quo-SEQNUMMER - RANDSTRING
Example: 
QUO-01075-D77W3T
 
 
To:
SEQNUMMER-revision ID

QUO-01075-1
 
Next revision:

QUO-01075-2 and so next
 
Thank you
 
  • Verified answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,480 Super User 2024 Season 2 on at
    Quote ID auto number
    I don't think this is possible.
     
    Custom development may solve but you need to try:
     
    For example
    1. Export and import - You can try by updating data using excel but this will be manual steps. export the data from CRM update the sequence.
     
     
    Please try this on sandbox or other environment then only move this production.
     
    Thank You,
    Pradeep Rai.
  • Evgenich Profile Picture
    Evgenich 80 on at
    Quote ID auto number
    What i mean:
     
    Old Numbering (CRM version 8):
    QUO-17142-1 (revision 1)
    QUO-17142-2 (revision 2)
    QUO-17142-3  (revision 3)
     
    New Numbering (CRM version 9):
    QUO-17142-MJBB9O (revision 1)
    QUO-17144-6ADK8G (revision 2)
    QUO-17145-6AFI7L (revision 3)

     
    Any way to switch back to old numbering format? Dont see any sense to generate also random ID at the end if Sequence still go +1 with each revision
  • Evgenich Profile Picture
    Evgenich 80 on at
    Quote ID auto number


    Pradeep Rai 

    Sorry for not writing it at beginning
    We have Dynamics CRM on premise Version 2104 (9.1.24.11) (DB 9.1.24.11
  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,480 Super User 2024 Season 2 on at
    Quote ID auto number
    Please find below logic:
     
    Thank You
  • Evgenich Profile Picture
    Evgenich 80 on at
    Quote ID auto number
    Right after several revisions ive got:
    QUO-17139-IHBEGO
    QUO-17136-4665LA
    QUO-17134-93EB93
    QUO-17133-8O89UO
    QUO-17132-96A4LH
    QUO-17104-E9JNK7

    For the same quote after each revision. In that case what point of Random string if each revision got own sequence number?

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