How to update customer account number format in Dynamics 365 CRM system

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Posted on by Erick Li

We're using Dynamics 365 CRM, with Dynamics 365 Financial and Operations.
Now when we create new customer in CRM system, the new account number like Cust00005, and now we want to update the account number, to make new created customer account number like C000000001.

I am new to CRM system, and I have no idea where to update the setup, could anyone help with screen short cut with the setup?

Thanks very much in advance!

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Answers (2)

Erick Li 50 on at

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RE: How to update customer account number format in Dynamics 365 CRM system

Thanks very much for your help, this approach is very easy to follow and we have resolved our issue.
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LeoAlt 16,331 on at

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RE: How to update customer account number format in Dynamics 365 CRM system

Hi partner,

Here are the steps.

1.You should use Xrmtool box, please download it and install these tools: "AutoNumber Manager","Bulk Data Updater","FetchXml Builder".

2.Update the new number format for your existing records in "AutoNumber Manager".

Select the solution you are working on and choose the number field, then set the format to C{SEQNUM:5} which represents C00001 format.

Click update.

3.Create a new temporary entity with a lookup field related to contact entity, and set the "new_name" as optional.(in default it is business required)

4.Create a number field for the new temporary entity in "AutoNumber Manager" tool.

5.Create a workflow based on "Contact" and trigger it when number field has been changed.

6.Add a condition to check if the number field already has data, then stop the workflow.

7.If not, add a create action to create new temporary record and set its lookup field to current contact.

8.Add an update action for contact and set its number field value as the temporary entity number value.

9.Use "Bulk Updater" tool to update the contacts you need and update the number field only.

After running all the steps above, I changed my existed numbers successfully.

For example, in my custom entity, the original number is "C00001", now I want to update them to "CCC-00001".

Before

After

You could also refer to this link for more details.

https://jonasr.app/2019/02/anm-existing/

Regards,

Leo
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Bipin D365 28,959 Moderator on at

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RE: How to update customer account number format in Dynamics 365 CRM system

Hi,

You need to modify Auto Number attribute to make this changes if you have used this in your project.

docs.microsoft.com/.../create-auto-number-attributes

If you have used plugin code to generate auto number then modify the code.

Please mark my answer verified if i were helpful