Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

how to customize existing case number generating rules

Posted on by 2,397

Hi, is there any way we can customize the existing case number generating rules, or I have to create plugin, I prefer to generate through JS.

*This post is locked for comments

  • a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: how to customize existing case number generating rules

    For future - it was not clear from your initial question what changes are you looking for. If you want to get "good" answer try to describe your issues or requirements in detail ;)

  • Verified answer
    Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: how to customize existing case number generating rules

    I would recommend looking for one of the autonumber tools out there, and not to write your own.  

    JS isn't reliable, because you HAVE to assume every case will be opened by a person, and not created by a process, or a "convert to Case" from a phone call or email.

    Plus, if you don't make sure to use record locking, Cases created at the same time can get the same number from your autonumber plugin.  

  • Verified answer
    Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,397 on at
    RE: how to customize existing case number generating rules

    Hi

    You would have to use auto-number Plugin, if you do not want the OOB format.

  • sdnd2000 Profile Picture
    sdnd2000 2,397 on at
    RE: how to customize existing case number generating rules

    yes, but I do not want the prefix and suffix, and I want the case number in this format "yyyyxx", x will be incremented number

  • a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: how to customize existing case number generating rules

    Hello,

    You can configure it using OOB functionality - CRM -> Settings -> Administration -> Auto-Numbering -> Cases Tab.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans