web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Hi, how do I change the suffix of an ID (quotes, orders, cases, etc.) so it matches my own organization auto-numbering criteria?

(0) ShareShare
ReportReport
Posted on by 115

Hello, 

We're new to the CRM so we're still learning how to use it. The thing is that when you create a new opportunity, quote, order or case the system automatically provide it with an ID number.

This automatic ID number means nothing to us since we had our own numbering criteria before start using the CRM for our business control.

I already went to the Auto-numbering customizing section and learned that we can change the Prefix for those ID numbers, but  couldn't make it with the Suffix. The only thing you can establish is the number of digits that the Suffix will have.

Look forward to get some help from you top users!!!

Thanks in advanced!

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Gus Gonzalez Profile Picture
    27,113 on at

    Luis,

    If you understand Spanish, here is a post that explains this process:

    elblogdedynamicscrm.com/.../Se-puede-controlar-como-se-autonumeran-los-Casos-en-CRM-2011.aspx

    If not, let me know and I can translate the article for you.

    Good Luck!

  • Luis Rueda Profile Picture
    115 on at

    Hola Gus!

    Sí hablo español... Voy a verlo de inmediato.

    Te agradezco la pronta respuesta... te debo un favor...

    Saludos!

  • Gus Gonzalez Profile Picture
    27,113 on at

    Luis, tuviste chance the chequear el link?

    Te sirvio la información?

  • Luis Rueda Profile Picture
    115 on at

    Hola Gus,

    Sí claro ya la pudimos ver y la analizamos. Muchas gracias!!! Creo que vamos a necesitar muchas más horas de trabajo en el sistema para comprender bien estos detalles, pero básicamente ya tengo una respuesta sobre mi consulta con la info que me facilitaste.

    Espero en algún momento poder devolverte el favor.

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans