Easy, no code, auto numbering for Microsoft Dynamics Online with Prefix, Suffix, and preceding zeros option! Works with any entity, custom or out-of-the-box
Example: L0001D, Loan#00001, P0310
Step 1 - Download the Solution
Download the solution from the Clark & Ali Github
Step 2 - Upload the Solution Zip file into your Dynamics 365 environment
Click on Settings, and then select Solutions
Click on Import
Choose the Zip file, click Next and then Click Import
Wait for the import to finish
Step 3 - Configure the Solution
Refresh your page, Click on the Menu, and select Settings
You should now have a Clark & Ali Dev Tools Group with an Entity called Auto Number Config inside it.
Click on this entity
Click new in the top left corner to create an Auto Number Config Record
You should see a record that looks like the image below
Fill out the record according to the suggestions below
Replace "Entity" with the name of the Entity where you will use Clark & Ali's Auto Number Tool. I am going to use my "Loans" Example Entity
Add a prefix like "L". A value is not required and you can have as many characters as you would like.
The Seed Value has a default of 1, but can be changed to start at any value.
Add a Suffix like "D". A value is not required and you can have as many characters as you would like.
You can click save now if you like, or I recommend the advanced configuration below, preceding zeros look much better than leaving it in the basic configuration
At this point your Auto Number ID would appear as L1D, assuming you configure the workflow in Step 5. After the creation of a second record it would show L2D.
Advanced Configuration: Add preceding Zeros or another character [Before or After Prefix]
1. Change Advance Configuration to Yes (Pretty much all you need to do for this section)
2. By default the # of Digits is set to 4. 4 digits will return 0001, Example: L0001D, L0002D, L0003D... etc. If you want your ID to look like L00001D, pick 5.
3. By default the Placement of Value is "After Prefix". If you change it to before, Example: 0001LD.
4. By default the Digit Value is 0 and I would leave this as 0. If you change this to 1, Example: L1111D, if you use X, it would be LXXX1D.
5. Click Save
Step 5 - Create the N:1 relationship between your entity and the configuration entity
Click on Settings, and select Customizations
From the Menu, select "Customize the System"
From the Menu on the left, Click the Entity drop down, Navigate to the Entity you would like to show your Auto Number inside, click the drop down next to it and find "N:1 Relationships" like the image below
Click on New Many-to-1 Relationship
From the Primary Entity drop down, Choose "Configuration Entity"
Under the lookup section, fill in the Display Name with Configuration Entity
Click Save and Close
Normally I adjust the "Name" to configuration_loans, but honestly it does not matter
Step 6 - Create and configure the workflow
Below the Entities drop down, select Processes
Click New to create a new workflow process
1. Process Name: Name the Workflow, I name my workflows as follows, [Entity:Purpose]
2. Category: Choose Workflow
3. Entity: Choose the entity where you will use autonumber
4. Make sure "Run this workflow in the background" is unchecked
Make sure "New blank process" is selected
Make sure that under the options for automatic processes has "Record is created" checked off, it should have this by default
Click Add Step, Select DevToolsWF (126.96.36.199), and then click DevToolsWF.AutoNumber
When the workflow step appears, click Set Properties
Click on the small magnification icon under the value column
Select Auto Number Configuration for "Entity"
Yours may be named differently, this name comes from the Configuration record you created in step 3
Click Save and Close
Click Add Step again, and select Update Record
When the Update Record workflow step appears, make sure that the entity you would like the autonumber to be in appears on the workflow step, click Set properties
Click the field where you would like the autonumber to appear
Click first dropdown under "Look for:" and select DevToolsWF.AutoNumber
Click Add and then select OK
Yellow highlighted text should appear in the field, see the image below
Click Save and Close
Click Save on the Workflow form and then click Activate, Click Activate again on the pop up window
You're all setup, but please contact us if you have any issues configuring any of the steps mentioned above. We want to produce the best solutions possible and need feedback to do so! Please leave a comment and let us know if you want to have additional customization abilities or a simple "it works"!