Microsoft Dynamics CRM 2015 Add-Ons
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Advanced Auto Number - Microsoft Dynamics CRM
IOTAP’s Advanced Auto Number add-on for Microsoft Dynamics CRM 2011/2013/2015 allows automatic generation of unique reference IDs for all entities across the CRM system. The format of the reference ID can be customized to suit your business requirements.
Overview
Advanced Auto Number for Microsoft Dynamics CRM allows automatic generation of unique reference IDs for all entities across the CRM system. The format of the reference ID can be customized to suit your business requirements.

Features
  • Easy configuration and setup
  • Functionality to update even existing records with auto-generated sequence
  • Ability to generate Auto Number conditionally if required (eg scenario: generating a new autonumber only when Account Type = Member)
  • Can have random numbers or random characters as part of auto-generated sequence
  • Can have Day/Month/Year/Time in the auto-generated sequence
  • Can have field values in the auto-generated sequence
  • Can be applied to multiple fields of same entity
  • 100% unique auto generated sequence
  • No plugin registration tool needed
  • Easily reset the Auto-Number manually or using a work-flow
  • Supports records created during import process or those created by Workflow
  • Supports all system as well as custom entities
  • Customize the prefix, suffix, starting number as per your business needs
  • Supports auto-padding of the counter with leading zeros
  • Ability to reset counter automatically at year / month start
  • Preview the format of the auto number sequence
  • Microsoft Platform Ready for Microsoft Dynamics CRM 2011
  • Supports unlimited users
  • Free 12-months support

Works with
  • Microsoft CRM Online
  • Microsoft CRM On-Premise
  • IFD
  • Partner-hosted

Screenshots






Maintenance & Support
All add-ons offered by IOTAP come with one year of annual maintenance and support.