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Advanced Auto Number - Microsoft Dynamics CRM

(5.0)
Price:   $289.00   
User Tier: 


DEV-TEST:
Quantity:  
IOTAP’s Advanced Auto Number add-on for Microsoft Dynamics CRM allows automatic generation of unique reference IDs for all entities across the CRM system.
The trial version is available for immediate download and setup.

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. 

Click Here to try "CRM AutoNumber Trial product" that is available for immediate download and setup.

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

  • Supports unlimited users

  • Free 12-months support

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

Download Brochure - Advanced Auto Number for Microsoft Dynamics CRM: DOWNLOAD NOW !

Screenshots

The prefix, suffix and counter are all customizable. In this example we are configuring the “accountnumber” field of the Account entity.

Free Trial:

Please CLICK HERE for the free version of CRM Auto Number that is available for immediate download and setup. Upon filling your request, you will receive an email from IOTAP with the download link.

 

READ REVIEWS about IOTAP on Microsoft Pinpoint.

 

 

Active CRM Users

Perpetual / One-Time

1-24

$289

25-49

$399

50-99

$599

100-249

$799

 250+ Please send email   sales@iotap.com

Test Instance for the same Org

$199

 

Customer Reviews Customer Review Summary (Total of 1 reviews)

(5.0)

This Auto numbering add-on helped us customize the CRM entities that are not supported by the built-in numbering system in Microsoft Dynamics CRM. IOTAP's auto-numbering system created unique, easy to read reference numbers for records in the CRM system which was easy for my team to associate with. The implementation was effortless and customization was seamless.
By Jennifer
9/25/2012

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. 

Click Here to try "CRM AutoNumber Trial product" that is available for immediate download and setup.

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

  • Supports unlimited users

  • Free 12-months support

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

Download Brochure - Advanced Auto Number for Microsoft Dynamics CRM: DOWNLOAD NOW !