In nearly every Dynamics CRM project, you will be asked, at a time or another, to add an auto-numbering field to an entity. If you are (very) lucky, you can use the out-of-the-box auto-numbering feature, included in entities like Case, Campaign or Order. But if you are less lucky (let's say 99% of the time), you will be asked to add this feature on another entity, system or custom.
Hopefully, you have several options for that, each with some advantages and drawbacks. You can use some add-ons, with great options like custom formatting but with some cost, and sometimes unknown maintainability over CRM upgrades. You can use plugins, based on a "counter" custom entity. This won't require any license, but some development (so design and tests), and each enhancement will require more and more coding.
The third option, that I will explain today, does not require any coding, nor add-ons, just a few customizations. It sure has some limitations, but I think it is interesting enough to be detailed.
The third option, that I will explain today, does not require any coding, nor add-ons, just a few customizations. It sure has some limitations, but I think it is interesting enough to be detailed.
