It is really a strong requirement to have a feature for an "autonumbering" - field...there are solutions out there in the wild, but it would be very nice to have this feature out-of-the-box in Crm.
This is gap and although their are solutions available, they are not as detailed as needed and it seems crazy we all have to create our own auto numbering solutions.
Adding to the below it would be useful to be able to call your own javascript functions to populate the pre/postfix.
E.g. we have a reference number (company code)-ddmmyyyy-(counter for the day)\
It seems easier to allow execution of your own javascript functions than trying to handle all of these scenarios.
Also, the autonumbering feature is currently available at organization level, if this could be made available at a business unit level it would really help.
I concur. I found many solutions out there which rely on a custom entity to keep the count. Although I appreciate the effort, such solutions are quite sloppy when comparing with the built-in auto numbering for Quotes, Orders, etc.
Surely we do need a 'configurable' numbering system. A very logical numbering systems have been developed using plugins but the Admin guys cannot change it as per need
We need it also on Custom entities.
On Offers / invoices and Orders we have always requests to have autonumber including a period + restart
Example
year 2012 invoice number : 2012/ 00001 to 2012/XXXX
Year 2013 invoice number : 2013/ 00001 to 2013/XXXX
80% of the customers I meet restart numbering per year
Thank you for your feedback. We released this feature in Dynamics 365 (online), version 9.0. Please refer to the following link for more information:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/create-auto-number-attrib...
Thanks,
Srikumar Nair
PM, Microsoft