Skip to main content

Auto Counter in CRM

For Microsoft Dynamics CRM 2015/2016, one of the major challenges faced by developers is generating Auto numbers on various entities. To overcome this, Soluzione IT services releases “Solz Auto Counter”
solution to automate the process of adding counters to the CRM entities. It allows user to configure counter for default as well as custom entities. Here, you can put any prefix, suffix, counter zero padding and specified date formats with Auto numbering. You can set initial value of counter and its incremental value as well. At any point of time it can be activated or deactivated. You can also provide Security Role as per the user access in Dynamics CRM, it can be Read Only or Admin Access.
One can configure the Auto counter as per the example given below.
1.Install the SolzAutoCounter solution in Dynamics CRM by importing the managed solution. After it is successfully installed you should have SolzAutoCounter in your solutions as below.

2.Clicking on the Auto Counter to navigate the sub-grid.



3.Create a new auto counter record to configure the counter settings.



4.Go to Account entity and create a new record and save


Key Features

  •  It allows user to use the auto counter in Microsoft dynamics CRM online or on-premises versions.
  • It allows user to configure the counter for Microsoft dynamics CRM default as well as custom entities.
  • Quick create to set auto counter for any entity.
    • You can use the following date formats to add as prefix or suffix of the counter
      •  Use format “[d]” to Return only date
      • Use format “[m]” to Return only month
      • Use format “[y]” to Return only year
      • Use format “[ddd]” to Return Day First Three Letters
      • Use format “[dddd]” to Return Day Name
      • Use format “[mm]” to Return Month Number In Integer
      • Use format “[mmm]” to Return Month First Three Alphabets
      • Use format “[mmmm]” to Return Month Name
      • Use format “[y]” to Return Year Last Value
      • Use format “[yy]” to Return Year Last Two Value
      • Use format “[yy]” to Return Year Last Three Value
      • Use format “[yyyy]” to Return Year Last Four Value
      • Use format “[yyyyy]” to Return Year Last Five Value
    • Activate or deactivate counter at any time easily. This will activate or deactivate when the auto counter record is set to activate or deactivated status.

    • To get more details Please contact us at http://solzit.com/auto-counter-crm/@Solzit.com







Comments

Popular posts from this blog

Dynamics CRM Development: Tips and Tricks – Calling a Workflow from Ribbon Button

There are a lot of quick ways of doing things in Dynamics CRM but developers struggle in finding how. Today I am going to explain how to call a workflow on a custom ribbon button. Let’s say you have a situation, where you want to perform some operation on customribbon button on “click event”. Let us take an example. I have a button on OPPORTUNITY form called‘ConfirmRequest ’. On the click event of this button I have to generate an ORDERandalso want to send an email. The best way to achieve this is by creating a workflow. Butthe issue is, how to call workflow on the button click. There are many solutions posted on the web, that involve using JavaScript, web resources etc. however there is a much easier way that requires no codin g. For this we use Ribbon Workbench. The same can be downloaded from the link  https://www.develop1.net/public/Download%20Ribbon%20Workbench%202013.aspx.  Download and install the solution in your CRM instance. Here are the steps to follow: ...

Migrate MS Dynamics CRM 2016 to MS Dynamics 365 with ease

Migrate MS Dynamics CRM 2016 to MS Dynamics 365 withease M icrosoft Dynamic s announced the launch of Dynamics 365 and bring all products under same umbrella somewhere towards the end of 2016. There seems to be a lot of curiosity and apprehensions amongst the users regarding working of the platform and transition from old system to new one. Being Microsoft Partners, we have upgraded systems for few of our clients and here are some of the learnings. The best part is that most of the update process is to be handled by Microsoft and was mostly uneventful for us. The major concerns being, how it will impact existing customizations, do we need to recode or customize. The existing workflows, plugins and javascripts will work or break. How much will the new platform support it. So here is a brief summary Preparationis the key to success! The crux of smooth transitioning lies in these words. Several Microsoft Dynamics CRM 2016 clients might have just finished their tran...