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Simplifying, CRM & xRM

Monthly Archives: May 2012

Did You Know, Dynamics CRM & xRM #13

General News, Points of Interest, etc.

Functional Features

Technical Development, Configuration, Deployment

Marketplace, Services, Products, Add-Ons

Videos, Presentations, Webinars

Did you know, Dynamics CRM & xRM #12

General News, Points of Interest, etc.

Functional Features

Technical Development, Configuration, Deployment

Marketplace, Services, Products, Add-Ons

Videos, Presentations, Webinars

Did you know, Dynamics CRM & xRM #11

General News, Points of Interest, etc.

Functional Features

Technical Development, Configuration, Deployment

Marketplace, Services, Products, Add-Ons

Videos, Presentations, Webinars

Dynamics CRM Formula Of The Week – Auto Number Generation

Scenario Overview

You need to generate an AutoNumber for the Account entity within the

Account Number field. The format of the AutoNumnber needs to meet the following

requiremnets,

  • Have a prefix of “Acc-“
  • Followed by a fixed nine digit number left padded with zeros
  • A number starting at 1,000 incrementing by 1 each time a new Account record is created

Formula Manager Solution

Formula Managers solution to this is to build a formula which will,

  • Execute on the create of Accounts within the system
  • Have a formula that generates the auto number requirements
  • Have the formula place the result of the formula into the Account Number field of the Account entity
Dynamics CRM - Formula Manager - AutoNumber

Formula Manager Steps

The following set of steps outline how to create this Formula

  • Create a new Formula with Dynamics CRM taking the default name for now
  • Set the Formula Type field to “Auto Number”
  • Set the Auto Number Field to 1,000. This is the starting point for the auto number generation
  • The Pipeline Stage is set automatically set to “PreOperation- Synchronous” for use. This means the formula executes within a transaction so if anything goes wrong with the saving of the record then the record will not be created
  • The Pipleline Event is set automatically to “Create”. This means the formula will only execute when a record is created
  • Set the Source Entity field to “Account”. This means the formula will only execute when an Account record is created
  • Do not set anything for the Source Property field
  • The Target Entity field is automatically set to Account for us
  • Set the Target Property field to Account Number
  • Set the Formula Description to,
  • Click the save button. You are now ready to test your formula.
  • Navigate to the Account entity & create a new Accont recrod. Verify that the Account Number field has been set to ‘Acc-000001000’

See Also

Did you know, Dynamics CRM & xRM #10

General News, Points of Interest, etc.

Functional Features

Technical Development, Configuration, Deployment

Marketplace, Services, Products, Add-Ons

Videos, Presentations, Webinars

Did you know, Dynamics CRM & xRM #9

General News, Points of Interest, etc.

Functional Features

Technical Development, Configuration, Deployment

Marketplace, Services, Products, Add-Ons

Videos, Presentations, Webinars