Many clients I have worked with have complained the awkward auto number format which Dynamics 365 CE offers – particularly the Case number which has the alpha numeric characters at the end which is not at all customer friendly.

To overcome this, we often had to write custom auto number plugin which will then introduce the complexity of handling the concurrent operations – to avoid duplicate auto number assigned to records.

We have good news! In the new Dynamics 365 CE (online) build, Microsoft offers custom format auto number as an OOB option and its highly configurable in terms of the auto number format – we can now have Datetime format in the auto number.

How to create an auto number field with customer format:

  1. This option is currently available only in the PowerApps solution editor UI. To access it, click on the ‘Try New Experience’ button in the Solution form.

 

2.In the Power Apps editor, choose the solution which has the entity added ( in which the auto number field has to be configured).

3. Select the entity and click on ‘New Field’

 

4. Choose the field type as ‘Autonumber’

5. Configure the Auto Number format and save the configuration

 

Test Result:

A record is created and the auto number is generated as per the format configured:

What it used take couple of days would now just take couple of minutes!

Hope this helps!

 

 

About the Author Dynatecon Solutions

DYNATECON is a group of dynamic professionals who are passionate about building affordable IT solutions using Dynamics 365 and Power platform. We focus on enabling digital transformation in Small scale as well as Medium scale industries. Whether you have 1 user or 100 users and planning to implement a new CRM system, please contact us at info@dynatecon.com. We can guide you for sure!