Create Auto-Numbering in Microsoft Dynamics 365 Entities

Auto Number Creation on Account Entity

In Microsoft Dynamics 365, you can create auto-numbering for entities without writing code by utilizing the built-in functionality provided by the platform. Here's how you can achieve this:

• Navigate to the Customization Area: Log in to your Dynamics 365 environment with appropriate permissions. Navigate to the area where you can customize entities. This is typically found in the Settings menu.
• Select the Entity: Choose the entity for which you want to create auto-numbering. This could be a custom entity or a standard entity like Account, Contact, etc.
• Create a New Field: Within the selected entity, create a new field of type "Auto-number". This field type automatically generates a unique alphanumeric identifier for each record based on a defined format.
• Configure the Auto-number Field: Once you've created the field, configure its properties. You can set the prefix, suffix, format, starting number, and increment value according to your requirements.
• Save and Publish Changes: After configuring the auto-number field, save your changes and publish them. This will make the auto-number field available for use within the entity.
• Test the Auto-numbering: Create a new record within the entity, and you'll notice that the Auto-number field gets populated automatically based on the configured format and settings.
  

Provide display name and Select Data Type = # Auto Number.

The auto Number type are

1. String Prefixed Number
2. Date Prefixed Number
3. Custom

String Prefixed Number

• Prefix we can provide any string value
  Ex: Allam_1001
• Minimum number of digits are
  The value must be less than 9007199254740991
• Seed Value
  The value will start with 1000
  

Date Prefixed Number

Date Format is

• 2024-29-02
• 2-29-2024
• 2-29-24
• 02-29-24
• 29-Feb
• 29-Feb-2024
  

Custom Format

• Add Sequential number to format.
• Add datetime to format.
• Add random string to format.
• We can give any order ex: first string /date time/ sequential.
  
  
• Maximum character count is 1- 4000
  The maximum length must be a value between 1 and 4000.
• Input method editor (IME) mode.
  • Active
  • Auto
  • Disabled
  • Inactive
    
    
• After creating a new field, proceed to add it to the form for accessibility and usage. Subsequently, when generating an Account record, the Auto Number field should populate as 'allam_10000'.