Add Auto Number attribute using XrmToolBox
With Dynamics 365 release 9.0
we got an interesting feature to add Auto-Number attribute to an entity.
Currently CRM has provided a way to add the attribute programmatically. I was searching
for a way to achieve this in which I don’t need to write any code. Luckily I have
found that XrmToolBox is giving the effortless way to create auto-number
attribute for the entity.
Let’s go step by step and add an
auto-number attribute to opportunity entity.
Step 1: Download XrmToolBox v1.2017.7.18 or higher
version.
Step 2: Extract the downloaded
solution and open the application.
Step3: Go to Plugin Store-> select
Auto Number Manager and click to install. As soon the plugin will get install
it will be available for you to use in Toolbox.
Step 4: Connect to your Organization
and now open Auto Number Manager from the tool list.
Step 5: Select earlier created
solution and choose the entity in which you want to add attribute. In my case I
have taken opportunity entity.
Step 6: Click on New Attribute and
enter appropriate details on right hand side fields.
LogicalName: Enter attribute logical name.
Maxlength: If you want to restrict the length of auto
number.
Number Format: CRM has provided three format option that
you can choose.
1- SEQNUM: Generate integer number
in a sequence, min value is 1.
2- RANDSTRING:
Generate random
string, max length is 6.
3- DATETIMEUTC:
Generate datetime.
In this example I have selected Oppty-{SEQNUM:5}-{RANDSTRING:4},
the Auto-number will start with Oppty prefix followed by five digit integer +
four digit random string.
Step 7: Click on Create.
Step 8: Go to CRM Solution and check if the attribute
got added.
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