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IOTAP

Advanced Auto Number add-on - Dynamics CRM 2011 and 2013

by IOTAP
  • App Type

    Add-in/Add-on
  • Business Need

    Customer Service, CRM
  • Works With

    Microsoft Dynamics CRM 2011, Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online
  • Industry Focus

    General - Applicable to All

IOTAP’s Advanced Auto Number / Numbering add-on for Microsoft Dynamics CRM 2011 and 2013 allows automatic generation of unique reference IDs for all entities across the CRM system. The format of the reference ID can be customized to suit your business requirements.

Features & Benefits:
- Easy configuration and setup
- Functionality to update even existing records with auto-generated sequence
- Ability to generate Auto Number conditionally if required (eg scenario: generating a new autonumber only when Account Type = Member)
-Can have random numbers or random characters as part of auto-generated sequence
- Can have Day/Month/Year/Time in the auto-generated sequence
- Can have field values in the auto-generated sequence
- Can be applied to multiple fields of same entity
- 100% unique auto generated sequence
- No plugin registration tool needed
- Easily reset the Auto-Number manually or using a work-flow
- Supports records created during import process or those created by Workflow
- Supports all system as well as custom entities
- Customize the prefix, suffix, starting number as per your business needs
- Supports auto-padding of the counter with leading zeros
- Ability to reset counter automatically at year / month start
- Preview the format of the auto number sequence
- Microsoft Platform Ready for Microsoft Dynamics CRM 2011
- Supports unlimited users
- Free 12-months support

The trial version of AutoNumber add-on is available for immediate download and setup.

Recent Reviews

  • 4.5
  • Overall Rating 4.5 stars

IT Manager

Reviewed by:scottyhuff Reviewed on:5/9/2014

  • 4.5
  • Overall Rating 4.5 stars

Easily add unique ids to any type of record - system or custom

Reviewed by:Jahnavi_Ray Reviewed on:11/12/2013

  • 5.0
  • Overall Rating 5 stars

Great Product for generating account numbers in CRM

Reviewed by:IsmailN Reviewed on:11/8/2013

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The views and opinions submitted and expressed here are not those of Microsoft.

Version

2.0.0.2

Release Date

7/1/2014
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