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Auto Number for Microsoft Dynamics CRM 2011

Essential Microsoft Dynamics CRM 2011 Solutions

 

The Gap Consulting Auto Number Solution has been designed so it’s available as a single code base for Microsoft Dynamics CRM 2011 Online, On-Premise, and Partner Hosted deployment scenarios.  Auto Number provides you with the ability to generate Auto Numbers based on your business requirements.  It’s easy to use Auto Number to create a new Auto Number Definition as there is no need to use the plug-in registration tool, and no requirement to know the technical names of entities or fields.

This release is fully functional, and installs by default in Trial Mode, which means approximately 1 in every 10 Auto Number requests will generate just random text. Trial Mode can be removed by applying a licence key for your CRM Organisation. To obtain this licence key, please contact us.

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Benefits

  • Create easy to read reference numbers for your business areas in Microsoft Dynamics CRM 2011
  • No programming knowledge is required.  Import the Microsoft Dynamics CRM 2011 Auto Number Solution, and be up and running in minutes!
  • Tested as 'Microsoft Platform Ready' for Microsoft Dynamics CRM 2011
  • Available for all deployment scenarios including CRM Online, On-Premise, and Partner Hosted
  • Install and configure Auto Number without requiring any technical knowledge or having to use the plug-in registration tool.

Features

  • Developed using a single code base for all deployment scenarios including CRM Online, On-Premise, and Partner Hosted
  • Compatible with Sandbox mode to provide support for CRM Online
  • No need to use the plug-in registration tool
  • Unique locking approach implemented to reduce the risk of duplicate numbers being created
  • Supports customisable entities and fields including new custom entities and fields.  Create your own Auto Number Definitions.  Select an Entity and Field from a list, no need to manually type in technical information.  Create multiple Auto Number Definitions for the same Entity.
  • Auto Numbers are created for all records regardless of whether created through the CRM User Interface, SDK, or offline clients (which get their auto number when synchronising)
  • Auto Number Definition automatic target field length checking to avoid accidental configuration errors
  • The Auto Number field does not need to be visible on the form for solution to work
  • You can have multiple Auto Number Definitions for the same entity with different field requirements
  • Customise the starting number, prefix or suffix for each Auto Number Definition
  • Increment Auto Numbers by an increment of your choice
  • Preview the Auto Number via the Auto Number Definition form
  • Disable Auto Number Definitions by using standard CRM to deactivate the record
  • Reset your Auto Number if required by typing in the reset value.

 

Auto Number for Microsoft Dynamics CRM 2011

Download the RTW v5.0.4.10 here

Installation Steps:

Please use these steps to install Auto Number RTW v5.0.4.10

Step 1: Navigate to Settings > Solutions, and import the v5.0.4.10 Auto Number solution.
Note: During import ensure you select the 'Activate Processes' tick box.

Step 2: Once imported, click on 'Publish All Customizations'. Refresh your browser.

Please note: If you have previously installed the Beta software, you will need to remove it before installing this RTW version.

Contact Gap Consulting for further information.