Microsoft Dynamics CRM - Automatic Numbering
Posted on 2014-03-06
I’m trying to find a plugin/solution/method to create an automatic number for the Lead + Opportunity.
I currently have a system that creates a new Lead number automatically which is then mapped to the Opportunity, this works okay. However if the user creates an Opportunity without creating a Lead first no number is assigned. In this event I need the number system to generate the next sequential number and add it to the Proposal.
Any help is sincerely appreciated.