Microsoft Dynamics CRM - Automatic Numbering

Good day,

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.


Who is Participating?
Feridun KadirConnect With a Mentor Principal ConsultantCommented:
I recommend reviewing this free product

which includes an auto-numbering tool.

I think (but you will have to check) that you can configure auto-numbering with this tool to generate sequential numbers across more than one entity.
Rikin ShahMicrosoft Dynamics CRM ConsultantCommented:

Create a post create plugin on Opportunity Entity. Check if the number is not present (in case of opportunity is independently created) get the max number from the leads. Add a number and update the opportunity.
Performance_ImprovementsAuthor Commented:
Thank feridun, after mapping from Lead to Opportunity I was able to add a condition in the Process for Opportunity  If "Does Contain Data" cancel workflow, and the solution worked.  

Many thanks.


Train for your Pen Testing Engineer Certification

Enroll today in this bundle of courses to gain experience in the logistics of pen testing, Linux fundamentals, vulnerability assessments, detecting live systems, and more! This series, valued at $3,000, is free for Premium members, Team Accounts, and Qualified Experts.


Feridun I am looking for a tool that provide this exact features. Is this tool compatible with CRM 2016?
Feridun KadirPrincipal ConsultantCommented:
I am using it in a CRM 2016 system. Although the page at the link doesn't specifically mention CRM 2016 it does seem to work. I suggest you test it in a non-production system first.
Thank you for your response.
Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

All Courses

From novice to tech pro — start learning today.