Show auto number from customer entity on new created record on order entity RRS feed

  • Question

  • I have created new customer entity call PO which has an auto reference number which is a text field  and every time a new recorded is created on the PO entity a new incremental number is generated for the new record.  

    I would like to show the last generated number which was create for PO rerecence number on new recode on CRM Order Entity?

    is this possible?  I try to use a workflow however I cannot quires the PO Entity   

    I would be grateful if someone can help.


    PJ Moka

    Wednesday, November 12, 2014 12:10 AM

All replies

  • What is your solution to generate an autonumber. Is this autonumber stored in some custom entity? please let us know the whole design

    Regards, Saad

    Wednesday, November 12, 2014 5:32 AM
  • Does the PO entity have a lookup to the Order Entity? If it does, then you can update it using a workflow. If not you could still easily update the CRM Order record with the latest PO autonumber using a plugin on post-create.

    Ibrahim Sukari, Technical Consultant | SharePoint | Dynamics CRM | LinkedIn Profile

    • Proposed as answer by Vinay J Thursday, December 4, 2014 6:15 AM
    Wednesday, November 12, 2014 12:04 PM