Sequential Numbering for Opportunities RRS feed

  • Question

  • I'm wanting to create a field within the opportunity form that will continue a sequential number. What we're dealing with is that our program does not fit into the quoting system within CRM, so we're creating an opportunity with each quote. We'd like to have our Quote numbers generated automatically by CRM. They are simply a 4 digit number that we would need sequential, not ever using the same number twice, even if a quote closes, we would just want it to continue 3204...3205...3206 etc.
    Friday, November 14, 2014 5:15 PM

All replies

  • you will have to use a plugin to generate the number and insert it post create.



    Saturday, November 15, 2014 1:06 PM
  • Or ... if you are using CRM 2013...

    Look at http://niiranen.eu/crm/2013/12/auto-numbering-workflows-real-time-vs-asynchronous/

    It works and its quite simple to set up.

    Rune Daub Senior Consultant - Dynateam CRM http://www.dynateam.dk

    • Proposed as answer by RuneDaub Monday, November 17, 2014 9:23 AM
    Monday, November 17, 2014 9:23 AM
  • And you don't actually need to use a new field. I have successfully used a plugin or real time workflow to insert our own numbers into the standard Opportunity / Case / Quote / Orders / Invoices, etc, fields. Using the OOTB fields is better since then there are less changes to forms, views & other functionality that likes to use the fields.
    • Proposed as answer by Caratacus Tuesday, November 18, 2014 9:51 AM
    Tuesday, November 18, 2014 9:51 AM