More order and traceability thanks to dynamic numbering systems
With our auto-numbering solution for Dynamics 365, you can automate the assignment of clearly structured, consecutive numbers for your data records. This Solution makes it easier to ensure consistency and improve the traceability of data across different business areas.
Main functions:
- Individual meter formats: Define user-defined numbering sequences for various entities such as Opportunities, Contacts and Invoices. You can use unique formats such as
INV-001,INV-002orOPP-01to easily distinguish data records. - Date integration: Integrate date information in various formats (e.g.
MM-JJ) in your numbering sequences to better organize date-dependent data records. - Business Unit & Account Information: Include business unit or account information in autonumbering to clearly categorize records by responsibility.
- Highly customizable: Set custom prefixes, suffixes and number lengths. Start counters at any number to easily customize your existing data structures.
- Annual counter reset: Enable counters to reset annually to allow easy tracking of year-specific records such as contracts or customer interactions.
- Flexible when creating or updating: Specify that auto-numbering is triggered when a data record is created or updated in order to have full control over the number assignment.
- Seamless workflow integration: The Solution can be easily integrated into existing workflows and can be used in processes such as the automatic numbering of sales orders, customer tickets or invoices.
