More order and traceability through dynamic numbering systems
With our autonumbering solution for Dynamics 365 , you can automate the assignment of clearly structured, sequential numbers for your records. This solution makes it easier to ensure consistency and improve the traceability of data across different business units.
Main functions:
- Individual counter formats: Define custom numbering sequences for different entities such as opportunities, contacts , and invoices. You can use unique formats such as
INV-001,INV-002orOPP-01to easily distinguish records. - Date embedding: Integrate date information in different formats (e.g.
MM-JJ) into your numbering sequences to better organize date-dependent records. - Business Unit & Account Information: Include business unit or account information in the autonumbering to clearly categorize records based on jurisdiction.
- High adaptability: Set custom prefixes, suffixes , and number lengths . Start counters at any number to easily customize your existing data structures.
- Annual counter reset: Enable counters that reset annually to enable easy tracking of year-specific records such as contracts or customer interactions.
- Flexible when creating or updating: Specify that autonumbering is triggered when a record is created or updated 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 automatic numbering of sales orders, customer tickets, or invoices.
