How to Enable Auto Numbering for Field Service Entities in Dynamics 365 CRM

By | July 31, 2019

Introduction

There are various options for providing an automatically generated number for the next record created in Dynamics 365 CRM. This feature is useful to uniquely identify records.

Latest Field Service upgrades introduced (version) of this feature independently for Field Service by configuring the settings from ‘Field Service Setting’ area.

This blog will be the walkthrough for steps need to be performed in order to enable the auto numbering for field service entities.

In the given scenario, there is a need to auto number the Work Order entity. So, let’s begin with the steps to configure the same.

Step 1: Navigate to ‘Field Service Setting’ area and click on ‘Opt-In to Auto-Numbering’ button on ribbon bar.

Field Service Entities in Dynamics 365 CRM

Step 2: This will ask to opt-in with the popup window, next click on ‘Opt-In’ button to proceed.

Field Service Entities in Dynamics 365 CRM

Step 3:  Click on ‘Yes, proceed with opt-in’ on the ‘Auto-Numbering Opt-In Confirmation’ popup window.

Field Service Entities in Dynamics 365 CRM

Step 4: We have Opt-In for Auto numbering, now we can enable the auto numbering for Work Order entity. Click on ‘# Auto Numbering’ button.

Field Service Entities in Dynamics 365 CRM

Step 5: This will open the pop-up window to Configure Auto-Numbering and ask you to select the entity for which you want to enable the auto numbering. So, select Work Order from the drop-down list.

Field Service Entities in Dynamics 365 CRM

Step 6: Enter other configuration details as shown in the below screenshot.

Let’s consider that we have 2000 existing work orders in CRM. The numbering for next work orders should start from 2001 with Field Service Auto numbering. For this we need to specify the Starting Number as ‘2001’.

Click on ‘Apply’ in order to apply the changes.

Field Service Entities in Dynamics 365 CRM

Step7: After clicking on Apply a message will be displayed – ‘Work Order settings have been successfully updated’.

Field Service Entities in Dynamics 365 CRM

Now, Work Orders are ready for auto numbering and whenever new Work Order is created, Work Order number will be auto numbered from ‘2001’ since we have provided Starting Number as ‘2001’ in the configuration.

Field Service Entities in Dynamics 365 CRM

Given below is the description for parameters while configuring the Auto numbering:

Field Service Entities in Dynamics 365 CRM

Conclusion

‘Auto Numbering’ feature allows us to auto number the field service entities and avoid duplicate records in CRM.

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