{"id":20038,"date":"2019-07-31T09:36:03","date_gmt":"2019-07-31T09:36:03","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=20038"},"modified":"2023-01-13T14:10:29","modified_gmt":"2023-01-13T08:40:29","slug":"how-to-enable-auto-numbering-for-field-service-entities-in-dynamics-365-crm","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2019\/07\/how-to-enable-auto-numbering-for-field-service-entities-in-dynamics-365-crm\/","title":{"rendered":"How to Enable Auto Numbering for Field Service Entities in Dynamics 365 CRM"},"content":{"rendered":"

Introduction<\/strong><\/h2>\n

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.<\/p>\n

Latest Field Service<\/a> upgrades introduced (version) of this feature independently for Field Service<\/strong> by configuring the settings from \u2018Field Service Setting<\/strong>\u2019 area.<\/p>\n

This blog will be the walkthrough for steps need to be performed in order to enable the auto numbering for field service entities.<\/p>\n

In the given scenario, there is a need to auto number the Work Order entity. So, let\u2019s begin with the steps to configure the same.<\/p>\n

Step 1:<\/strong> Navigate to \u2018Field Service Setting\u2019<\/strong> area and click on \u2018Opt-In to Auto-Numbering<\/strong>\u2019 button on ribbon bar.<\/p>\n

\"Field<\/p>\n

Step 2: <\/strong>This will ask to opt-in with the popup window, next click on \u2018Opt-In\u2019 <\/strong>button to proceed.<\/p>\n

\"Field<\/p>\n

Step 3: \u00a0<\/strong>Click on \u2018Yes, proceed with opt-in\u2019 <\/strong>on the \u2018Auto-Numbering Opt-In Confirmation\u2019 <\/strong>popup window.<\/p>\n

\"Field<\/p>\n

Step 4: <\/strong>We have Opt-In for Auto numbering, <\/strong>now we can enable the auto numbering for Work Order entity. Click on \u2018# Auto Numbering<\/strong>\u2019 button.<\/p>\n

\"Field<\/p>\n

Step 5: <\/strong>This will open the pop-up window to Configure Auto-Numbering <\/strong>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.<\/p>\n

\"Field<\/p>\n

Step 6: <\/strong>Enter other configuration details as shown in the below screenshot.<\/p>\n

Let\u2019s 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<\/strong>. For this we need to specify the Starting Number as \u20182001<\/strong>\u2019.<\/p>\n

Click on \u2018Apply<\/strong>\u2019 in order to apply the changes.<\/p>\n

\"Field<\/p>\n

Step7: <\/strong>After clicking on Apply<\/strong> a message will be displayed \u2013 \u2018Work Order settings have been successfully updated\u2019.<\/strong><\/p>\n

\"Field<\/p>\n

Now, Work Orders are ready for auto numbering and whenever new Work Order is created, Work Order number will be auto numbered from \u20182001\u2019 since we have provided Starting Number as \u20182001\u2019 in the configuration.<\/p>\n

\"Field<\/p>\n

Given below is the description for parameters while configuring the Auto numbering:<\/p>\n

\"Field<\/p>\n

Conclusion<\/strong><\/h2>\n

\u2018Auto Numbering\u2019<\/strong> feature allows us to auto number the field service entities and avoid duplicate records in CRM.<\/p>\n

Need any help with Microsoft Dynamics 365 Field Service module \/ Microsoft CRM \/ Power Platform development?<\/div><\/div><\/h3>\n

Want to manage your field services portal more effectively? Contact us at crm@inogic.com<\/a> and our Inogic- Professional Services Division<\/a> will help you modify, optimize, and automate all our requirements within Microsoft Dynamics 365 Field Service!<\/em><\/p>\n

Happy Servicing!<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

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 \u2018Field Service Setting\u2019 area. This blog will be the\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":20048,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[27],"tags":[1911,1912],"class_list":["post-20038","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-field-service-2","tag-field-service-entities","tag-field-service-entities-dynamics-365-crm"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/20038","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=20038"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/20038\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/20048"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=20038"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=20038"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=20038"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}