Custom Auto Numbering using Workflows – YouTube

Custom Auto Numbering using Workflows

In this video I am going to explain how to use real-time workflows and a custom entity to build an auto numbering solution for dynamics 365 CE. Keep in mind this solution is for learning purposed and has not been tested. This video is mainly to show advanced ways to use real-time workflows.

Since we have the ability to create auto number fields today, we can create a much simpler solution that doesn’t require us to write a 3 foot long workflow. All we would need to do is create a new field that we would configure to be an auto number field which we would not put on the account form. Then we would create a workflow that would copy the values from the auto number field to the account number field if the relationship type field=customer or vendor. We could even add the prefix of ACCT (for customer) and VDR(for vendor).

Related Blog: https://D365Goddess.com
Twitter: https://twitter.com/D365Goddess
LinkedIn: https://www.linkedin.com/in/diantaylor/
Music: https://www.bensound.com

In this video I am going to explain how to use real-time workflows and a custom entity to build an auto numbering solution for dynamics 365 CE. Keep in mind this solution is for learning purposed and has not been tested. This video is mainly to show advanced ways to use real-time workflows.

Since we have the ability to create auto number fields today, we can create a much simpler solution that doesn’t require us to write a 3 foot long workflow. All we would need to do is create a new field that we would configure to be an auto number field which we would not put on the account form. Then we would create a workflow that would copy the values from the auto number field to the account number field if the relationship type field=customer or vendor. We could even add the prefix of ACCT (for customer) and VDR(for vendor).

Related Blog: https://D365Goddess.com
Twitter: https://twitter.com/D365Goddess
LinkedIn: https://www.linkedin.com/in/diantaylor/
Music: https://www.bensound.com

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